Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
-0.68%
S&P
-0.16%
AUD
$0.69

INSight

Share

INSight #477 with Dion Hershan from Yarra Capital Management

Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without the cyclicality of Australia’s top 20. He cites ResMed and CarSales as global champions with strong pricing power, poised to benefit from AI and long‑term resilience.

 

INSight #478 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.

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...

Building a bond index from scratch: INSight #473 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...

INSight #463 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 misconceptions about outsourcing.

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...

Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management

In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...

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...

Compliance matters with Sean Graham from Assured Support

Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...