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INSight #260 with Victoria Hardie from HMC Capital

Victoria Hardie from HMC Capital shares insights with Peter White from The Inside Network on what key thematic or demographic trends are being targeted.

Discounts deepen as private equity valuations tighten

Explore how a quiet revolution in private equity valuations, exits and discounts is reshaping risk, liquidity and opportunity in client portfolios.

Daily Market Update: 22 January 2026

ASX dips amid Trump tensions The Australian sharemarket declined for a third straight session on Wednesday, with the S&P/ASX 200 Index (ASX: XJO) falling...

Reflexivity and the risk of market feedback loops

In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions

Daily Market Update: 11 December 2025

Australian market slips as RBA signals possible 2026 rate hike The benchmark S&P/ASX 200 Index (ASX: XJO) edged down 0.1 per cent to 8,579.40 on Wednesday,...

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...

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...

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...

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...