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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #287 with Ashley O'Connor from Invesco

Ashley O'Connor from Invesco shares insights with James Dunn from The Inside Network on what the risk and return is for senior secured loans.

Australia's recent unemployment figures are hiding something a lot worse

The figures show quite a confusing picture. According to the data, an unemployment rate of 7.4 per cent is the worst rate Australia has seen since November...

Private equity and the liquidity boon for advisers

The four pillars of private equity investment all bring unique characteristics to the table.

Inflation is like chewing gum: sticky and flexible

Leading thematic manager, Capital Group, is confident that the market downturn of 2020 was short-lived and entirely related to the COVID-19 outbreak, according...

Market overcomes lithium rout, Lake Resources continues to tank, property outperforms

The selloff in lithium stocks has returned once again, with the likes of Pilbara (ASX: PLS) and Liontown (ASX: LTR) pushing the commodities sector to a 1.5 per...

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 #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 #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...