Brilliant Investment Thinking. Shared: Recent Episodes
The Inside Network
This series sees The Inside Network sit down with professionals and expert thinkers from across the financial services industry to discuss the things that matter in every corner of the financial advice spectrum. From practice management, compliance and industry ructions to portfolio construction, investment and fintech, BITS gets to the heart of financial advice in Australia today.
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital's Andrew Hamilton has spent more than two decades building income strategies around them. In this episode, Hamilton lays out why a rising yield is sometimes a warning sign rather than a buying opportunity, how franking credits transform the real value of equity income, and what keeps a concentrated income portfolio robust through market cycles. The conversation also covers the balance between durable income today and growth for tomorrow, and why the fundamentals of dividend investing have not changed across three decades.
Many investors believe exposure to several managers makes them diversified. Orbis Investments' Alison Savas argues the reality is less comfortable. In this episode, Savas explains how passive investing has hardwired yesterday's winners into tomorrow's portfolios, why concentration in global equity indices is at 30-year highs, and why great businesses do not always make great investments. The conversation also covers where Orbis finds value in unloved corners of healthcare and software, the rotation already underway in AI-related names, and how advisers can add genuine diversification to a portfolio without leaving listed equities.
This podcast is for education and entertainment purposes, and is intended for industry professionals, financial advisers and wholesale investors. This podcast is not advice or a recommendation to buy or sell any security or to adopt any investment strategy. It has not taken into account any person’s financial circumstances, needs, or objectives. You should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. Past performance is not a reliable indicator of future performance. This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This does not prohibit the Orbis funds from dealing in the securities before or after this is published.
Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap between what advisers think they are being evaluated on and what clients actually decide on is wider than most practices realise. Praemium's Denis Orrock explores why a narrowly defined value proposition is losing clients to self-direction, why around 75 per cent of inheritors do not retain their parents' adviser, and what Praemium's acquisition of machine learning company Technotia says about where the HNW platform of the future is heading.
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term investors, that disruption may be creating opportunities as well as risk. Yarra Capital Management’s Katie Hudson examines where AI-related returns could emerge in the Australian market, why momentum can distort short-term valuations, and what the recent growth sell-off means for active investors. The discussion also explores how an experienced small-cap team separates structural winners from market noise, and why fundamental research matters when economic conditions, tax settings and investor expectations are all changing at once.
Ausbil Investment Management's Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for what longevity means across retirement, healthcare and markets. In this episode, Bucks talks about the opportunities arising from ageing populations, including hospice care and skilled nursing, and how AI is compressing timelines in drug development. He explains his process for finding niche leaders with high gross margins and positive earnings revisions in the $1 billion to $15 billion range, a space where the market is inefficient enough for active managers to make a real difference.
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with Joseph Ziller from Ziller Funds Management covers how to assess founder quality beyond the financials, the red flags that disqualify an otherwise compelling business, what it takes to run a concentrated global portfolio with real conviction, and how to think about valuation when the best companies rarely look cheap.
What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode gets into the construction and methodology behind the S&P/ASX iBoxx series and the iBoxx AUD Investment Grade Subordinated Debt Index, what current yield and duration data reveal, and why subordinated debt warrants its own lens. A data-driven conversation for investors who want to understand fixed income from the ground up.
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two different things. In this episode, Christian Ryan OLY, founder and executive chair of FinCap, gets practical: what good portfolio construction looks like, the role of managed accounts and technology, and how to manage liquidity at the portfolio level. Plus, where private assets are heading over the next decade, whether they become a core allocation, and how the FinCap platform fits into this future.
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks, unpacking how each strategy captures distinct exposures and what that means in practice for portfolio building. Joined by Marc Jocum from Global X, the conversation covers the expansion of the S&P/ASX 200 GARP Index and S&P World Ex-Australia GARP index suite in Australia, the methodology behind balancing growth, quality and valuation signals, and how advisers are combining these strategies to express different style tilts in a simple, transparent way. Whether you are exploring factor-based allocations for the first time or looking to sharpen how you think about equity building blocks, this is a conversation worth your time.
