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 paying advisers for the judgement that explains it all in plain terms.
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...
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 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...
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...
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.
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...
Why the $40 billion dividend windfall matters most to retirees
A $40 billion dividend windfall is landing in shareholder accounts, and franking credits make dividends for retirees and SMSF members worth far more, though...
Private credit risks: what investors need to know before chasing income
Owen Rask and Nehemiah Richardson explain private credit, liquidity risks, manager selection and diversification for Australian investors.