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Brilliant Investment Thinking by Advisers for Advisers.
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Private direct lending: IN60 with Mick Wright-Smith from Epsilon Direct Lending

Mick Wright-Smith from Epsilon Direct Lending answers quickfire questions with James Dunn from The Inside Network on private direct lending.

Banking on the 'other side of the market' amid sell off

Platinum Asset Management’s latest quarterly update makes for difficult reading, with every fund excluding the Japan product underperforming the market...

Investment Leaders Forum 2024: INBrief with Vyas Balasubramanian from Colonial First State

Vyas Balasubramanian from Colonial First State speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay on portfolio...

How to find hedge funds investing in ‘dynamism and change’

There’s around 15,000 hedge funds in the world – but how many of them are really hedge funds? When you’re looking for non- or less-correlated returns, it...

'One size does not fit all' in trend following

Managed futures and trend following strategies became highly popular following the Global Financial Crisis, with skilled manager able to harness the extreme...

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 #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 #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 #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...