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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #363 with Jonathon Pullin from Barwon Investment Partners

Jonathon Pullin from Barwon Investment Partners speaks to Laurence Parker-Brown from The Inside Network on the key criteria for borrower selection in this first mortgage fund.

ASX hits five month high, Virgin Money jumps, crypto stocks dumped

The local market reached a five month high on Tuesday, buoyed by the energy and materials sectors once again, which finished 2.6 and 1.2 per cent in the...

Why the active opportunity set is 'richer than it has been in years' (and what to do about it)

Active management might be back in a big way but asset managers need to make sure they're getting what they pay for: skill, not luck. Figuring out manager...

Headwinds and tailwinds - beneficiaries of new EM landscape

Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent...

Market weakens as Ukraine impasse continues, Block surges, Qube announces buyback

Market weakens as Ukraine impasse continues, Block surges, Qube announces buyback It was looking like another strong day for the market with the S&P/ASX200...

Podcast

BIT #11 The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

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 #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 #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...