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Brilliant Investment Thinking by Advisers for Advisers.
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Mid-market private equity wins on risk-reward: INDepth with Jack Wasserman from Pantheon

Jack Wasserman of Pantheon unpacks why mid-market buyouts consistently outperform on risk-reward, how GP-led secondaries have shed their dirty-word reputation, and why the price you pay still drives everything.

 

Brazil, AI and deep value: INDepth with Caroline Cai from Pzena Investment Management

Caroline Cai of Pzena Investment Management explains how market volatility, mispriced IT services, and Brazilian stocks create compelling deep value...

The case for active management: INDepth with Richard Rauch from Franklin Templeton

Richard Rauch from Franklin Templeton speaks to Laurence Parker-Brown from The Inside Network on the case for active management in a new fixed income regime.

The reality of active vs index investing: INDepth with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA: The reality of active vs index investing.

Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices unpacks the S&P ASX IBOX Fixed Interest Series and what surging kangaroo bond growth means for advisers.

The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...

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...

Fixed income in focus with Jessica Tan from S&P Dow Jones Indices

What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...

Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap

Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...