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Brilliant Investment Thinking by Advisers for Advisers.
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From inflation to fiscal risk: The new fault lines in global fixed income

In a market shaped by rising fiscal risk and uneven growth, Amundi’s Gregoire Pesques argues that truly global, unbiased fixed income has become a source of...

Asset allocation after the easy decade

In a more volatile and fragmented world, disciplined asset allocation is becoming the primary driver of investment outcomes.

Space X already lifted-off for Pengana

The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....

Breaking the concentration trap: Understanding the comfort of familiar assets and the cost of hidden risks

Many portfolios feel diversified but aren’t, and the hidden cost of that comfort only reveals itself in the next market shock.

Secondaries come of age as Coller joins EQT

The rise of secondaries has been years in the making, but the decision by EQT to build around Coller Capital marks the moment the asset class truly comes of...

Inside the secondaries boom

With secondaries volumes topping US$200 billion, what was once a niche corner of private markets is rapidly becoming a mainstream tool for investors seeking...

Bondholders beware: The hidden credit cost of funding the AI revolution

A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...

Franklin Templeton maps out 2026 private markets plays for advisers

Tap into the big structural shifts shaping the next decade, private equity secondaries, commercial real estate debt, demographic-driven real estate and...

Thematic investing for a fractured world: Where advisers should focus in 2026

As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not...

Turning fear into function: Why allocating to volatility can reinforce portfolios

For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...

Discounts deepen as private equity valuations tighten

Explore how a quiet revolution in private equity valuations, exits and discounts is reshaping risk, liquidity and opportunity in client portfolios.

Public insights on private credit 

As upper middle market private credit quietly loads up on PIK toggles and weaker covenants, this op-ed shows advisers how the risk/return balance is really...

Secondaries before primaries: Tailoring private markets for wealth clients

The attraction of private equity secondaries is becoming more widely understood by investors: investing years after the primary portfolios' inception avoids...

Industrial property’s long-term fundamentals remain ‘sound’

This real estate sector has been the leader of the commercial pack in recent years – and there’s plenty of evidence to suggest this stellar investment...