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Australian Ethical Adviser Voice Series: Mark Spencer

An adviser who has seen his clients become more engaged with their portfolios through ethical investing.

 

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

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.

Your brain on red: why the wealth management industry’s crisis playbook is making things worse

The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.

Markets broaden, macro returns and AI rewrites the playbook: Franklin Templeton sets out its 2026 outlook

After years of narrow market leadership, Franklin Templeton’s portfolio managers argue that 2026 will reward investors who embrace broader market...

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 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...

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

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...