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Brilliant Investment Thinking by Advisers for Advisers.
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INDepth

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The Australian property market: INDepth with Tom Patrick from Barwon Investment Partners

Tom Patrick from Barwon Investment Partners goes in-depth to Laurence Parker-Brown from The Inside Network on the health of the Australian property market.

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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,...

Dividend and GARP as satellite plays: INDepth with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

S&P Dow Jones Indices’ Jason Ye and Global X’s Marc Jocum explain how blending dividend and GARP indices as satellite exposures achieves both...

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...

Rethinking growth and portfolio discipline: INDepth with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network for our INDepth series on rethinking growth and portfolio discipline.

Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...

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...

Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...

Value traps and income conviction with Andrew Hamilton from Antares Capital

Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...