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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...

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.

INSight #484 with Pzena's Caroline Cai on deep value's unfinished run

While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...

Non-bank income at scale | INSight #494 with David Dix from Thinktank

With 20 years in non-bank lending and no missed interest payments, Thinktank’s David Dix explains what the firm brings to the wealth channel.

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...

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...

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...