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Brilliant Investment Thinking by Advisers for Advisers.
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SVB damage contained by Fed support, but VC and PE managers count losses

The US Federal Reserve may have guaranteed deposits at the failed bank, but its collapse constitutes a major scare for venture capital outfits and private...

Supply chains normalising, but labour still problematic for private debt purveyors

Many supply chain issues have been alleviated in the last year as restrictions eased in the wake of the pandemic, said Alceon's Phil Green, but labour remains...

Follow the deals: To thrive in private equity, back a good fund manager

With private equity becoming more accessible, retail investors can now take advantage of the asymmetry-of-information and diversification benefits PE offers,...

Private-for-longer shifts opportunity set from public markets

The amount of capital being made available to private companies has surged in recent decades, making it possible, and often preferable, to keep companies...

'Best entry point in asset class history' for SSLs: Invesco

Senior secured loans make an attractive proposition in an inflationary environment, says Invesco's Ashley O'Connor, especially when returns are stable and...

Private equity opportunities may offer recession buffer, with some risk

Despite its lack of liquidity, PE's popularity in the institutional and wholesale market is set to filter into the retail market with more fund managers...

Why private debt is a better way to get companies to meet ESG goals

While ESG arose in the space of listed equities, private debt managers can be more effective than equity funds or other fixed income investors in getting...

Smart money is pouring into private markets and away from risk assets

New data from bfinance and Invesco sees Australian investors and sovereign funds reducing exposure to growth assets in favour of private markets

Sovereign wealth funds tap external managers for private markets payday

Sovereign wealth funds have hit pause on their internalisation programs as they discover that they aren't naturals at private markets investing. And inflation...

FTX collapse shatters trust in cryptocurrency

The collapse of the fifth largest cryptocurrency exchange, joining a growing list of crypto casualties this year, has raised serious doubts about the asset...

Alceon's private debt fund remains resilient despite rising input costs and higher rates

Alceon Group maintained its view that the sector will remain strong for the remainder of this year given its robustness and healthy deal pipeline.