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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #235 with Susan Kasser from Neuberger Berman

Susan Kasser from Neuberger Berman shares insights with James Dunn from The Inside Network on what makes private credit attractive in the current environment.

What Test cricket taught me about investment management

Much like the world’s best test Test cricket bowlers, the best investment managers are more about consistency than flamboyancy. Here, one experienced...

The real value of an outrageous prediction

Pandemics, invasions and the return of inflation. If the last few years have shown investors anything, it's that outrageous predictions can often be anything...

Passive funds dominate ETF flows despite volatility

BetaShares this week released its Half-Year Review of the exchange traded fund industry, with a few surprises in store for one of the most popular parts of the...

Man has the edge on machines in long-term investing (for now): Ruffer

Artificial intelligence might be better at gathering and storing knowledge, but incorporating wisdom into an investment approach (or abandoning it altogether)...

Podcast

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 #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 #10: Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to...

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...