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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #266 with Mick Wright-Smith from Epsilon Direct Lending

Mick Wright-Smith from Epsilon Direct Lending shares insights with James Dunn from The Inside Network on opportunities in mid-market lending.

Advice clients have a breaking point; downside protection can keep them from it

Protecting the underside of portfolios, and even thriving through moments of market distress, can keep more fretful clients out of the danger zone. A new...

Hostplus claims top spot for super returns in 2021-22

Research houses and Chant West and SuperRatings have released lists of the top performing superannuation funds for 2021-22, and leading both lists is Hostplus'...

Good time to buy quality semiconductor companies, say experts

For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now...

INSight #419 with Nick Dignam from Fortitude Investment Partners

Nick Dignam from Fortitude Investment Partners shares insights with Lachlan Maddock from The Inside Network on how niche sectors have influenced the investment...

Podcast

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 #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 #14: Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...

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...