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Brilliant Investment Thinking by Advisers for Advisers.
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Why private equity outperformance will continue – despite the valuation naysayers

There’s nothing mysterious about the performance of private equity, according to Hamilton Lane, and the mundane reasons it does better also means it will...

The ‘big misconception’ about insurance-linked securities

It’s possible to get equity-like returns from insurance-linked securities with much lower volatility. But a supposed asymmetry of information in the market...

'Common, observable and exploitable': Value distortions and the emerging market advantage

The functionality of value investing hinges on one important and fundamental premise: that humans are fallible and emotional operators that over-react,...

Orbis and the private ownership advantage in value investing

The vast majority of quality asset managers will go through periods of five years of underperformance or more, which makes it difficult for that firm to take...

Take a hard look at leverage in private lending: Challenger

As many as half of all Australian private lending managers are using leverage to juice their returns, according to Challengers Investment Management, exposing...

How to spread your allocation wings beyond traditional and into alternatives

Diving into alternative investments can be a daunting prospect, but a rewarding one for advisers looking to supplement their growth sleeve and add fresh...

Time to look past the perceived risks in private equity: Federation

Advisers may be holding back from private equity investment because they have an exaggerated view on the liquidity risks involved, but providers offer more...

Don’t wait for a recession to get into ‘misunderstood’ distressed debt

You don’t need the world to end to start investing in stressed and distressed debt, according to RBC BlueBay, but it helps. And what looks to be a multi-year...

How private equity is finding the ‘middle ground’: MLC

Lack of liquidity and transparency have long been sticking points in retail uptake of private equity, but the industry is changing its ways even as an...

Surging equity markets highlight importance of valuation discipline: Australian Ethical

An elevated market is a good thing, but investors that take a valuation mindset into asset allocation need to be wary of what that means for prices. "Chasing...

Foresters becomes first B Corp certified investment bond provider in Australia

For investors thinking holistically about future wealth, adding B Corp accreditation to the provision of investment and education bonds makes a compelling...

'No shortage of issues' with overseas property investing for SMSFs: Deloitte

There are far simpler avenues to overseas diversification for your SMSF than property, but if you are going to take this complex, and somewhat risky route, you...

Buffet’s ‘not-so-secret-weapon’ is a double-edged sword

Berkshire Hathaway is built to last, and probably will, with low debt levels and a vast waterfall of earnings that both insulate it against market mania and...

The trick to value investing is more fundamental than you think

It's not always about finding companies that have the biggest market share or the ones that dominate the headlines. For true value investors, the key is to...

'Collective wisdom of the past': Foresters Financial notches 175 years

Key to the ongoing survival of Foresters, the CEO explained, has been the ability to continually reinvent its product offering over generations while retaining...

'Make it cool': Hunt for grads heats up as professional service firms scramble for talent

Making up the adviser shortfall is going to be a challenge, with the big professional services firms just as desperate for top-level talent as advice groups....