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.
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.
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.
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 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.