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Trust tax: the election that asks families to freeze the future
Treasury's minimum tax on discretionary trusts offers a fixed entitlements election as the cheap way out of restructuring. Advisers Will Hamilton and Troy...
Emerging markets: why cheap is no longer enough
Orbis' Saurav Das says passive flows have broken the mechanism that repriced cheap emerging market stocks. The new test is not whether a company is cheap, but...
Real yields: the reset that makes bonds competitive with equities again
US real yields are approaching 2.5 per cent, and Brandywine Global argues the repricing reflects a healthier economy, leaving high quality bonds their best...
Trend following: the diversifier that showed up when it counted
East Coast Capital Management’s Simone Haslinger says a rules-based trend-following approach delivered the diversification advisers most need in a year when...
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...
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...
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...
Staying diverse in a market that rewards concentration
Ben Tonc, investment analyst at Sterling Private Wealth, has been shifting portfolios deliberately away from US dominance, leaning into emerging markets and...
Ziller spent 20 years finding the one thing the world's best companies have in common
Ziller Funds Management's Joseph Ziller argues that founder-led investing is not a theme or a style tilt, but a durable, evidence-backed factor that has...
Cash returns to the portfolio toolkit as liquidity gets repriced
Higher rates have restored cash’s relevance, but advisers still need to distinguish between idle capital and purposeful liquidity.
Baillie Gifford's formula for investing in the age of AI
Baillie Gifford's Kyle McEnery says the market is getting AI's direction right but consistently underestimating its demand, and that the real opportunity lies...
AI destruction: the fear value investors are quietly buying
Pzena Investment Management’s John Goetz says the AI panic sweeping global markets is destroying far more value outside his portfolio than inside it, and...
Signal or noise? How to tell if your manager is underperforming or just out of fashion
When portfolio construction decisions are driven by short-term performance anxiety rather than process, the real cost is conviction. Shane Brereton explains...
Why advisers may want a speedboat alongside the cruise ships when allocating to alternatives
As hedge fund allocations crowd into mega-platforms, CastleKnight offers a sharper, more concentrated source of catalyst-driven alpha for investors seeking...
Behind the GP-led revolution in private equity secondaries
Pantheon Managing Director Jack Wasserman says the rise of GP-led secondaries has fundamentally changed what the secondaries market is for. What was once a...
Beyond income: what unlisted property actually does in a private wealth portfolio
Unlisted property investment has shifted from a selective add-on to a structural allocation. Advisers explain how sizing, liquidity and active management shape...