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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #203 with Andrew Lockhart from Metrics Credit Partners

Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on how private debt can protect investor capital.

Yarra Capital adds long-short strategy to stable

Leading Independent Australian fund manager Yarra Capital recently announced the addition of a new Market Neutral Australia Equities investment strategy to...

'Analyst vacuum' an enduring alpha opportunity in small caps

Australian portfolios are not appropriately positioned for the risk and reward on offer from the multitude of asset classes and sectors available, contended...

Four straight winning days, consumer, property sectors outperform, Ramsay deal cut

The local market managed a fourth straight day of gains, adding 0.6 per cent behind a strong performance from the property and consumer facing sectors....

Buying on the dip: Do mantras have an expiry date?

It’s worked for years, built on steady flows and policy backstops. But mantras live only as long as their conditions prevail. History shows long stretches...

Podcast

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 #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 #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 #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...