Thursday 18th January 2024
Karl Dasher from Polen Capital shares insights with James Dunn from The Inside Network on whether credit is positioned now as a must-have in any truly diversified portfolio.
Adviser James O'Reilly had a long-held personal ambition to "stick a pin in the ground" and make a difference, but it was realising how much his clients wanted...
Appropriately enough, it took a regulatory breakdown to finally ruffle the policy chief's feathers. In the first of a series of whitepapers aimed at collating...
History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit...
For advisers building private equity allocations, secondaries offer liquidity, faster deployment and a more diversified starting point.
From behavioural coaching to difficult conversations, this article explores the seven human skills that increasingly separate good advisers from great ones.
Perhaps in the future the people who thrive won’t be those who use AI most, but those who can still think without it.
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
