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Insights for Retirement Investing.
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The future of advice: Adviser Insights with Scott Carmichael from Escala

How will the advice industry promote best practice with the great intergenerational wealth transfer? Scott Carmichael, partner at Escala, offers his insights on how young advisers have a crucial role in meeting the needs of the next generation in tone, technology and rapport, as wealth is passed from one generation to the next.

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Forty years of fundamentals: Ram Rasaratnam on the evolution of quant investing

In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.

Convictions in the era of controlled disorder

With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...

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.

Finding value when momentum runs hot

As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...

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...

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...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...