Social infrastructure fund rated Recommended as step-down care demand grows
Core Property Research has rated ASA Real Estate Partners’ newly launched Equal Living Social Infrastructure Fund as Recommended, with managing partner Tim Slattery seeing an asset class yet to be priced by institutional investors.
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...
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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Introducing The Inside Network Journal
Introducing The Inside Network Journal. A high-quality print journal designed to bring together investment thinking in one place, drawing on the people and conversations shaping the future of portfolio construction.
Sponsored by The Inside Network
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...
North backs Striver as the advice workforce runs top-heavy
Two in five advisers on the register have been practising for more than 20 years, and the cohort arriving behind them is less than half that size.
What private markets teach you about picking the right room
Tim Whybourne, Managing Partner at Emanuel Whybourne & Loehr, has built a wealth management footprint on a modest premise, that his edge is not original...
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A 30-year institutional memory retires from the FAAA as reform workload peaks
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Former Aberdeen chief to lead Franklin Templeton Asia Pacific
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Private credit added $95 billion in four years. Its boards are only just catching up
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FinCap brings in a treasury specialist to back its private markets liquidity promise
Next-generation infrastructure: growth without giving up the downside
Partners Group's Marc Meier says next-generation infrastructure keeps the asset class's downside protection while adding real growth, and that secondaries are...
Inside the private technology class
StepStone Group’s Phil Cummins says the label venture capital now describes companies worth tens or hundreds of billions that have no need to list, and that...
Performance fees are becoming a ratings conviction factor
Zenith has upgraded the ClearBridge Select Opportunities Fund to highly recommended after five years at recommended. The trigger was not performance. Here is...
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...
Trust tax: the election that asks families to freeze the future
Treasury's minimum tax on discretionary trusts offers a fixed entitlements election as the cheap way out of restructuring. Advisers Will Hamilton and Troy...
When ethics and law don’t meet
Think Caddie's David Land uses the insurance industry to explore how much ethical flexibility can exist inside the law before regulators and the public react....
How to treat the SPIVA scorecard as a portfolio construction tool, not a verdict
Andrew Wielandt, director at DP Wealth Advisory, says the latest SPIVA Australia data reinforces a core and satellite approach he has run since attending a US...
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...
The WiseTech bull case after a difficult result
WiseTech Global fell 11 per cent on results day, but Datt Capital sees a different story in the numbers. Here is the bull case, the risks, and what FY27...
Emerging markets: the AI sell-off and the value opportunity
Pzena's Rakesh Bordia says the market has crushed emerging-market IT services stocks on the fear that AI will make them obsolete, and that the sell-off is a...
Existing owners gain from scarcity | INSight #502 with Alex Edwards from Centennial
Centennial’s Alex Edwards says scarce land and rising construction costs constrain metro industrial supply, which positions existing asset owners to benefit...
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...
Deep value in the AI shadow with Rakesh Bordia from Pzena Investment Management
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...
The defensive sleeve is no longer automatic: inside the Income & Defensive Symposium
Advisers in Sydney and Melbourne worked through fixed income, private credit and real assets, and why the defensive sleeve can no longer run on autopilot.
AMP wants Big Tech to share the bill for Shield and First Guardian
AMP wants social media companies brought into the Shield and First Guardian reforms and asked to help fund the Compensation Scheme of Last Resort, widening the...
The float that wasn’t
Firmus pulls its $44 billion float after investors balk at the price, and an OpenAI revenue shortfall deepens the chill. The withdrawal shows why a good...
Spring property test: Pete Wargent and Chris Bates on buyers and sellers
Pete Wargent and Chris Bates discuss spring listings, borrowing capacity, housing supply and the choices facing buyers and sellers.