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Brilliant Investment Thinking by Advisers for Advisers.
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INDepth

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The magic of micro-caps: INDepth with Joel Fleming from Yarra Capital Management

Joel Fleming from Yarra Capital Management goes in-depth with James Dunn from The Inside Network on the magic of micro-caps.

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Private credit secondary markets | INDepth with Jack Wasserman from Pantheon

Jack Wasserman of Pantheon explains how private credit secondaries offer diversification, shorter duration, and a liquidity engine for advisers building...

Private credit due diligence: INDepth with David Dix from Thinktank

Thinktank’s David Dix on filling defensive portfolio gaps, three due diligence questions advisers should ask, and why private credit is emerging as a...

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,...

Land scarcity meets steady demand | INDepth with Alex Edwards from Centennial

Centennial’s Alex Edwards says land scarcity and demand support sustainable rental growth in metro industrial, citing an Acacia Ridge refurbishment.

The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...

Darwin, defence and the new industrial asset with Laurence Parisi from Trilogy Funds

Laurence Parisi, head of direct property at Trilogy Funds, joins James Dunn to trace industrial property’s move from plain sheds to technology-rich...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...