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INSight #430 with Lauren Ryan from Thinktank

Lauren Ryan from Thinktank speaks to Laurence Parker-Brown from The Inside Network on the role private credit plays in a portfolio.

Daily Market Update: 12 March 2026

Australian market rally led by miners and banks The S&P/ASX 200 Index (ASX: XJO) rose 50.9 points to close at 8743.50 as investors rotated into heavyweight...

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: 15 December 2025

ASX rises as gold miners lead the charge The Australian share market posted its strongest gain in nearly three weeks on Friday, with the S&P/ASX 200 Index...

Reflexivity and the risk of market feedback loops

In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions

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 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...

Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...