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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #179 with Sean Fenton from Sage Capital

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on why more volatile conditions benefit long-short strategies.

Supply-side remains the biggest contributor to inflation

After years of benign levels of inflation, the "beast" as it is known, reared its ugly head once again in April 2021, just as the world was emerging from the...

Financial Services Council flags priorities for Advice Review

There is growing pressure on the long-awaited Quality of Advice review to deliver real change to an industry that has been saddled with layer after layer of...

Infrastructure is 'not just a bond proxy'

There is a common belief among the investment community that infrastructure and other real assets are little more than a "bond proxy".

A structural evolution or risky business?

Following a decade-long run of low-interest rates and rising asset prices, many companies took the opportunity to load up on cheap deb

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 #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Investor Strategy News editor Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing...

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 #10: Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to...