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Brilliant Investment Thinking by Advisers for Advisers.
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From work experience to GM, the journey continues

As a Curtin University commerce student in the early 2000s doing a financial planning major, Bree Stevens was delighted to be offered a part-time job with...

‘Monumental’ task has private infrastructure poised to surpass real estate in value

Private markets is clearly a rapidly growing part of the investment ecosystem, with the Australian Securities and Investments Commission (ASIC) recently citing...

Quiet-achiever asset class gets on with the job

The Australian image of the taciturn farmer, hard at work completely out of the spotlight, carrying a large part of the nation’s gross domestic product (GDP)...

Deploying alternatives: A practical framework for advisers

In an evolving investment landscape, alternative assets are no longer a fringe consideration—they have become an essential component of a well-structured...

Navigating market extremes: Looking beyond the conventional

Equity markets continue to defy expectations, but investors face mounting risks as valuations stretch to historical extremes. Hugh Selby-Smith, co-CIO of...

Close your eyes, relax and enjoy the wealth

Relax, stop worrying; you’re well-off. Australian household wealth per person is now $623,000, putting us right up there with the richest in the world. Not...

The ART of deploying alternative investments

Institutional investors have increasingly turned to alternative assets as a means of improving portfolio resilience, managing risk, and capitalising on...

Better than hybrids, but hiding in plain sight

The planned transition of $44 billion worth of additional Tier 1 (AT1) bank hybrids to Tier 2 capital by 2032 will see the last bank hybrid disappear by March...

An alternatives lens: What to do with a problem like liquidity

The world of alternative investments is at a crossroads. As markets defy expectations and liquidity concerns take centre stage, investors find themselves...

Rethinking diversification: Foreign exchange as portfolio protection

For decades, advisers have relied on bonds as the go-to counterweight in a balanced portfolio. But as the correlation between bonds and equities turned...

Receiving and giving back drives the advice career path forward

What do you do when you finish high school? “Go with your strengths,” Peta Nunn’s school careers counsellor told her. So, she found herself in a maths...

Private credit’s power play: why direct lending is reshaping markets

Private credit investing has seen exponential growth in recent years, fueled by structural shifts in financial markets and a growing demand for flexible,...

ASIC right to get to grips with private markets

The release of a landmark report by corporate and financial regulator the Australian Securities and Investments Commission (ASIC) into the nation’s rapidly...

Market concentration, macro headwinds slam active managers in 2024

In case any active managers needed reminding, asset consulting firm Frontier Advisors has confirmed that 2024 was the most challenging year for global active...

Alignment a welcome sight in private equity investing

Investors always have to trust the fund managers to which they entrust their capital; but even better than trust is alignment.

Placing clients at the centre has built Centaur

There are plenty of people in the investment industry who say they have been influenced by legendary investor Warren Buffett, but for Gold Coaster Hugh...