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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Secondaries’ ‘global opportunity’ comes to the land down under

Long the bailiwick of institutional investors, private markets secondaries are now trickling down to the wealth space as the market grows and new vehicles...

Plying the lower-mid PE market for 'hidden gems' with Fortitude's Nick Miller

The phenomenal growth of private equity's big players has left a yawning gap in the lower-mid market, which enterprising players like Fortitude Investment...

Bond attraction firms as rate cuts swell yields and non-correlation returns

With rates well and truly crested and bonds once again showing their strength as a defensive ballast mechanism, Capital Group believes the time might be right...

High regulatory bar makes healthcare a solid value play: Perennial

Idiosyncratic regulations around healthcare product marketing in Australia has led to an under-represented market, which in turn presents an opportunity for...

'Still weak': Listed asset managers need to evolve rapidly to escape ETF obliteration

With traditional equity managers losing the fight against passive product providers, diversification into more specialist classes of asset management may...

Lonsec upgrade places Barwon’s listed PE fund on par with Zenith rating

A feeder fund for one of Barwon Investment Partners' founding strategies has been rewarded for its robust return, securing a top rating from a second major...

Family offices move up the wealth spectrum, push for sophisticated investment

The investment vehicles of wealthy families are internalising asset management and professionalising their investment teams at a rapid rate, according to Citi...

‘Just a little crazy’: SMSF retirees continue to shun fixed interest investments

Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the...

New real estate value cycle 'close at hand': Invesco

Real estate income will face challenges in the new value cycle, Invesco says, but investors will have the chance to build growth if they lean into secular...