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Brilliant Investment Thinking by Advisers for Advisers.
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The ongoing resilience of Australian private debt

Pete Robinson presents the case for Australian private debt using a supermarket chain case study.

If you can't beat 'em - the secret of late-stage private equity

The quantum of US companies has halved since 1996, which plays into the hands of late stage venture gurus.

Miners push market to poor week, financials bounce on Friday, AMP loses contract

The local market capped off the worst week in several months, falling another 0.3 per cent and taking the weekly loss to 3.9 per cent. On Friday it was the...

Market weakness continues on bond yields, Suez Canal blocked again, BHP goes ex

The local sharemarket continued its recent weakness, falling another 2 per cent for the first day of spring. Australia’s largest...

Pounding the Table for Small-Caps

We think small-cap investors are well-advised to follow the investment maxim, "Look to be fearful when others are greedy and greedy when others are fearful."

Market rallies despite energy weakness, Harvey Norman sales improve, toll road recovers

The S&P/ASX200 almost turned around a sharply weaker start to trading on the final day of August, falling just 0.2 per cent on Wednesday. In a reverse of...

Powell comments send market lower, Fortescue beats guidance, retail strength continues

The local market followed an increasingly negative global lead, ultimately finishing 2 per cent lower. The sole driver was commentary from Federal Reserve...

Fixed income bond indices prove problematic when assessing performance

Atchison Consultants' Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.

Skittish market heads lower

With a nervous mood prominent in the markets ahead of the Federal Reserve symposium this week, and earnings results pouring in, it was a difficult session for...

Banks, miners lead market lower

The benchmark S&P/ASX200 index finished Monday down 67.6 points, or 0.9 per cent, to 7046.9, in its worst session since July 11, while the broader...

Private equity and the liquidity boon for advisers

The four pillars of private equity investment all bring unique characteristics to the table.

'Whole portfolio liquidity' takes on the alternatives challenge

Alternatives don't have to be African coal mines; in many cases they're just normal assets like equity or business loans wrapped up in a private market...

Fossil fuels push market to fifth weekly gain, Ingham's, TPS slump on weak earnings

The local market brushed off a number of weaker earnings results to post the slimmest of gains, finishing 1.7 points higher on Friday. This took the...

Market retreats, Origin write-downs hit profit, Medibank hit by returns

The Australian share market has experienced a similar reporting season trend to global markets with the trend being towards much better than expected results...