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Brilliant Investment Thinking by Advisers for Advisers.
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Negative real yields positive for gold

Sentiment is shifting in the discussion about the outlook for gold. The view that the gold price will continue to weaken, as it has done for much of this year,...

Solving for 2022

“The previous cycle was the longest in history and it ended only due to the exogenous shock of the pandemic”. This is one of the key takeaways from...

Less-travelled paths to alpha in structured credit

For most of 2021, global credit investors have been basking in the goldilocks environment of accommodative Fed policy, generous fiscal stimulus, and a rather...

How investing in the SDGs mixes good causes with great returns

The UN’s Sustainable Development Goals have captured investors’ imagination as a means of helping society while also capturing decent returns. And...

How investing in the SDGs mixes good causes with great returns

The UN’s Sustainable Development Goals have captured investors’ imagination as a means of helping society while also capturing decent returns. And...

How investing in the SDGs mixes good causes with great returns

The UN’s Sustainable Development Goals have captured investors’ imagination as a means of helping society while also capturing decent returns. And...

An alternative source of income

Where commercial real estate (CRE) debt fits in a defensive portfolio with an income focus The problem with bonds Times are tough for investors or advisers...

An alternative source of income

Where commercial real estate (CRE) debt fits in a defensive portfolio with an income focus The problem with bonds Times are tough for investors or advisers...

An alternative source of income

Where commercial real estate (CRE) debt fits in a defensive portfolio with an income focus The problem with bonds Times are tough for investors or advisers...

Syndication and fractional investing offer 'free lunch'

In the 1950s American economist Harry Markowitz opined that diversification was the only “free lunch” in investing: a reference to the role of the...

Resilience when it counts

When the going gets tough. As a financial adviser responsible for allocating your clients’ capital, COVID-19 presented sudden and unexpected challenges...

The case for investing in the real estate debt sector

Interest rates and hence yields from most classes of investment, have experienced significant compression. This is true of cash, fixed interest and equities....

Five reasons fixed income still matters

Investors face a very uncertain environment today, with the COVID-19 pandemic still playing out, geopolitical tensions and a global economy characterised by...

Alceon Debt Income Fund rated 'Superior' by SQM

Alceon Group’s Debt Income Fund, which targets high, risk-adjusted returns from real estate lending, has been awarded a ‘Superior’ high...

Trilogy Industrial Property Trust growth highlights soaring demand

Specialist property-based fund manager, Trilogy Funds, added another two properties to its industrial portfolio in June and July, with a third scheduled to...

Are you pricing water risk?

Devastating floods, unseasonal hurricanes, excessive droughts, megafires, and more demonstrate how extreme water risk is global now. From an investor’s...