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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #268 with Mick Wright-Smith from Epsilon Direct Lending

Mick Wright-Smith from Epsilon Direct Lending shares insights with James Dunn from The Inside Network on rates impacting M&A activity.

Stop me if you think you’ve heard this one before

A full three months since President Trump’s “Liberation Day” tariff announcements sparked panic in financial markets, macro developments have been...

Markets in 'thrall of the Fed', overly hawkish on rates

“Learning to live with COVID will be the major theme of 2022,” according to Ken Leech, chief investment officer of leading fixed income manager...

Energy offsets losses, Adairs confirms, coal stocks at record levels

A sustained rally in the energy sector, which finished 2 per cent higher on Friday, wasn’t enough to reverse broader losses with the S&P/ASX200...

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Podcast

BIT #17: Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

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 #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 #10: Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to...