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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #368 with Andrew Lakeman from Atlantic House

Andrew Lakeman from Atlantic House speaks to Laurence Parker-Brown from The Inside Network on building an efficient fund with custom-made strategies.

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Dividend and GARP are built differently: INSight #464 with Jason Ye from S&P Dow Jones Indices

GARP and dividend indices look similar from the outside but work very differently. Jason Ye of S&P Dow Jones Indices breaks down the construction behind...

Real estate credit: know where you sit on risk | INSight #397 with Jonathon Pullin from Barwon

Barwon’s Jonathon Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital.

Core, satellite and sequencing risk: INSight #489 with Andrew Wielandt from DP Wealth Advisory

In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...

Private credit comes of age | INSight #396 with Jonathon Pullin from Barwon

Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple.

Value traps and income conviction with Andrew Hamilton from Antares Capital

Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...

The great divergence: income, sectors and active management with Damian Collins from Westbridge Funds Management

In commercial property, the outcome of an asset is shaped long after the purchase. Damian Collins, Chairman of Westbridge Funds Management, explains why active...

Super fund benchmarking with Ian Fryer from Chant West

Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...

AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management

Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...