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Brilliant Investment Thinking by Advisers for Advisers.
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Investment Leaders Forum 2025: INBrief with Dr. Christian Baylis from Fortlake Asset Management

Dr. Christian Baylis from Fortlake Asset Management speaks to James Dunn at The Inside Network's Investment Leaders Forum in Queenstown, New Zealand on an alternative approach to resilience in fixed income portfolios.

 

Beware today’s 20-year corporate bonds: Yarra Capital

Bond investors should consider if they are getting a sufficient return for the level of risk taken. For Yarra Capital's Phil Strano, an actively managed...

ASX lifts & headline inflation falls

The S&P/ASX 200 concluded the day up 0.3 per cent, led by interest rate-sensitive real estate, technology, and consumer discretionary sectors, all closing...

INSight #249 with Fiona Ker from Ruffer

Fiona Ker from Ruffer shares insights with James Dunn from The Inside Network on how Ruffer sees volatility behaving in markets in 2023.

Separating good stock picking from momentum

Hindsight is a wonderful thing. Looking back at the events of the last 18 months, it becomes abundantly clear what actions both investment advisers and fund...

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 #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 #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 #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...