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 neglect has created a genuine buying opportunity. As Portfolio Manager of the Dexus Global REIT Fund, Kruth walks through the fundamental metrics that make the asset class stand out right now, from rising income flows to the likely kicker of capital growth. He also unpacks where the real dispersion lies across sectors and geographies, and what a healthy allocation might look like for private wealth clients.
Ross Barry has watched Australia's largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that they should be investing more like family offices. In this episode, he draws on those learnings to make the case for Australian mid-market private equity, explaining why the opportunity set is deeper and more balanced than many investors assume. From the total portfolio approach to the real meaning of liquidity in evergreen structures, this is a thoughtful and experience-driven take on how wholesale investors should be thinking about private equity today.
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal about active management outcomes in Australia. The discussion explains how SPIVA assesses benchmark-relative performance, how its method accounts for survivorship bias and like-for-like comparisons, and what the latest Australian results suggest across equities, A-REITs and bonds.
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new market regime. Moving beyond the dominant AI narrative, he highlights where markets may be mispricing both risk and opportunity, from private credit vulnerabilities to disruptions in enterprise software. The episode provides advisers with a framework for navigating uncertainty while identifying durable sources of return within global equities.
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.
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.]
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing divergence within Australian commercial property, the structural forces still supporting industrial, the more selective opportunities emerging in office and retail, and why advisers need to think in sector-specific rather than broad asset class terms. A major focus is medical property, where demographic change, tenant quality, lease design, and disciplined risk management are combining to make the sector an increasingly relevant consideration for client portfolios.
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They explore how quality real assets can provide income, inflation protection and diversification at a time when retirees face volatility, higher living costs and the disappearance of hybrids. The discussion spans the characteristics of strong properties, tax-deferred income, valuation cycles, and why replacement-cost dynamics are creating an attractive entry point. They also examine the 40-year track record of the Dexus Wholesale Australian Property Fund, its diversified tenant base and its consistent distribution history, offering advisers practical insight into where property fits in modern portfolios.
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping portfolios. From the supply-constrained world of marinas and pubs to the fast-evolving landscape of retail centres and specialist disability housing, Biggins reveals why Australia’s current real estate environment is one of the strongest he’s seen in his career. With stable rates, elevated construction costs curbing future supply, and strong cash-yielding opportunities across niche sectors, advisors are discovering compelling pathways to uncorrelated, mid-teen returns backed by hard assets, and guided by MA Financial’s hands-on operational expertise.
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of credit secondaries. They cover this dynamic corner of the private markets, including how liquidity is provided to investors, the difference between GP-led and LP-led deals, and the evolution of diversification and transparency within this asset class.
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.
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 portfolio construction, and why the mid-market offers compelling growth with less reliance on leverage. They cover where private equity fits for advisers, sector tilts to healthcare and technology, and how evergreen semi-liquid structures are opening access to this asset class for a wider investor base.
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 argues that structural shifts - in demographics, energy, and data infrastructure - are redefining what makes a property valuable, and explains how opportunistic investing can turn dislocated assets into high-performing solutions. From logistics and residential to thematic redevelopment, Taylor lays out a blueprint for navigating real assets with thematic clarity and executional edge.
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 area that brings in both arms of private capital – equity and debt – which puts expertise at a premium. The Inside Network's Tahn Sharpe talks to Bruce Wan from commercial property experts MaxCap Group to discuss the challenges and opportunities in this critical alternative sector.
In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been one of the best performing commercial property sectors over the last 15 years, its resilience against the office downturn, and the tailwinds that are set to drive it higher.
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 Networkmanaging editor Tahn Sharpe sits with Nick Miller from Brisbane-based private equity purveyors Fortitude Investment Partners to discuss the rise of PE, its place in the private capital world and what investors should be wary of.
Investor Strategy News editor Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity investment in social and renewable energy infrastructure both in Australia and abroad.
Lonsec chief executive Mike Wright sits down with The Inside Network managing editor Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered the investment landscape and how the “new captains of capital” are wielding their influence.
Investor Strategy News editor 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 transition.
Investor Strategy News editor 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 transition.
Respected advice technology expert, Finura Group's Peter Worn, grabs a coffee with The Inside Network managing editor Tahn Sharpe and chats about the systems and processes that form the backbone of the advice administration system; what works, what doesn't, and where did I put my password?
