Not all private credit is created equal
Zagga’s Alan Greenstein says Asian capital that once avoided Australian real estate private credit, on the view it was not priced for the risk, is returning and accepting lower yields for the security.
Structure comes first: a fundamental shift in advice
KeyInvest’s Jarrad Gray says grandparents increasingly ask how to vest money to grandchildren, and investment bonds answer with flexibility, control and...
Paid on both sides: Yarra’s Darren Langer on yield, home bias and why bonds are defensive again
Yarra Capital Management’s Darren Langer says fixed income markets pay investors for both interest rate and credit risk, with 10-year yields above 5 per cent...
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The next generation of wealth will choose its own adviser
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Specialist GP gives way to multi-asset giants in first Private Markets 100
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From Future Proof to Wall Street, advisers get a preview of the next era of advice
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Agricultural infrastructure: the income source that looks like a glasshouse
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The emerging markets case rests on fear, not growth
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.
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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...
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...
Why the next credit cycle rewards the managers with somewhere else to go
Yarra Capital Management’s Phil Strano says the run into Australian private credit has left investors holding one systemic exposure when the return...
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...
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...
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...
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....
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...
Location comes first, then tenants | INSight #503 with Alex Edwards from Centennial
Centennial’s Alex Edwards says good metro industrial combines location within 30 to 45 minutes of population, diversified tenants and leases that capture...
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...
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.
BNP Paribas AM says the jump in high yield spreads is volatility, not a warning
US high yield spreads rose from 267 to 318 basis points between 8 September and 1 October, and BNP Paribas AM’s Daniel Morris attributes it to rate...
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...
Fortescue (ASX:FMG) share price sinks 4% on FY27 first quarter and China negotiations
The Fortescue Ltd (ASX:FMG) share price is down 4% after the ASX mining share gave its FY27 first quarter update.