Cheap for a moment, or cheap for good
Pzena Investment Management’s Rakesh Bordia says every stock that screens as discounted carries a problem, and the only question worth months of research is whether that problem ends.
A part-time path to senior expertise for growing advice practices
Advice practices that need senior finance, marketing, legal or technology expertise have another option. The Fractional Directory’s research counts 1,015...
The audio archive that is bigger than Spotify’s library
Goldman Sachs Asset Management's Sadhvi Gupta says quantitative investing lets technology listen to a decade of US earnings calls, but humans still decide...
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Takeover bids are telling advisers where the value has moved
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Higher for longer: capital scarcity is boosting yields in core infrastructure
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Longer retirements are forcing a rethink of how drawdown portfolios get built
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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
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.
Sponsored by Pantheon
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...
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...
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...
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...
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...
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...
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...
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...
What wealthy families value with Denis Orrock and Grant Patterson
For Australia’s wealthy, strong returns are expected, but they are rarely the reason an advice relationship lasts. Drawing on Praemium’s inaugural...
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...
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...
Challenger says no: why the business of funding retirement is so prized
Challenger rejects an $11.80 a share takeover approach from TAL, but the bid highlights why retirement income is a steady growth story, driven by an ageing...
Woolworths (ASX:WOW) share price rises on strong sales in FY27 Q1
The Woolworths Group Ltd (ASX:WOW) share price is up 1% after the company announced FY27 first quarter sales of $19.4 billion.