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INSight#175 with Sean Fenton from Sage Capital

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on whether inflation is a major concern for Australian equity portfolios.

From uncertainty to control: How Japan’s election reshapes risk

Perhaps the landslide victory for Japan's Liberal Democratic Party (LDP) will move the nation from being a tactical trade to a core strategic allocation.

Automation as a capacity strategy, not a tech strategy

The real advantage of automation lies not in adding more tools, but in deliberately redesigning workflows to protect adviser time and redirect it toward...

Daily Market Update: 5 January 2026

The S&P/ASX 200 Index (ASX: XJO) edged 3 points higher to close at 8588.2, halting a three-day losing streak, though the index remains down 1.3...

Volatility creating stock-picking opportunities in micro caps, says Ellerston

Market volatility may be unsettling investors, but it is creating compelling opportunities for active stock-pickers, says Ellerston Capital.

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...

The PE puzzle with Nick Miller from Fortitude Investment Partners

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...

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...

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...