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Brilliant Investment Thinking by Advisers for Advisers.
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ESG in private equity with sustainable returns: INDepth with Cameron Brownjohn from Federation Asset Management

Cameron Brownjohn from Federation Asset Management goes in-depth with Peter White from The Inside Network on ESG in private equity with sustainable returns.

Listed equity opportunities 'cut in half' as companies stay private

As the amount of capital available to them soars and equity markets grow more volatile, companies increasingly don’t want to go public – and...

How late-stage VC provides 'air cover' through market cycles

Demand for venture capital (VC) has soared in recent years amidst expectations for more muted public-market returns. Late-stage VC sits between VC and...

Blackstone tips private credit market to reach US$25 trillion

Private credit is booming across the globe, and while a bullish prognostication from alternative asset manager Blackstone won't surprise there is enough...

'Macro distraction' is why fundies don't perform: PM Capital

Of all the reasons fund managers get outperformed by the benchmark, Paul Moore explained, the clearest is that they get distracted by macro issues that aren't...

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 #4: Advice pricing paradigms with Rob Jones from Peloton Partners

The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice;...

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...

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...