Brilliant Investment Thinking. Shared.

BIT #19: Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes

Tue, 14 Apr 2026 09:00:00 +1000

In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations and market stress, investors are searching for reliable sources of income and diversification. This conversation examines trade finance as a potential solution, highlighting its low correlation profile, self-liquidating structure and disciplined risk framework. The discussion covers portfolio construction, liquidity design and governance, helping advisers understand where this strategy fits, whether as a diversifier, defensive allocation, or complement to traditional fixed income. [For general advice only and does not take account the objectives, financial situation or needs of investors. All investments contain risk and may lose value.]

BIT #18: Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management

Mon, 16 Mar 2026 09:00:00 +1000

In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing divergence within Australian commercial property, the structural forces still supporting industrial, the more selective opportunities emerging in office and retail, and why advisers need to think in sector-specific rather than broad asset class terms. A major focus is medical property, where demographic change, tenant quality, lease design, and disciplined risk management are combining to make the sector an increasingly relevant consideration for client portfolios.

BIT #17: Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

Tue, 02 Dec 2025 09:00:00 +1000

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They explore how quality real assets can provide income, inflation protection and diversification at a time when retirees face volatility, higher living costs and the disappearance of hybrids. The discussion spans the characteristics of strong properties, tax-deferred income, valuation cycles, and why replacement-cost dynamics are creating an attractive entry point. They also examine the 40-year track record of the Dexus Wholesale Australian Property Fund, its diversified tenant base and its consistent distribution history, offering advisers practical insight into where property fits in modern portfolios.

BIT #16: Unlocking real estate’s hidden gems with Julian Biggins from MA Financial

Tue, 25 Nov 2025 09:00:00 +1000

In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping portfolios. From the supply-constrained world of marinas and pubs to the fast-evolving landscape of retail centres and specialist disability housing, Biggins reveals why Australia’s current real estate environment is one of the strongest he’s seen in his career. With stable rates, elevated construction costs curbing future supply, and strong cash-yielding opportunities across niche sectors, advisors are discovering compelling pathways to uncorrelated, mid-teen returns backed by hard assets, and guided by MA Financial’s hands-on operational expertise.

BIT #15: Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

Wed, 15 Oct 2025 09:00:00 +1000

In this episode, Ed Goldstein, Partner and Chief Investment Officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of credit secondaries. They cover this dynamic corner of the private markets, including how liquidity is provided to investors, the difference between GP-led and LP-led deals, and the evolution of diversification and transparency within this asset class.

BIT #14: Stability in a volatile world with Andrew McVeigh from Remara

Wed, 15 Oct 2025 09:00:00 +1000

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with consistent cash flow and managed liquidity. They explore redemption design, SME lending, Australia’s deep securitisation market, manager alignment via first-loss risk retention, and why floating-rate exposures help reduce duration risk for advisers seeking steadier outcomes.

BIT #13: The rise of private equity secondaries with Charlotte Morris

Wed, 24 Sep 2025 09:00:00 +1000

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 portfolio construction, and why the mid-market offers compelling growth with less reliance on leverage. They cover where private equity fits for advisers, sector tilts to healthcare and technology, and how evergreen semi-liquid structures are opening access to this asset class for a wider investor base.

BIT #12: Real returns from real assets with John Taylor from Dexus

Tue, 15 Jul 2025 09:00:00 +1000

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 argues that structural shifts - in demographics, energy, and data infrastructure - are redefining what makes a property valuable, and explains how opportunistic investing can turn dislocated assets into high-performing solutions. From logistics and residential to thematic redevelopment, Taylor lays out a blueprint for navigating real assets with thematic clarity and executional edge.

BIT #11 The commercial property enigma with Bruce Wan from MaxCap Group

Fri, 07 Feb 2025 09:00:00 +1000

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 area that brings in both arms of private capital – equity and debt – which puts expertise at a premium. The Inside Network's Tahn Sharpe talks to Bruce Wan from commercial property experts MaxCap Group to discuss the challenges and opportunities in this critical alternative sector.

BIT #10: Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

Thu, 16 Jan 2025 09:00:00 +1000

In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been one of the best performing commercial property sectors over the last 15 years, its resilience against the office downturn, and the tailwinds that are set to drive it higher.

BIT #9: The PE puzzle with Nick Miller from Fortitude Investment Partners

Mon, 14 Oct 2024 09:00:00 +1000

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. The Inside Network managing editor Tahn Sharpe sits with Nick Miller from Brisbane-based private equity purveyors Fortitude Investment Partners to discuss the rise of PE, its place in the private capital world and what investors should be wary of.

BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Mon, 29 Jul 2024 09:00:00 +1000

Investor Strategy News editor Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity investment in social and renewable energy infrastructure both in Australia and abroad.

BIT #7: The new captains of capital with Mike Wright from Lonsec

Mon, 22 Jul 2024 09:00:00 +1000

Lonsec chief executive Mike Wright sits down with The Inside Network managing editor Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered the investment landscape and how the “new captains of capital” are wielding their influence.

BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Mon, 08 Jan 2024 09:00:00 +1000

Investor Strategy News editor Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero transition.

BIT #5: Advicetech attraction with Pete Worn from Finura Group

Wed, 11 Oct 2023 09:00:00 +1000

Respected advice technology expert, Finura Group's Peter Worn, grabs a coffee with The Inside Network managing editor Tahn Sharpe and chats about the systems and processes that form the backbone of the advice administration system; what works, what doesn't, and where did I put my password?

BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners

Wed, 11 Oct 2023 09:00:00 +1000

The Inside Network managing editor Tahn Sharpe and Peloton Partners' Rob Jones get together to talk about the vexed issue of pricing in financial advice; who's getting it right, how should it be done and how to explain it to your clients.

BIT #3: Super fund benchmarking with Ian Fryer from Chant West

Wed, 11 Oct 2023 09:00:00 +1000

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

BIT #2: Investment dynamism with Paul Saliba from SQM Research

Wed, 11 Oct 2023 09:00:00 +1000

The Inside Network's managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees developing in the investment landscape.

BIT #1: Compliance matters with Sean Graham from Assured Support

Sun, 24 Sep 2023 09:00:00 +1000

The Inside Network's managing editor Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for advisers.