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Brilliant Investment Thinking by Advisers for Advisers.
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Alternatives Symposium Melbourne 2023: INBrief with Daniel Zwirn from Arena Investors, LP

Daniel Zwirn from Arena Investors, LP speaks with Drew Meredith at The Inside Network's Alternatives Symposium in Melbourne on insuring against idiosyncratic risk with Arena Investors.

Ex-Pengana stars in new global boutique

Jordan Cvetanovski and Steven Glass, former Pengana Capital equities managers, have resurfaced at the helm of their own venture, Pella Funds Management....

Can you be converted?

There is a US$550 billion ($764 billion) market that is rarely considered by Australian investors. Convertible bonds (CBs) are barely used locally, while in...

ASX drops 1.7% on COVID variant, travel stocks tumble

South African strain spooks markets, Appen smashed, red everywhere Being the only market trading on Friday, the S&P/ASX200 (ASX: XJO) bore the...

Putting the income back into fixed income': Colchester Global

London-based fixed interest manager Colchester Global recently presented “Putting the income back into fixed income” to investors, focusing on the...

Podcast

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 #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...