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INSight #219 with Michael Birch from MDC Trilogy

Michael Birch from MDC Trilogy shares insights with Peter White from The Inside Network on the strategy behind his fund's primary sources of income.

Third Link's fund managers look to fundamentals after a wild 2025

The Third Link Growth Fund’s managers expect 2026 to mark a return to fundamentals, with valuation discipline, earnings quality and selective stock-picking...

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...

Daily Market Update: 06 March 2026

Australian market rebound The S&P/ASX 200 Index (ASX: XJO) rebounded 39.10 points, or 0.4 per cent, to 8940.50 as bargain hunters returned to equities...

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...

Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes

In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...

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...

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...

The commercial property enigma with Bruce Wan from MaxCap Group

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...