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INSight #306 with Alec Cutler from Orbis Investments

Alec Cutler from Orbis Investments speaks to James Dunn from The Inside Network on the revenge of the stock-picker.

Post-acquisition performance now key to healthcare property outperformance

In modern healthcare property, ownership is only the starting point. Performance now hinges on active management, tenant ecosystems and execution discipline.

Merchant takes minority stake in Infinity as advice M&A accelerates

US-backed Merchant’s minority investment in Infinity highlights why well-governed advice businesses are attracting strategic capital as consolidation,...

Daily Market Update: 13 March 2026

Australian market sell-off amid oil shock The S&P/ASX 200 Index (ASX: XJO) fell 114.50 points to 8,629, wiping roughly $40 billion from the Australian...

China repriced: trade shifts, sector surges and a new growth model

Tariff fears have faded, but the real story is China’s economic pivot and sharply diverging sector performance. As trade realigns and policy drives...

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...

The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...

The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...

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...