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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #169 with Alex Lennard from Ruffer

Alex Lennard from Ruffer shares insights with Peter White from The Inside Network on whether Ruffer can take the defensive position of bonds in a portfolio.

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INSight #477 with Dion Hershan from Yarra Capital Management

Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...

INSight #473 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on methodology and process.

INSight #478 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.

INSight #472 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the Index Series.

The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...

The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...

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...