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Brilliant Investment Thinking by Advisers for Advisers.
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'An asset you'd want to own': Fixed income stability to offset rate uncertainty

Whether you perceive the RBA's messaging to be balanced or mixed, the uncertainty serves as a reminder that fixed income is a vital sleeve in any investment...

Energy transition thematic delivering niche opportunities for investors: Fortitude

"There are a range of different ways to invest in the energy transition thematic," Fortitude explains, adding that the opportunities on the periphery often...

Blackstone tips private credit market to reach US$25 trillion

Private credit is booming across the globe, and while a bullish prognostication from alternative asset manager Blackstone won't surprise there is enough...

The risk and reward spectrum unique to G-REITS

Global REITS give investors a structured access point to real estate across regions, potentially unlocking a valuable investment sleeve. But there are risks to...

Model portfolios fuel ETF growth spike in US adviser channels

ETF usage is growing exponentially in the US, aided in no small part by increased adoption by Registered Investment Advisors who are all-in on the model...

Why healthcare has done relatively well in the commercial property convulsion

As Australian healthcare expenditure continues to rise and investors move deeper into the sector, healthcare property is well placed to continue its...

Global market 'sways towards private debt' as SPV usage tipped to soar

As market conditions turn, private debt is expected to lead the charge of private capital disbursement across the globe, with special purpose vehicles...

Beyond Nvidia: How listed real assets can also benefit from the AI boom

You don't need to invest in the world's most expensive stocks to benefit from the AI boom, with the sector's tentacles stretching much further than the...

Advisers are ready for the private credit era, but are their clients?

As the world of private capital expands, and advisers depend on it more as an alternative diversifier, one group has questioned whether advice clients know...

Private credit not so alternative anymore: KeyInvest

Market forces and changing winds in the banking sector have supercharged private credit, which is growing faster than any other arm in private capital. For...

Large cap growth stocks showing resilience in turbulent times

Outside of the ubiquitous Magnificent Seven, large cap growth stocks have been buffeted by prevailing economic conditions. Yet global large caps can still...

Is private credit the real deal, or is it 'more sizzle than steak'?

It's been lauded as anything from a '"short-term fad" to the next great diversifier, but while private credit polarises investors it continues to provide...

10 reasons investors should take a second look at senior secured loans

In this paper, Invesco debunks ten of the most common myths surrounding senior secured loans and explains why they think they’re a valuable addition to an...

Longevity is providing a strong tailwind for private assets

Cashed-up baby boomers in the market for yield are finding that it’s increasingly being delivered by non-listed assets with a palatable risk profile. And...