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Brilliant Investment Thinking by Advisers for Advisers.
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Alternatives Symposium 2024: INBrief with Cameron Brownjohn from Federation Asset Management

Cameron Brownjohn from Federation Asset Management speaks to James Dunn at The Inside Network’s Alternatives Symposium in Melbourne on matching allocations to liquidity in private markets.

Expectations 'reshuffled' as resilient inflation delays tipping point on rates

Stubborn inflation is forcing central banks around the world to recalibrate, according to Neuberger Berman. Shorter durations remain du jour while yields are...

Follow the leader, consumer businesses send ASX lower, travel is back

The local market couldn’t overcome growing concerns about stagflation, an instance when the economy slows as inflation increases, with the S&P/ASX200...

The Australian market pushes forward, with broad-based gains

The S&P/ASX 200 rose by 0.8 per cent, showing widespread growth across all 11 sectors as hopes for 2024 rate cuts emerged. The index is now just 1.9 per...

AI impact 'won't be linear', with some sectors set to benefit more than others: Amundi

Some sectors will feel the benefits early, and the impact will be all-consuming. Others will take longer, and the effect might only be marginal. For advisers,...

Podcast

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...

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 #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 #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...