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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #459 with Rob Hinchliffe from PineBridge Investments

Rob Hinchliffe from PineBridge Investments, doesn't agree with the traditional method of grouping companies by sectors. He speaks to James Dunn from The Inside Network on portfolio construction.

Manager selection key in PE

Returns for the classic 60/40 portfolio are expected to be “uninspiring” for the 2020s, according to Schroders, and investors are rushing towards...

INSight #317 with Karl Dasher from Polen Capital

Karl Dasher from Polen Capital shares insights with James Dunn from The Inside Network on whether credit is positioned now as a must-have in any truly...

ASX closes up 0.9%; AMP rallies, Tyro dives 22%

ASX jumps despite RBA move, lithium, AMP spike higher The S&P/ASX200 (ASX: XJO) continued its strong recent run gaining 0.9 per cent on Wednesday behind...

Rent roll fund hunts down defensive income yield for investors

The new fund, a tie-up between Murray Darling Capital and Trilogy Funds, is buying up rent rolls across the country and has its sights set on a 10 per cent...

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 #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 #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Investor Strategy News editor Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing...

BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners

The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice;...