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INSight #381 with Nick Miller from Fortitude Investment Partners

Nick Miller from Fortitude Investment Partners speaks to Lachlan Maddock from The Inside Network about the sector expertise Fortitude Investment Partners has.

Daily Market Update: 04 December 2025

Market edges higher on soft GDP dataThe Australian share market nudged higher on Wednesday, with the S&P/ASX 200 Index (ASX: XJO) rising 15.5 points, or...

Bondholders beware: The hidden credit cost of funding the AI revolution

A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...

Asian listed credit: An engine of yield and liquidity 

As traditional income strategies falter, Asian listed credit is emerging as a liquid, underexplored source of yield that fits squarely within a fixed income...

AI isn’t coming for your job. It's coming for your mind

Perhaps in the future the people who thrive won’t be those who use AI most, but those who can still think without it. Perhaps in the future the people who...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...

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...

Super fund benchmarking with Ian Fryer from Chant West

Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...

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...