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The private credit process: INDepth with Andrew McDonnell from Arrowpoint Capital

Andrew McDonnell from Arrowpoint Capital shares insights with James Dunn from The Inside Network on the private credit process.

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: 30 January 2026

ASX flat as energy, materials offset retail losses, Lynas (ASX:LYC), Iluka (ASX:ILU) sink on price floor concerns, Deep Yellow (ASX:DYL) jumps on uranium...

Daily Market Update: 1 December 2025

Australian Market Overview The Australian market ended the week on a steady footing, with the S&P/ASX 200 finishing flat at 8614.1, though it still gained...

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

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...

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...

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 real estate’s hidden gems with Julian Biggins from MA Financial

In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...