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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #176 with Sean Fenton from Sage Capital

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on why style-neutral is as important as a long-short manager.

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

Perennial goes long on ESG

Specialist equity manager Perennial Value Management last week announced the launch of a dedicated investment unit or ’boutique’ within their...

The rise and fall (and rise and fall) of thematic investing

The 2020s are set to be the years of thematic investing – but so were the early 2000s. And the more things change, the more they stay the same. One of...

Don't take blue chips for granted: Marks

Today’s investors are “riding for a fall,” according to Oaktree Capital founder Howard Marks. Markets could well be in for a repeat of the...

Podcast

BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners

The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice;...

BIT #9: 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. The Inside...

BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Investor Strategy News editor Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get...

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...