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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #184 with David Ross from Northleaf Capital Partners

David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on what is driving growth in private credit.

Zip soars 17% but miners keep ASX flat

Market volatility up as ASX finishes flat, Zip Co jumps 17%, Cleanaway’s new deal The ASX200 (ASX:XJO) finished flat for the day with gains in...

From inflation to recession, Joseph Kalish calls it as it is

Inflation may be peaking but no recession in sight says Joseph Kalish.

Volatility 'warning shot' not putting investors off... for now

The sharp fall in markets in August was a sign of things to come, according to Ruffer, but one that investors haven’t heeded, with positioning and sentiment...

Invesco's Tarun Gupta explains how factor investing helps generate consistent alpha

How a star quant analyst used his poker skills to take on calculated risks and deliver outstanding returns

Podcast

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 #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 #12: Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...

BIT #15: Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

In this episode, Ed Goldstein, Partner and Chief Investment Officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...