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INSight #272 with Cameron Brownjohn from Federation Asset Management

Cameron Brownjohn from Federation Asset Management shares insights with Peter White from The Inside Network on how ongoing high interest rates will impact PE activity.

AI’s winners and losers: why advisers should look beyond the mega-caps

While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...

Daily Market Update: 28 November 2025

Australian market outlookThe S&P/ASX 200 index rose 10.8 points to close at 8,617.3, gaining 0.1 per cent, continuing a third straight session higher. The...

Breaking the concentration trap: Understanding the comfort of familiar assets and the cost of hidden risks

Many portfolios feel diversified but aren’t, and the hidden cost of that comfort only reveals itself in the next market shock.

Daily Market Update: 17 February 2026

Australian market overview The S&P/ASX 200 Index (ASX: XJO) rose 19.50 points to 8967.10, with eight of 11 sectors advancing as technology stocks rebounded...

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...

The PE puzzle with Nick Miller from Fortitude Investment Partners

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...

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...

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...