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Brilliant Investment Thinking by Advisers for Advisers.
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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 their process, using self-awareness, behavioural controls, and a short seller’s mindset to interrogate every idea. This episode examines compounders versus improvers, the behavioural pitfalls in decision making, and why process transparency remains critical for adviser conviction.

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The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...

Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...

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...

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...

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.