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Brilliant Investment Thinking by Advisers for Advisers.
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Sustainable investing: Two paths to a common destination

Sustainable investing is increasingly recognised as the practice of incorporating environmental, social and governance (ESG) factors into investment...

Size, structure and selectivity: the real work behind private credit

Across private wealth portfolios, private credit has become something of a buzzword – frequently cited, but often misunderstood. At the Investment Leaders...

Small caps boasting a ‘moat’ can enjoy long-term outperformance

The dominance of the share market’s heavyweights over the past three years is making valuations further down the line look attractive again.

Why direct lending deserves a place in private wealth portfolios

If there was any doubt that private credit has moved from the margins to the mainstream, John Valtwies dispelled it at the Investment Leaders Forum held at...

When investment strategy meets public-policy imperatives

The attraction of a specialist managed fund should be in the manager's ability to position the fund to tap into strong and sustained tailwinds. The Barwon...

Rehabilitating duration: the hidden strength of fixed income

For much of the last decade, fixed income has been the dinner guest that no one wanted to sit next to. Low yields, scarring losses, and correlation breakdowns...

Wagging the dog:  Why US Treasuries may no longer be a haven

Perhaps the assumption that markets are still anchored by predictable economic policies needs to be challenged. For the first time since the fall of the Berlin...

Luck, skill, and the case for spread-based investing

In a wide-ranging and deeply considered contribution at the Investment Leaders Forum in Byron Bay, Hugh Selby-Smith, co-chief investment officer at Talaria...

Head-to-head: Value versus growth in global equities

As with so many debates that have passionate adherents, the value-versus-growth debate is not one where investors need to pick a side. Ultimately, both value...

In private equity, it’s best to be swimming with the tide

Nick Miller prefers swimming with the tide. He definitely realised this when swimming around Hong Kong Island as part of a six-person relay team that set a...

Evergreen secondaries exposure striking a chord with advice market

The secondaries market for private credit and private equity is finding growing appeal from an advice industry constantly searching for yield plays in the...

Trump-inspired market gyrations the first big test for Australia’s SMA consultants

The spectacular market gyrations of April, sparked by escalating trade conflicts, geopolitical tensions and the Presidential ‘X’ account, represent the...

Delving further and deeper in the PE ocean improves the catch

When Tyler Jayroe told a friend he was visiting Australia for The Inside Network’s Alternatives Symposium, the friend – a marine life enthusiast – told...

New breed of debt securities emerging to replace $40 billion in bank hybrids

APRA put the cat among the pigeons when it put these securities on notice. Investors looking for alternative investments offering similar yields are finding...