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Income & Defensive Assets Symposium 2022: INBrief with Adam Bronts from Castlerock Property

Adam Bronts from Castlerock Property speaks with James Dunn at The Inside Network's Income & Defensive Assets Symposium on homing in on a long-term view property niche.

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.

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.

Mean reversion: powerful until the regime shifts

Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...

Daily Market Update: 17 December 2025

ASX (ASX:XJO) selloff continues, technology sinks as Life360 (ASX:360) hits three month low, energy down on Russia-Ukraine negotiations The local market...

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...

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...

Global real estate: income and the contrarian case with David Kruth from Dexus

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...

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...