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INSight #459 with Rob Hinchliffe from PineBridge Investments

Rob Hinchliffe from PineBridge Investments, doesn't agree with the traditional method of grouping companies by sectors. He speaks to James Dunn from The Inside Network on portfolio construction.

Turning fear into function: Why allocating to volatility can reinforce portfolios

For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...

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...

Thematic investing for a fractured world: Where advisers should focus in 2026

As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not...

Inside the secondaries boom

With secondaries volumes topping US$200 billion, what was once a niche corner of private markets is rapidly becoming a mainstream tool for investors seeking...

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 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...

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...

Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...