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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #442 with Joel Fleming from Yarra Capital Management

Joel Fleming from Yarra Capital Management shares insights with James Dunn from The Inside Network on the micro-caps difference.

Is a commodity super cycle possible in a greening economy?

Leading investment bank JP Morgan this month released an article titled “Are commodities still a good inflation hedge amid decarbonization?” The...

INSight #228 with Andrew Lockhart from Metrics Credit Partners

Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on the benefits private debt brings to a traditional...

Magellan sales chief to retire, GQG promotes talent

With the RBA moving rates up another 50bps to 1.35 per cent, investors are sitting on the sidelines waiting to see if its punch was hard enough to contain...

Will employment levels fall as borders reopen?

The reopening of borders to international travellers in February was naturally cheered as a return to some level of “normality.” Tourism and...

Podcast

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 #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 #17: Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

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...