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Brilliant Investment Thinking by Advisers for Advisers.
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3 articles from

David Dix

David is the head of asset management at Thinktank Asset Management and has over 25 years experience in funds management, specialising in alternatives, multi asset and private markets.

Liquidity in private credit: separating promise from practice

As private credit allocations grow, so too do questions around liquidity risk. This piece helps advisers look beyond headline redemption terms to understand...

Breaking the concentration trap: Understanding the comfort of familiar assets and the cost of hidden risks

Many portfolios feel diversified but aren’t, and the hidden cost of that comfort only reveals itself in the next market shock.

What Test cricket taught me about investment management

Much like the world’s best test Test cricket bowlers, the best investment managers are more about consistency than flamboyancy. Here, one experienced...