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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...
Sizing up: why a 10-20 per cent allocation to global small caps belongs in portfolios
Ausbil Investment Management's Tobias Bucks argues that global small caps are the most overlooked part of the opportunity set, and that deglobalisation and...
Fear, euphoria and the emerging-markets opportunity investors keep missing
Pzena Investment Management president Allison Fisch says the assumptions that steer investors away from value in emerging markets don’t hold up. If anything,...
Why advisers should tilt global and lean into AI exposure
Arrow Private Wealth's Ryan Synnot argues advisers cannot afford to underweight global equities or sidestep AI, with the real concentration risk often hiding...
Credit's time: portfolio diversification reimagined in volatility
Harrison Lane, investment director at Apostle Funds Management, makes the case for global sub-investment grade credit as a smarter approach to portfolio...
The quiet return of Australian equity income
Australian equity income is reasserting its place in client portfolios, not as a nostalgic reach for yield, but as a way to combine regular distributions,...
Knowing the full private markets spectrum is now table stakes
Escala Partners' Will Hauser says public markets are becoming increasingly commoditised, the adviser edge is narrowing and the practices that do not understand...
The myths holding clients back from private markets
FinCap executive chair Christian Ryan says private markets are more familiar, more accessible and more visible than most investors assume. The barrier is...
The queue that isn’t forming: why Australia’s IPO market has stalled
Katie Hudson, head of Australian equities research at Yarra Capital Management, argues that the IPO drought gripping listed markets is not a demand problem, it...
The Egyptian wheat loan that can answer a key challenge in client portfolios
Egypt was the sovereign headline, but the wheat facility shows why investors can seek comfort in analysing the guarantees, collateral, creditor status and...
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...