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INSight #379 with Nick Miller from Fortitude Investment Partners

Nick Miller from Fortitude Investment Partners shares insights with Lachlan Maddock from The Inside Network on how the focus on domestic mid-market private equity differs.

Discounts deepen as private equity valuations tighten

Explore how a quiet revolution in private equity valuations, exits and discounts is reshaping risk, liquidity and opportunity in client portfolios.

Fixed income in 2026: deficits, AI and the case for global diversification

Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh...

Third Link's fund managers look to fundamentals after a wild 2025

The Third Link Growth Fund’s managers expect 2026 to mark a return to fundamentals, with valuation discipline, earnings quality and selective stock-picking...

Daily Market Update: 09 February 2026

Australian market sentiment steadies The Australian share market showed signs of stabilisation following a sharp rebound in US equities, as easing concerns...

Compliance matters with Sean Graham from Assured Support

Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...

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...

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...