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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #308 with Alec Cutler from Orbis Investments

Alec Cutler from Orbis Investments speaks to James Dunn from The Inside Network on investing in a changed world.

 

ASX rallies on vaccine news

ASX rallies on vaccine news, cyclical rotation in full flight, Westfield (ASX:URW) jumps 43.5% The ASX 200 (ASX:XJO) finished just 0.7% above open despite...

Four on the trot for the Aussie market

The local sharemarket advanced for a fourth straight day on Thursday, with a strong performance by the energy and mining sectors outweighing losses by three of...

What to watch for in the most anticipated earnings season for decades

With a long list of economic headwinds having hammered global growth and dampened investor confidence, the upcoming (second-quarter) US reporting season is...

Post-acquisition performance now key to healthcare property outperformance

In modern healthcare property, ownership is only the starting point. Performance now hinges on active management, tenant ecosystems and execution discipline.

Podcast

BIT #16: Unlocking real estate’s hidden gems with Julian Biggins from MA Financial

In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...

BIT #7: The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with The Inside Network managing editor Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed...

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 #12: Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...