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Brilliant Investment Thinking by Advisers for Advisers.
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The overlooked complexities of alternatives – and how independent advisers can close the gap

Independent advisers are expected to evaluate increasingly complex strategies, with confidence; yet many simply don’t have access to the resources they need...

India’s economic pivot: The wide implications for asset allocation

India’s policy-backed transformation, improved market access and a broadening domestic investor base, makes a dedicated India sleeve a pragmatic way for...

Daily Market Update: 27 November 2025

Rally fades as inflation data dims rate cut hopesThe Australian sharemarket pared stronger early gains after October’s Consumer Price Index came in hotter...

Looking for growth? Then stay away from the S&P/ASX20

Where the US sharemarket index is concentrated in the "magnificent seven," in Australia, it's more like the "broken blue chips." The notion that you can...

AI, infrastructure, commodities and the investment case ahead

AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a...

Private infrastructure: The outperformer in a noisy market

Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...

Asset-backed lending: Private credit's next frontier

Asset-based lending (ABL) is the US$20 trillion next frontier of private credit, and it's growing, as very high-quality assets leave the banking system and...

Skin in the game and the value of distraction-free credit

While the debate around private credit continues to split views among advisers, the question of alignment could be the most important one a client or adviser...

Beware today’s 20-year corporate bonds: Yarra Capital

Bond investors should consider if they are getting a sufficient return for the level of risk taken. For Yarra Capital's Phil Strano, an actively managed...

More to bank income securities than hybrids, says new active ETF manager

This month’s launch of the actively managed Seed Financial Income Fund Active ETF (ASX: SFIF) makes accessible to a much broader range of investors the...

Infrastructure's second act: Why advisers should take another look

Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...

Behind the dollars, private equity is still personal in the lower mid-market

Alignment is everything in private equity, says Fortitude's Bryan Brown. That and understanding individual psychology.

Who borrows in non-bank lending, and why it matters

For investors, non-bank lending can provide an option for an income-producing investment. This article looks at the types of borrowers that typically access...

Golden future: How the precious metal is reasserting its place in portfolios

As gold rises to fresh record highs, it is no longer just a commodity sitting inside a broad-based basket: it is a strategic asset in its own right.