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INSight #327 with Ben Preston from Orbis Investments

Ben Preston from Orbis Investments shares insights with James Dunn from The Inside Network on diversification in name only.

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...

Daily Market Update: 10 December 2025

Australian market slips on hawkish RBA toneThe benchmark S&P/ASX 200 Index (ASX: XJO) closed down 0.5 per cent at 8,585.90, as investor optimism about...

Daily Market Update: 5 February 2026

Australian market overviewThe Australian sharemarket extended gains for a second session as investors rotated back into resources, with the S&P/ASX...

AI’s winners and losers: why advisers should look beyond the mega-caps

While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...

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...

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...

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...