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Brilliant Investment Thinking by Advisers for Advisers.
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How to find hedge funds investing in ‘dynamism and change’

There’s around 15,000 hedge funds in the world – but how many of them are really hedge funds? When you’re looking for non- or less-correlated returns, it...

Income, growth and impact: Why the SDA sector is the next big emerging asset class

Born out of a government program, the Specialist Disability Income sector has expanded into a robust private market investment opportunity for those with the...

What really matters in alternatives manager selection

High returns help, but what’s more important is trust, accountability, and making sure that the remuneration structures aren’t “really cheeky”.

Property subsectors firm as positive portfolio additions across the spectrum

While it's broadly considered an alternative asset class, there are still traditional and non-traditional subsectors to real estate. Both have their...

Secondaries market headed for 'record year' as private markets surge

As the twin pillars of private markets – debt and equity – have expanded, so has the burgeoning secondaries market behind it. Allocations continue flowing...

Adding alternatives appropriately means nailing the decision framework

The alternatives sector is unique in that it's largely defined by what it's not. Accordingly, how you fit alternatives within your existing asset class...

Private capital's secret data driving savvy decision-making in secondaries market

The private markets juggernaut is one that has also thrown up a wealth of data that other players can use to sharpen up due diligence when making their own...

Alternative managers zero in as regional investment demand spikes

Asset managers have quickly ascertained the region's growing appetite for alternative investments will not abate any time soon, but liquidity and gate...

The active advantage in small cap investing explained

The rise of passive investment makes tremendous sense, especially when the index being tracked is on the large cap side. Move down the index, however, and it...

VC is booming in NZ, and the opportunity set for investors is expanding

NZ punches above its weight in many sectors, with deeptech the latest to surge on the back of a global mindset, an abundant talent pool and VC enterprise that...

'Changing dynamic' between public and private markets worth watching: ASIC

Private markets are worth around $14 trillion globally, ASIC believes. It's not sure, and that uncertainty hints at the wider problem – private markets, and...

Why value is better at taking market beat-downs

Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.

Term deposit turn has retirees in two minds as private credit gains steam

With many economists expecting the Reserve Bank to start cutting interest rates in early 2025, returns on term deposits could feel the pinch. Private credit is...

Investors shake off home bias, shift to international equities

Australian investors are looking past the allure of franking credits and moving towards more unbiased diversification, with ETFs providing a cheap, liquid and...