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Income & Defensive Assets Symposium 2022: INBrief with Justin Tyler from Daintree Capital

Justin Tyler from Daintree Capital speaks with Jamie Nemtsas at The Inside Network's Income & Defensive Assets Symposium.

Forty years of fundamentals: Ram Rasaratnam on the evolution of quant investing

In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.

Physics, pattern recognition and the pursuit of pure alpha

Stock markets are messy laboratories, says this physicist: rife with noise, shaped by emotion, and lacking the predictability of the natural world. But...

Structure, scale, usability: Inside a property fund built for advisers

Commercial property’s real advantage is often overlooked: income secured by lease agreements that rise steadily over time. Chris Davitt explains how the...

China repriced: trade shifts, sector surges and a new growth model

Tariff fears have faded, but the real story is China’s economic pivot and sharply diverging sector performance. As trade realigns and policy drives...

Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management

In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...

Advice pricing paradigms with Rob Jones from Peloton Partners

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...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

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...

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...