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Brilliant Investment Thinking by Advisers for Advisers.
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Where private credit returns come from: IN60 with Andrew McDonnell from Arrowpoint Capital

Andrew McDonnell from Arrowpoint Capital speaks to James Dunn from The Inside Network on where private credit comes from.

Emilie O'Neill: Fighting the 'ESG trade-off' perception

"Sometimes, the market thinks we prioritise ESG factors above investment fundamentals," says Perennial's Emilie O'Neill. "But the reality is that it's just...

ASX trims losses to 0.1% after unexpected GDP bounce

September begins with a loss, GDP surprises again, Metcash sales weaken After delivering an eleventh straight month of gains by finishing 1.9% higher in...

INSight #217 with Michael Birch from MDC Trilogy

Michael Birch from MDC Trilogy shares insights with Peter White from The Inside Network on the nature of property rent rolls and the key benefits of this type...

Solid effort from Aussie market

The Australian share market backed-up its Tuesday effort with a solid performance on Wednesday, with the benchmark S&P/ASX200 index gaining 20.9 points,...

Podcast

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 #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 #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...

BIT #13: The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...