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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #217 with Michael Birch from MDC Trilogy

Michael Birch from MDC Trilogy shares insights with Peter White from The Inside Network on the nature of property rent rolls and the key benefits of this type of investment.

Market falls flat, AMP offer pulled

Market falls flat, Telstra (ASX:TLS) affirms dividend, AMP (ASX:AMP) offer pulled The ASX200 (ASX:XJO) fell 0.1% on Thursday as reporting stepped up...

'Analyst vacuum' an enduring alpha opportunity in small caps

Australian portfolios are not appropriately positioned for the risk and reward on offer from the multitude of asset classes and sectors available, contended...

SMSFs back in vogue as investors seek control

This week saw the release of the Australian Taxation Office’s (ATO’s) latest quarterly data on the self-managed super fund (SMSF) sector. The...

The burden of outperformance

January fund manager returns are beginning to creep in, and it doesn’t look pretty. The Nasdaq finished as much as 9 per cent lower, with the S&P500...

Podcast

BIT #3: Super fund benchmarking with Ian Fryer from Chant West

Investor Strategy News editor Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around...

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 #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 #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...