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Brilliant Investment Thinking by Advisers for Advisers.
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Secondaries coming to the fore in private markets: Pantheon

Secondaries aren't new, but the growth of private markets in the last decade has propelled the assets into the mainstream as investors from different pools of...

Getting clear on senior secured loans, without the myths

The contemporary notion of senior secured loans needs to be updated to reflect some of the inherent characteristics that make it one of the fastest growing...

Why this family office invests in music and mayhem

Natural catastrophe reinsurance and music royalties have been big winners for PG3, the family office of the founders of Partners Group, which is now bringing...

Private equity's smaller sectors shine amidst information asymmetry advantage

Companies are eschewing publicly listed markets in favour of private ownership, which has warped the availability of information to investors. For those with...

'We were ruthless': KeyInvest gets serious on private credit manager selection and reporting

Private credit has been crying out for reporting standards that are clear and homogenous, but the industry is so disparate that a solution always seemed far...

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...