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Brilliant Investment Thinking by Advisers for Advisers.
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Wealth in motion: Advisers face the reality of the great transfer

The great inter-generational wealth transfer is not something that's imminent, or on the horizon; it's happening now, and advisers need to get to grips with it.

Primaries take the lead: How Rachael Lockyer sees the future of private equity

Amid an evolving landscape, increasingly crowded with capital and complexity, the true engine of private equity value remains unchanged: it's early entry and...

Private credit’s next frontier: Gary Lin on the unfolding opportunity for advisers

Private credit should not be thought of as a niche satellite allocation, but as a core component of diversified income portfolios.

Private credit: Balancing income, risk and manager selection in client portfolios

Private credit can meet core client objectives if it is approached with discipline, transparency and a deep understanding of both the manager and the...

Infrastructure at a crossroads: Investing for scale and society

Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...

The steady hand in volatile markets

The appeal of private credit starts with its ability to strip away the day-to-day distractions that plague public markets, says Andrew McVeigh, managing...

Why fixed income benchmarks are built for issuers, not investors

It's a bugbear for investors that in the fixed income world, benchmarks are very different to what they represent in the equities world. In FI, departing from...

From risk to reward, the case for default arbitrage

Far from being a purely negative outcome, defaults can form the basis of a tradeable, diversifying asset class that sits alongside more traditional fixed...

Where to find private credit’s best yield-for-risk

The most compelling opportunities in private credit can often be in the more niche exposures, says manager Oaktree.

Where to find private credit’s best yield-for-risk

The most compelling opportunities in private credit can often be in the more niche exposures, says manager Oaktree.

Stress-test for rallies, not just recessions

At the recent The Inside Network Income & Defensive Symposium, Mercer principal Andrew Stewart challenged advisers to widen their lens on portfolio risk,...

A compelling case for public credit in a risk-aware world

Investment-grade credit is having a moment. For Phil Strano, portfolio manager at Yarra Capital Management, the appeal lies not in hype or headlines, but in a...

Using real estate in portfolios to create the right balance between income and illiquidity  

Investors have a deep affinity with real estate, but how to classify it within a diversified portfolio is sometimes a dilemma.

Dexus on path to redefine opportunistic real estate investing

Opportunistic real estate investing is no longer about simply buying cheap and hoping for a rebound. Instead, it is about pairing scale with executional depth,...

From vacancy to value

With financial markets inching toward a fragile new equilibrium and commercial real estate (CRE) valuations stabilising after several quarters of volatility,...

Leadership is a craft: Jim DeCarlo on building great advice firms

Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.