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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...
The 25-year cycle: how history is pointing advisers toward small caps right now
After 26 years in small cap investing, Wellington Management's Peter Carpi has a clear message for advisers: the rotation from large caps to small caps is not...
The invisible practice problem: generic positioning is killing your growth
Drew Meredith of Wattle Partners says most advice practices are invisible because they try to serve everyone. The fix is simpler than most think: find a...
Concentration risk is hiding in plain sight
With market concentration reaching historically elevated levels across the US, the advisers best positioned to navigate it are the ones who understand exactly...
Trade finance: an old asset class finding new relevance
The asset class is old, but its portfolio relevance is modern: bank-aligned, diversified credit exposure linked to the physical movement of goods.
When private markets cross 10 per cent threshold, HNW advice has to change
Investment Trends and Praemium data show alternatives have crossed a threshold in HNW portfolios. The implications for adviser practices reach well beyond fund...
Quality over quantity: building global equity conviction at Viola Private Wealth
Alex Thompson, of Viola Private Wealth, argues the concentration risk narrative around global equities is often misdirected, the real problem may sit closer to...
Income at home, growth abroad: the case for a more deliberate global tilt
Sarah Gonzales argues the structural case for global equities has strengthened, but passive allocations are not as neutral as they appear.
Picks, shovels and patience: a framework for global equities today
Troy Armstrong favours Australian resources and global technology and defence, takes a disciplined view on AI, and argues that active management should always...
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...