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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #183 with Max Swango from Invesco

Max Swango from Invesco shares insights with James Dunn from The Inside Network on the future for the global property market.

House price weakness may limit rate rises

The central bank expects house price growth to ease this year and house prices are already falling in Sydney and Melbourne; economists expect that price...

Liquid alternatives: Navigating the five structural forces reshaping portfolios

There's a new macro regime governing markets, derived from structural changes that won't easily be turned around. The solution is to understand these changes,...

Don't believe the inflation hype

From the outset, it is important to highlight that I do not disagree that interest rates should be higher than the current 'emergency' settings by the Reserve...

Escala doubles-down on alternatives

Escala Partners, one of Australia’s leading private wealth investment and advisory groups, is strengthening its commitment to alternative investments.

Podcast

BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Investor Strategy News editor Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing...

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...

BIT #11 The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

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...