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Brilliant Investment Thinking by Advisers for Advisers.
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INSight#175 with Sean Fenton from Sage Capital

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on whether inflation is a major concern for Australian equity portfolios.

Strategic realignment and innovation: Investing in China toward 2030

As the world contends with a new era of geopolitical recalibration and economic divergence, China’s evolving strategic posture presents both an opportunity...

ASX rises 0.5%, edging closer to record as miners rally

ASX hits 13 month high, unemployment falls again, oil prices jump 5%  The ASX200 (ASX:XJO) is within just 100 points of an all-time, finishing...

Fixed income the consensus trade of 2023 as investors get defensive

This year's recalibration of bond prices now reflects the higher interest rate environment, making future returns attractive again for fixed income in 2023 as...

Emerging market allocations poised for long-term success

Martin Currie has released its Global Emerging Markets 2022 Outlook research note, which gives investors enough reasons to be invested in 2022 and what to...

Podcast

BIT #18: 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...

BIT #14: 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...

BIT #2: Investment dynamism with Paul Saliba from SQM Research

The Inside Network’s managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year...

BIT #11 The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...