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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #186 with David Ross from Northleaf Capital Partners

David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on what private credit brings to a portfolio.

BofA fund manager survey suggests markets could bounce

Chief Strategist Michael Hartnett at Bank of America (BofA) comically titled the July fund manager survey "I'm so bearish I'm bullish".

Infrastructure companies deliver the goods

Listed infrastructure companies provide a powerful hedge against inflation.

'Optimism and opportunity' for Aussie equities in 2022

“Optimism and opportunity” are the best way to describe the outlook for the Australian equity market in 2022 according to Reece Birtles, of Martin...

ASX rallies on weaker inflation data, oil rallies on supply curbs, Fortescue jumps

The local market opened weaker on Wednesday, hit by worsening sentiment offshore, but ultimately finished 0.2 per cent higher. The rally was led by the...

Podcast

BIT #7: The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with The Inside Network managing editor Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed...

BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners

The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice;...

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 #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...