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Brilliant Investment Thinking by Advisers for Advisers.
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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 and market stress, investors are searching for reliable sources of income and diversification. This conversation examines trade finance as a potential solution, highlighting its low correlation profile, self-liquidating structure and disciplined risk framework. The discussion covers portfolio construction, liquidity design and governance, helping advisers understand where this strategy fits, whether as a diversifier, defensive allocation, or complement to traditional fixed income. [For general advice only and does not take account the objectives, financial situation or needs of investors. All investments contain risk and may lose value.]

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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...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...

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...

Super fund benchmarking with Ian Fryer from Chant West

Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...

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.