Australian Ethical Adviser Voice Series with The Inside Network: Tanya Carlson
Meet Tanya Carlson - a financial adviser Investing with Heart
Analysis
Tuesday 14th February 2023
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Biodiversity tools disagree: What Melbourne research means for adviser due diligence
When biodiversity scores can’t agree on who the worst offenders are, advisers need to know what’s really behind those glossy green numbers.
Convictions in the era of controlled disorder
With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...
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...
Is value finally back? What the new earnings cycle means for advisers
Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into...
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...
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...
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...
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...