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Podcast

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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 and market stress, investors are searching for reliable sources of income and diversification. This conversation examines trade finance as a potential solution, highlighting its low correlation profile, self-liquidating structure and disciplined risk framework. The discussion covers portfolio construction, liquidity design and governance, helping advisers understand where this strategy fits, whether as a diversifier, defensive allocation, or complement to traditional fixed income. [For general advice only and does not take account the objectives, financial situation or needs of investors. All investments contain risk and may lose value.]

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Super fund benchmarking with Ian Fryer from Chant West

Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...

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...

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...