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Brilliant Investment Thinking by Advisers for Advisers.
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Defensive with performance: INDepth with Alex Lennard from Ruffer

Alex Lennard from Ruffer goes in-depth with Peter White from The Inside Network on defensive with performance.

ASX back in the red as miners, banks drag on bourse

Reporting season sends ASX lower, Appen, A2M tank, Woolworth’s surprise buyback The ASX200 (ASX: XJO) pushed lower on Thursday as the reporting...

ASX falls to finish the quarter, Tabcorp demerger steps up, surge in job vacancies

The Australian market managed to finish the quarter 0.7 per cent high in price terms, but down just over 1 per cent on an accumulation basis. This was despite...

Markets weaken on threat of recession, commodities, energy tank, Vicinity upgrades

The local market open on an unexpectedly positive tone but ultimately finished 0.6 per cent lower as commodity and energy prices fell across the board. The...

Benign risk of default drives credit opportunity

History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit...

Podcast

BIT #15: Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

In this episode, Ed Goldstein, Partner and Chief Investment Officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...

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...

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...