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Brilliant Investment Thinking by Advisers for Advisers.
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Partners Private co-founder takes private equity path to portfolio management

Sick of being locked out of large scale private equity investments, the group put together their own project in 2013. Forty projects and some outsized returns...

The three buckets behind Perennial's private growth capital push

Money managers are rising to meet the capital demands of companies wanting to stay private for longer. These days, though, they're doing it with a strategic...

Tech innovation to fuel drive towards the world's first trillionaire

Of all the sectors poised to take over this century, venture capitalists are most enamored with green technology and the infrastructure that supports...

Power lines to profit: Top performing listed infrastructure funds

Listed infrastructure companies own and manage key assets across utilities, transportation, communication, and social sectors. Despite the allure of steady...

Seasonal change deepens property rental market extremes: SQM Research

The nation's rental crisis is deepening, with available dwellings across major cities at just one per cent and the asking price for rents reaching eye-watering...

Correlation dilemma gives liquid alternatives their time in the sun

Liquid alts will only become more in demand if the positive relationship between bonds and equities remains sticky, Harrex explained. Investors will need...

Why private equity outperformance will continue – despite the valuation naysayers

There’s nothing mysterious about the performance of private equity, according to Hamilton Lane, and the mundane reasons it does better also means it will...

The ‘big misconception’ about insurance-linked securities

It’s possible to get equity-like returns from insurance-linked securities with much lower volatility. But a supposed asymmetry of information in the market...

Co-investment and secondaries reign comes to the fore in 2024's PE channels

After a stellar two years for private equity, the global market stalled in 2023 amidst challenging conditions. The switch called for agility, with Neuberger...

'Common, observable and exploitable': Value distortions and the emerging market advantage

The functionality of value investing hinges on one important and fundamental premise: that humans are fallible and emotional operators that over-react,...

Orbis and the private ownership advantage in value investing

The vast majority of quality asset managers will go through periods of five years of underperformance or more, which makes it difficult for that firm to take...

Take a hard look at leverage in private lending: Challenger

As many as half of all Australian private lending managers are using leverage to juice their returns, according to Challengers Investment Management, exposing...

How to spread your allocation wings beyond traditional and into alternatives

Diving into alternative investments can be a daunting prospect, but a rewarding one for advisers looking to supplement their growth sleeve and add fresh...

Time to look past the perceived risks in private equity: Federation

Advisers may be holding back from private equity investment because they have an exaggerated view on the liquidity risks involved, but providers offer more...