The Inside Network's managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees developing in the investment landscape.
Investor Strategy News editor Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and more.
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; who's getting it right, how should it be done and how to explain it to your clients.
The Inside Network's managing editor Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for advisers.
We sat down with Jon Glass, retirement expert and speaker, to discuss his essential methods and recommendations for guiding his clients toward a fulfilling retirement.
The Evergreen Responsible Investment Grading Index (ERIG Index) assigns responsible investment grades to managed funds, providing financial advisers with a powerful tool for portfolio analysis and product search using RI filters. Evergreen Consultants Director Angela Ashton believes this Index will provide a clear definition and framework for Responsible Investing.
Hayden Nicholson ETF/LIC Specialist at Bell Potter Securities discusses everything LICs (Listed Investment Companies) and what comes after them with Peter White from The Inside Network.
An in depth interview to uncover the impending changes to superannuation system and move towards passive and factor investing in light on the APRA heat maps, with Chris Briant, Head of Parametric in Australia.
The CURE ETF has offered performance since inception of 27.2% pa (compared to the S&P500 offering 13.1% and S&P Global 1200 Healthcare offering 10%).
How did Datt Capital achieve this result and what are the current themes Emanual Datt is pursuing as a 2021 follow up? Peter White puts these questions and more to Emanuel Datt.
IN Chats with Quantifeed and Franklin Templeton discussing the future trends in robo advice and digital wealth.
Is there an alternative for cash and fixed interest in the new normal investment environment of low interest rates?
The head of Parametric's Australian Operations, Chris Briant speaks with our own, Peter White. Super funds are coming under increasing pressure from all angles including: fees, returns, costs on the one hand and regulation and consolidation pressures on the other, and now we can add COVID-19 to that mix. Parametric is best known for helping increase super fund returns through deft advice on management of taxation and implementation expenses associated with Equity Portfolio Management, has launched a one stop investment management solution branded as an Equity Agility Platform. It's designed to streamline costs, improve returns and has the flexibility to assist and enable funds to execute policies, pivots and special programs within one agreement.
The record low interest rates are great news for borrowers but not so much for investors and savers. Investors are now examining all investment options with the aim of achieving a return somewhat greater than a term deposit of around 1.7% for one, two or three years. Unlisted direct property funds, generally at the lower end of the risk and return scale, make a compelling investment case. Peter White sits down with Steven Bennett, head of direct property at Charter Hall.
Trade your conviction: Recently ETF Securities launched two new products which recognise the incredible popularity and performance of the Nasdaq. The products are the ETFS ultra short Nasdaq 100 hedge fund (ASX code SNAS) and the ETFS ultra long Nasdaq 100 hedge fund (ASX code LNAS). Kanish Chugh, co head of sales at ETF Securities discusses the nature of these turbo charged instruments by virtue of their leveraged nature.
Emanuel Datt, Managing Director and Chief Investment Officer of boutique investment firm Datt Capital. This podcast highlights, that being active and agile can benefit investors, given the challenging economic backdrop. As an active manager, Datt Capital utilises a multi-asset investment approach which reduces downside risk and volatility in returns.
In this podcast Charter Hall Industrial and Logistics CEO Richard Stacker examines the implications of COVID-19 for the sector and positioning of its properties in the current economy.
Welcome to another podcast focusing on the topic du jour, indeed, the topic of the decade, even the topic of the century, biotechnology and the current pandemic. ETF Securities have created an exchange traded fund with the apt ASX code 'Cure' which provides individual investors and SMSFs easy and inexpensive access to the US biotech market.
Federation Asset Management, a relatively new name in funds management but with an impeccable blue chip heritage, currently has a capital raising open to individual investors in the alternatives space. CEO Cameron Brownjohn outlines the Federation model and the IPO opportunity.
Cor Capital Founder Davin Hood explains the manager’s proven strategy for producing attractive returns throughout the cycle.
Australian superannuation funds readjusting their investment portfolios need to carefully consider all the tax implications and not focus solely on timing and transaction costs. In our new Shed Chats #podcast featuring the latest research, Parametric Managing Director of Research (Australia) Raewyn Williams points out that ignoring the tax consequences can potentially cost the portfolio 13 bps – a leakage exceeding the transaction costs by more than six times.
