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Brilliant Investment Thinking by Advisers for Advisers.
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Alternatives Symposium 2024: INBrief with Pete Robinson from Challenger

Pete Robinson from Challenger speaks to Giselle Roux at The Inside Network’s Alternatives Symposium in Melbourne on risks and opportunities in credit markets.

Charter Hall (ASX:CHC) and Centuria (ASX:CIP) continue to acquire

ASX up and running, to open weaker, Charter Hall (ASX:CHC) and Centuria (ASX:CIP) continue to acquire The ASX (ASX:ASX) managed to open on time Tuesday after...

Plotting the return to duration

Bond markets have effectively become the 'freight train' of a long series of other assets, with a surge in bond yields pulling nearly every other asset class...

An opportunity for fixed income, not a threat

We are “talking about talking about tapering,” said U.S. Federal Reserve Chair Jerome Powell earlier this year, as a strong economic recovery...

Holding the line - the real adviser challenge

The tendency to relent to client commentary, which in many cases is driven by headlines and sentiment, is one of the biggest detractors from long-term returns.

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 #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 #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...