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Brilliant Investment Thinking by Advisers for Advisers.
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Asia’s next chapter: How advisers should position capital for structural shifts

Understanding how to 'play' Asia revolves around grasping the continent's social and structural undercurrents, Fidelity's Peiqian Liu told The Inside Network's...

Skin in the game and the value of distraction-free credit

While the debate around private credit continues to split views among advisers, the question of alignment could be the most important one a client or adviser...

Betting on structural decline: System Capital's edge in a fragmented market

At the heart of System Capital's long-short strategy is companies' structural position as their industries change. The manager believes structural strength is...

Infrastructure's second act: Why advisers should take another look

Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...

For absolute returns, look for love of craft

Hedge funds have a legitimate role to play in core portfolio construction, if the skill being paid for is repeatable. Managers who love what they do give...

Cracking the code: Incorporating alternatives into managed accounts

Alternatives have been very difficult to use within SMAs, but a new platform promises to solve this quandary.

Behind the dollars, private equity is still personal in the lower mid-market

Alignment is everything in private equity, says Fortitude's Bryan Brown. That and understanding individual psychology.

Golden future: How the precious metal is reasserting its place in portfolios

As gold rises to fresh record highs, it is no longer just a commodity sitting inside a broad-based basket: it is a strategic asset in its own right.

Holding the pen: Navigating private credit with discipline and scale

In private credit, scale is a great thing to have, but only if it is matched with underwriting discipline and structural control.

Allocators map the road ahead as markets shift and client needs evolve

Framing the current investment market and positioning for what comes next is a subjective process for asset allocators, with plenty of room for nuances in...

Wealth in motion: Advisers face the reality of the great transfer

The great inter-generational wealth transfer is not something that's imminent, or on the horizon; it's happening now, and advisers need to get to grips with it.

Primaries take the lead: How Rachael Lockyer sees the future of private equity

Amid an evolving landscape, increasingly crowded with capital and complexity, the true engine of private equity value remains unchanged: it's early entry and...

Private credit’s next frontier: Gary Lin on the unfolding opportunity for advisers

Private credit should not be thought of as a niche satellite allocation, but as a core component of diversified income portfolios.

Private credit: Balancing income, risk and manager selection in client portfolios

Private credit can meet core client objectives if it is approached with discipline, transparency and a deep understanding of both the manager and the...

Infrastructure at a crossroads: Investing for scale and society

Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...

The steady hand in volatile markets

The appeal of private credit starts with its ability to strip away the day-to-day distractions that plague public markets, says Andrew McVeigh, managing...