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Brilliant Investment Thinking by Advisers for Advisers.
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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 consistent cash flow and managed liquidity. They explore redemption design, SME lending, Australia’s deep securitisation market, manager alignment via first-loss risk retention, and why floating-rate exposures help reduce duration risk for advisers seeking steadier outcomes.

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Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...

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

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...

Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes

In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...

INSight #471 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.

INSight #469 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network for our INSight series on the key learnings of SPIVA.

Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices

Jessica Tan from S&P Dow Jones Indices goes in-depth with Laurence Parker-Brown from The Inside Network on smarter fixed income, starting with better...

Get to know Jessica: IN60 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network for our IN60 series.