INSight #439 with David Keir from Dundas Global Investors
David Keir from Dundas Global Investors shares insights with James Dunn from The Inside Network on reversing the payout ratio.
Uncategorized
Wednesday 11th June 2025
Share
Six lessons from years of market cycles every investor should know
A seasoned investor’s guide to surviving market cycles: these lessons distil decades of insight into six clear principles for advisers to consider.
INSight #463 with Josh Lee from Link Wealth Advice and Levera Solutions
Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on misconceptions about outsourcing.
Daily Market Update: 17 March 2026
ASX (ASX:XJO) posts lowest weekly close since December as Iran war wipes $190bn from market The Australian sharemarket fell to its lowest weekly close since...
Mean reversion: powerful until the regime shifts
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
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...
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...
The commercial property enigma with Bruce Wan from MaxCap Group
The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...
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...