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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #452 with Tom Patrick from Barwon Investment Partners

Tom Patrick from Barwon Investment Partners shares insights with Larence Parker-Brown from The Inside Network on tailwinds in the healthcare real estate market.

ASX caps worst week in two years, Humm deal off, oil falls

The local market capped its worst week since March 2020 falling 1.8 per cent on Friday and dragging the S&P/ASX200 down 6.6 per cent for the week. This...

Buffet’s ‘not-so-secret-weapon’ is a double-edged sword

Berkshire Hathaway is built to last, and probably will, with low debt levels and a vast waterfall of earnings that both insulate it against market mania and...

Rent roll fund hunts down defensive income yield for investors

The new fund, a tie-up between Murray Darling Capital and Trilogy Funds, is buying up rent rolls across the country and has its sights set on a 10 per cent...

The path to recovery

According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being destroyed...

Podcast

BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners

The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice;...

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 #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 #2: Investment dynamism with Paul Saliba from SQM Research

The Inside Network’s managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year...