Private credit: the returns are real, the due diligence is everything
Craig Brooke of KeyInvest Managed Investments says private credit can be one of the most interesting places to invest, but only after you have pulled apart the manager, the structure, the covenants and the borrower, because even rigorous screening lets bad deals through.
What AI spending means for fixed income investors
Fixed interest is in its strongest position in years. But Richard Quin of Bentham Asset Management warns the AI risk in credit markets is building fast, and...
Why fixed income and cash lose their defensive edge in FY27
Datt Capital's Emanuel Datt outlines a stagflation investment strategy for FY27, arguing that elevated inflation, rising unemployment and slowing growth reward...
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Can compliance culture survive when the rules never stop multiplying?
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CPA Australia's case for a better start-up CGT concession
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Why most inherited wealth does not survive the second generation
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Where jurisdictional risk becomes an energy advantage
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When does financial advice get its own chief AI officer?
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
What’s reshaping private markets right now?
From geopolitical headwinds and zombie funds to the rise of private credit, continuation vehicles and AI. Read our latest Barometer to gain insights into the trends, challenges and opportunities shaping private markets.
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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...
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?
When life changes, advice relationships matter most
White Rabbit Advisory's Nicola Beswick argues that knowing clients at a human level is not a soft skill. It is the most operationally important thing an...
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...
Why lasting wealth is a habit, not a strategy
Catherine Ye trained to be an accountant before advice found her. More than a decade on, she runs Bluepond Financial Planning on a simple conviction: that...
Small caps, not the banks, drove active managers' quarter gains
Small caps, not the big banks, delivered the standout returns for active Australian equity managers this quarter. Third Link's numbers show where the...
Fixed income takes over in a $13 billion first half for Australian funds
Australian managed fund flows hit $13bn in the first half of 2026, with equities leading early before fixed income took over as conditions and investor...
AI is booming yet the supply chain is not keeping up. There lies the opportunity
AI infrastructure bottlenecks are creating structural pricing power across semiconductors, networking and optical companies. ClearBridge's Eliza Mazen argues...
Military precision, human judgement and AI at scale
How Dexter Koh is bringing the discipline of military planning to an integrated model of advice, education and continuous wealth intelligence.
Purchasing power is not CPI, and cash is not one currency
Advisers treat “purchasing power” as returns above CPI and “cash” as Australian dollars on deposit. Both shortcuts understate the risk retirees...
Inside the property sector where healthcare demand is doing the heavy lifting
As traditional office struggles for relevance, US medical office buildings offer advisers a cleaner story of income resilience, demographic growth and...
The seven marks of a senior adviser that tenure alone cannot guarantee
The step from adviser to senior adviser is not simply a tenure reward. Firms make that decision deliberately, and the expectations go well beyond client...
Offshoring vs onshoring vs automation: what lifts practice efficiency?
Offshoring, onshoring and automation all promise relief, but each one only works with the right conditions in place. Here's how advisers can choose the lever...
Global markets can endure more shocks than feared, but not without limits
Amundi's global investment outlook for mid-2026 warns of fragile de-escalation, volatile inflation and growing concentration risks, calling for selective...
SpaceX broke every IPO record except the one that matters for index funds
Franklin Templeton says AI mega IPOs will ease S&P 500 concentration and force AI companies to show real numbers. The evidence says the diversification benefit...
Franklin Templeton's mid-year case for a broader bull market
Despite war, tariffs and surging energy prices, economies and markets have held up. Franklin Templeton's mid-year outlook argues unexpected resilience is...
Filling the defensive income gap | INSight #493 with David Dix from Thinktank
With hybrids exiting and the 60/40 portfolio under pressure, Thinktank’s David Dix explains how advisers can rebuild the defensive income certainty...
Value traps and income conviction with Andrew Hamilton from Antares Capital
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
The illusion of diversification with Alison Savas from Orbis Investments
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
Private markets, real assets and AI: inside the Alternatives Symposium
Twelve strategies, one shared problem: how advisers bring private markets into client portfolios without losing rigour. Inside two days at the Alternatives...
Asset allocation evolving: investing in the age of permanent disruption
The 60/40 portfolio is no longer the default. From private markets to thematic investing and systematic trend strategies, asset allocation strategies are...
Is your SMSF about to cost more?
The Compensation Scheme of Last Resort may soon extend to SMSF trustees, the group most harmed by the advice failures it was built to address. The law still...
A quick way to value the CSL share price
Want to value the CSL Ltd (ASX:CSL) share price? Here are 6 key metrics you need to consider.