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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #375 with Tom Patrick from Barwon Investment Partners

Tom Patrick from Barwon Investment Partners speaks to Laurence Parker-Brown from The Inside Network on what to look for in an asset to make it worth going into the portfolio.

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Collaboration sparks smarter strategies: Adviser Insight with Ryan Synnot from Arrow Private Wealth

Ryan Synnot from Arrow Private Wealth speaks to James Dunn for our Adviser Insights series on positioning portfolios and having client conversations. Ryan...

ETFs are evolving fast for Australian advisers: INSight #465 with Marc Jocum from Global X

Smart beta ETFs offer advanced index tracking. Global X’s Marc Jocum explains how GARP and dividend ETFs target specific factors cost-effectively and...

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...

Volatility hides real opportunity: INSight #485 with Caroline Cai from Pzena Investment Management

AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...

The PE puzzle with Nick Miller from Fortitude Investment Partners

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...

Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes

In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...