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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #241 with John Woods from Australian Ethical

John Woods from Australian Ethical shares insights with Tahn Sharpe from The Inside Network on how the Australian Ethical Balanced Fund is different.

ESG a 'substance-less concept' and AI will reduce profitability: New York academic

ESG is the "emptiest" idea, according to Aswath Damodaran, while AI will morph into higher costs for companies overall with no competitive advantage in a world...

Advisers not in private equity "missing a huge piece of the pie"

Private equity has been one of the most popular, and profitable, of the alternative asset classes in recent years. The collision of massive amounts of capital...

INSight #415 with Tom Boyle from Atlantic House Group

Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network on achieving uncorrelated positions.

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...

Podcast

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 #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 #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...

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...