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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #421 with Nick Dignam from Fortitude Investment Partners

Nick Dignam from Fortitude Investment Partners shares insights with Lachlan Maddock from Fortitude Investment Partners on what key factors will guide investing as private equity aims to deploy more dry powder in 2025.

The 'case for active' in fixed income is strong

This week we had the pleasure of speaking with fixed income gurus Mark Mitchell and Justin Tyler from Daintree Capital to get their view on the interest rate...

Local market (ASX:XJO) gains 1.1 per cent on Friday, AGL surges on upgrade

The local sharemarket delivered a fifth straight day of gains on Friday, finishing 1.1 per cent higher on the back of a strong rally in the energy sector. The...

INSight #271 with Cameron Brownjohn from Federation Asset Management

Cameron Brownjohn from Federation Asset Management shares insights with Peter White from The Inside Network on what to consider before making an allocation to...

Block jumps, market finishes higher, CSR, Pendal deliver

The local sharemarket capped another positive week, closing 0.5 per cent higher on Friday on the back of a surge in the oil price. The energy sector gained 3.4...

Podcast

BIT #10: Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to...

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...

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 #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...