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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #445 with Lauren Ryan from Thinktank

Lauren Ryan from Thinktank speaks to Laurence Parker-Brown from The Inside Network on how advisers can explain the liquidity vs volatility trade-off in private credit to clients.

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INSight #481 with Christian Ryan from FinCap

Two risks stand between advisers and private asset allocations: understanding and liquidity. Christian Ryan of FinCap breaks down why getting both right is...

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...

INSight #462 with Josh Lee from Link Wealth Advice and Levera Solutions

Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on what makes Levera different.

AI is a headwind for now: INSight #486 with Caroline Cai from Pzena Investment Management

AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...

The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

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...

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...

Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson

In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...