Damien Klassen chief executive at Nucleus Wealth picked the COVID-19 crash. He now discusses how to rebuild portfolios in the eye of a pandemic.
ETF Securities chief executive Kris Walesby explains why and how the new ETFS FANG+ ETF will work for Australian investors.
The early April assessment of global stock markets by one of the world’s leading listed infrastructure portfolio managers, Charles Hamieh.
Listen to co-founder and chief executive of global listed Infrastructure manager RARE Infrastructure Nick Langley and its global head of distribution Matt Bushby discuss the coronavirus and oil price induced market volatility.
Will its growth mirror the slow but then phenomenal advance in passive investing. Insider Peter White joins Quantifeed’s Graeme Brant to analyse the potential parallel pathways.
In a lower for longer environment does investing in an Australian bond fund make sense? Most definitely, says Jonathan Baird an investment specialist at Western Asset, who is discussing fixed interest investing with Peter White.
Our latest podcast looks at the advantages of listed infrastructure vs. unlisted infrastructure with Charles Hamieh from RARE Infrastructure, the Australian based global listed Infrastructure manager
What is ROBO advice? How does it work, and how can an organisation such as a bank, or broker add a digital platform to their list of wealth advisory products and services ? In this podcast Quantifeed Senior Executive Strategic Partnerships, Graeme Brant, who is based in Sydney, discusses these issues in the Australasian context and also reviews the current successful digital advisory platform rollout by Singapore headquartered DBS.
Queenie is the Marketing Strategist at Raiz, an innovative mobile-first app that allows you to build your investments and savings by investing your small change into the stock market, building up a diversified portfolio. Raiz has recently been awarded Australia’s Investment Platform Innovator of the Year at the 2019 FinTech business Awards and before that won the Investment Innovator of the Year 2 years running. The platform continues to grow with over 1 million downloads in Australia.
In this podcast, Shed Chats journalist Peter White sits down with the CEO of Clime Group, Rod Bristow to chat about Trust and Integrity in Financial Markets, about leading the way with action as opposed to words and how Clime is repositioning products to reach more investors. Enjoy.
Growth Farms offers investors exposure to the Australian Farm sector. In our latest podcast Peter White chats with Growth Farms managing director David Sackett to learn more about the Growth Farms business and current opportunities for investors.
The Australian reporting seasons (in February and August) are important periods for markets, with much more fundamental company information available to investors than at other times in the year. This season, however, while company fundamentals are largely intact, profit results have been clouded by negative sentiment coming from politics, financial conditions and house prices. In this Legg Mason podcast, Martin Currie's Chief Investment Officer Reece Birtles, provides context to the recent company reporting season and economic environment, from both a fundamental and analytical perspective, and discusses the implications for investment portfolios.
With general agreement we are in a late cycle investment environment, adviser and investor attention is increasingly focusing on how to lock in reliable sources of income… especially with the changes to franking cash rebates on the radar. Australian based global listed infrastructure manager RARE, part of the Legg Mason stable (FUM 2t) has for some time enjoyed significant success with its Infrastructure Investment Fund in the US and UK in particular. In our current podcast Peter Whites chats with the fund’s portfolio manager, Shane Hurst, explains the philosophy and mechanics of the fund and its relevance to Australian investors seeking to manage the prospective volatility and uncertainty of investment markets in 2019.
Commercial property specialist Think Tank offers individual investors attractive rates of return via their commercial property backed investment bonds. Will the weakness in RESI flow thru to commercial property? In this edition of Shed Chats Peter White discusses this ‘front burner issue’ with Think Tank Company secretary Per Amundsen
RARE Infrastructure CEO/CIO Nick Langley calls the cycle and explains why listed infrastructure is a sound defensive strategy for current market conditions.
Steven Bennett, head of Charter Hall Direct discusses the attractions of investment funds focused on industrial property with Peter White.
Peter White chats with RARE Infrastructure CEO/CIO Nick Langley, on the attractions of Global Listed infrastructure for long term investors and why US utilities could be good for your portfolio.
This episode we invite Thinktank CEO Jonathan Street to sit with Peter White in the Shed to have a chat about why Self Managed Super Funds should invest in commercial property funds.