Monday 6th July 2026
AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain trading well below their long-term earnings potential.
In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...
Smart beta ETFs offer advanced index tracking. Global X’s Marc Jocum explains how GARP and dividend ETFs target specific factors cost-effectively and...
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on blue chips vs broken chips.
Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
