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INSight #187 with David Ross from Northleaf Capital Partners

David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on how private credit endured the pandemic.

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...

Volatility creating stock-picking opportunities in micro caps, says Ellerston

Market volatility may be unsettling investors, but it is creating compelling opportunities for active stock-pickers, says Ellerston Capital.

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...

Thematic investing for a fractured world: Where advisers should focus in 2026

As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not...

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...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...

Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...

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...