Takeover bids are telling advisers where the value has moved
Takeover bids for two NorthStar holdings, Energy One and Cleanaway, point to where valuations have moved, with small caps trading at a discount to their own history as large caps trade at a premium.
Higher for longer: capital scarcity is boosting yields in core infrastructure
Ares Wealth Management Solutions’ Teiki Benveniste says some investors may continue to value core infrastructure on the yield environment that prevailed...
Longer retirements are forcing a rethink of how drawdown portfolios get built
Russell Investments' Neil Rogan outlines a retirement income strategy that splits client assets across three time horizons, addressing sequencing risk and...
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Why Syndicated Loans deserve a place in the income conversation for high-net-worth investors
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Integro’s buy and build strategy reaches Queensland
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Not all private credit is created equal
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Structure comes first: a fundamental shift in advice
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Paid on both sides: Yarra’s Darren Langer on yield, home bias and why bonds are defensive again
How secondaries are unlocking evergreen fund liquidity
Duration is the engine of private market returns, but for open-ended evergreen funds, it can create a structural liquidity problem. Secondaries compress that duration, turning the promise of liquidity into more predictable tools for recycling and compounding.
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Why emerging markets demand a contrarian, selective mindset
Emerging markets remain one of the world's largest opportunity sets. So why are investors still overlooking them today?
What a big bank teaches you about being a better adviser
Alex Thompson left a career in institutional banking to advise private clients at Viola Private Wealth, and found that the discipline forged in markets...
Jennifer Goldsworthy's vision for advice is unmistakably her own
Jennifer Goldsworthy stumbled into financial planning on a deal with her father at 17. Two decades on, she owns the financial planning business and has rebuilt...
Capital Group's systems and the rhythm of your practice
Capital Group’s incoming chief information officer arrives in November from a global bank rather than another fund manager, and his appointment gives...
Building portfolios for life’s dry seasons
Troy Armstrong, founder and senior adviser at Larapinta Private, builds outside-super portfolios around a question his farming clients know well: how quickly...
Specialist GP gives way to multi-asset giants in first Private Markets 100
PEI Group’s inaugural Private Markets 100 finds the 100 largest managers raised US$5.74 trillion over 2021 to 2025. Multi-strategy platforms dominate, with...
Agricultural infrastructure: the income source that looks like a glasshouse
Centuria's Kelvin McKeown says controlled-environment agriculture offers CPI-linked, infrastructure-like income, provided advisers scrutinise the single tenant...
The emerging markets case rests on fear, not growth
Pzena Investment Management’s Rakesh Bordia says value investing works because investors become too frightened to price businesses properly, and no part of...
The number nobody tells you: why your fund's return isn't your return
Morningstar’s investor return gap shows fund returns and investor returns diverge, and advisers should measure both time-weighted and money-weighted outcomes.
The journey of an accidental ethicist
Some executives measure a career in turnarounds: the worst-performing region, handed over almost as a dare, turned within months into the best. Tony Beaven has...
Who gets your client's super when a stepchild is in the picture?
Death benefits for blended families are no longer decided by financial dependency alone. Karen Robinson of Equity Trustees explains how AFCA now weighs ongoing...
The next generation of wealth will choose its own adviser
SIAA's 2026 report says the advice profession's silence about its own standards is costing it relevance, just as the $5 trillion wealth transfer to women...
Six cold calling lessons every adviser should know
Capital Conversations guests who have raised billions share six cold calling lessons, from warm introductions and research to rehearsal, plus three call...
What the trade data says about BRICS+ ambitions
Kim Catechis, senior investment strategist at the Franklin Templeton Institute, argues that BRICS+ has become more representative and less able to act together...
Reporting season favoured delivery over promise
Datt Capital's Emanuel Datt says reporting season split the market into companies funding their own growth and those still asking shareholders to fund an...
Concentration in the S&P 500 is an outcome, not a design choice
S&P Dow Jones Indices’ Amit Pathak says the index’s top 10 weight has more than doubled in a decade because US earnings concentrated first, and that the...
Strategy access over structure debate | INSight #504 with Alex Edwards from Centennial
Centennial’s Alex Edwards says listed versus unlisted turns on strategy access, and infill metro industrial strategies are probably unavailable through...
Tools, enablers and beneficiaries with Anshu Sharma from Loftus Peak
Loftus Peak’s Anshu Sharma makes the case that disruption is a continuum rolling through every industry rather than a technology trade, and explains why...
The great divergence: income, sectors and active management with Damian Collins from Westbridge Funds Management
In commercial property, the outcome of an asset is shaped long after the purchase. Damian Collins, Chairman of Westbridge Funds Management, explains why active...
From Future Proof to Wall Street, advisers get a preview of the next era of advice
Across California and New York, the INUSA Study Tour takes Australian advisers through AI, private credit and infrastructure, with one conclusion: clients keep...
Robeco brings enhanced indexing to Australian equities
Robeco has launched its Enhanced Indexing strategy for Australian equities, extending a systematic capability with more than 20 years of live history into a...
Worried about your trust? Three options explained
A 30 per cent minimum tax on trust income from July 2028, still before parliament, leaves families with three paths: accept the floor, move into a company or...
Retiring in 2027? Five financial decisions to make before you leave work
Planning to retire in 2027? Work through these five financial decisions before leaving work, from estimating your spending and planning income to managing cash...