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Brilliant Investment Thinking by Advisers for Advisers.
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Investment Leaders Forum 2024: INBrief with Peter Edwards from Victor Smorgon Group

Peter Edwards from Victor Smorgon Group speaks to James Dunn at The Inside Network's Investment Leaders Forum in Queenstown, New Zealand on whether it is the right time for a contrarian investment approach.

 

AMP's $100M BOLR bill a win for all sides

Advisers won the case against a well-armed opponent and can move on with more financial parity, while AMP's shareholders and executives can put a long-overdue...

Is China the ugly duckling you should invest in right now?

Investors may have settled into an Anything But China mantra, and they may have good reason, but for calculated risk takers there may be a different case to...

Best value stock market: IN60 with Alec Cutler from Orbis Investments

Alec Cutler from Orbis Investments speaks to James Dunn from The Inside Network for our IN60 series.

Device Stars Part 3

4DMedical (4DX, $1.58)Market capitalisation: $418 millionThree-year total return: n/aAnalysts’ consensus target price: $1.70 (Thomson Reuters) Imaging...

Podcast

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 #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...

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 #14: Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...