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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #248 with Fiona Ker from Ruffer

Fiona Ker from Ruffer shares insights with James Dunn from The Inside Network on the limits of where Ruffer can invest.

First day of new interest-rate environment was a slight downer for Australian share market.

The first day of a new interest-rate environment was a slight downer for the Australian share market, with the benchmark S&P/ASX 200 easing 11.5 points, or...

Currency key to investability, as shorts pay off

An actively managed global fund manager said something along the lines of "the challenge in 2022 won't be in outperforming the index, but rather in generating...

Market (ASX:XJO) hit on Qantas, Fortescue woes, China stimulus boosts sentiment

 Both the All Ordinaries (ASX:XAO) and S&P/ASX200 (ASX:XJO) fell 0.4 per cent on Friday, but still managed to deliver a 2.3 per cent gain for the week....

China charting the course to carbon neutrality

China is far and away the world’s largest carbon dioxide emitter, accounting for close to 30% of global carbon emissions, according to the International...

Podcast

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 #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...

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 #2: Investment dynamism with Paul Saliba from SQM Research

The Inside Network’s managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year...