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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #205 with Anthony Kapetanovic from Akambo Financial Group

Anthony Kapetanovic from Akambo Financial Group shares insights with James Dunn from The Inside Network on where the future of the industry is heading.

Core property rebounds: The new cycle and the rise of alternatives

After several years of yield compression and market disruption, 'core' commercial property is entering a new growth phase. Manager Barwon Investment Partners...

ASX on the cusp of five months of gains

ASX on the cusp of five months of gains, Seek (ASX:SEK) sold off on split, energy sector boom The ASX200 (ASX:XJO) rallied 0.9% on Tuesday,...

Trees of green, volatility, bond yields fall, market rallies, ResMed reports

Australian investors had some respite on Friday, as volatility disappeared and the S&P/ASX200 gained 2.2% to finish the week. There was little news...

Seeing the unseen: The reptilian solution to portfolio drift and risk blindness

Picture this: you're overseeing 100 client portfolios – each one shaped by a unique blend of risk preferences, drawdown tolerances, and investment...

Podcast

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 #13: The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...

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 #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...