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Brilliant Investment Thinking by Advisers for Advisers.
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Analysis

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Australian Ethical Adviser Voice Series with The Inside Network: Brad Downes

Meet Brad Downes - a financial adviser Investing with Heart

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Deep waves: the quiet undertow of intangible assets

Our definition of assets and their economic value has been changing over time. In the 20th century, machines, factories, and transportation were the assets on...

Keep calm and carry on: The risks associated with misreading the inflation mirage

Why advisers should look past the inflation panic and help clients stay the course as the RBA risks fighting shadows, not fire.

US tech giants could be a bargain in platform change game: Capital Group

In the AI-fueled rally, some companies will win and others will disappear. But while some parts of the market look hideously expensive, their long-term...

The answer to the Magnificent Seven’s ‘really difficult investment problem’

A huge benefit has already been realised in the price of the Magnificent Seven and it might be time to take some risk off the table instead of speculating on...

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 #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 #14: Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...