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Why equity portfolios are moving global, and further into venture
Escala’s Will Hauser says advisers should focus less on geography and more on earnings growth, while looking earlier in the private market cycle for...
Investing where the world is going: the case for thematic portfolios
For Joseph Sitch, co-chief investment officer at Victor Smorgon Group, thematic investing as the key to navigating today’s shifting global economy, focusing...
Commodities take the lead: DNR Capital’s strategic pivot
Moving away from high-growth sectors such as technology and software, the Australian Emerging Companies Fund is now focused on commodities investment and...
ClearBridge on why markets could push higher amid persistent fears
As investors fret over stagflation, AI and credit risks, ClearBridge believes today’s wall of worry may be setting up the next leg higher for markets.
Complex products, wholesale clients, blurred lines: the new compliance challenge
Kit Legal’s Catherine Evans says advisers face a growing challenge, not just accessing complex assets, but understanding, governing and explaining them...
Challenger research demonstrates the importance of community for retirees
The Retirement Happiness Index climbed to 69.5, reflecting growing optimism among older Australians.
More retirees and rising complexity: the challenge facing advisers
KeyInvest’s Craig Brooke says structural shifts in demographics, regulation and private markets are converging, and advisers will need to respond faster than...
Finding the real winners in private markets’ biggest themes
AI, ageing and reshoring are powerful themes, but private-markets winners emerge through manager selection, execution, valuation and due diligence.
Access, alignment and edge: the evolving challenge of investing in private markets
Access is scarce, dispersion is vast and diligence is non-negotiable: in private markets, outcomes hinge on choosing the right managers. For investors, the...
Merchant Investment Management deepens Australian leadership as advice sector enters new phase
As Australia’s advice sector enters a defining new phase, Merchant Investment Management is moving to deepen its local footprint with two heavyweight...
The edge in private markets: how lower mid-market PE creates idiosyncratic alpha
For many advisers the challenge with private equity is sourcing deals that lie away from the busiest parts of the market. Perhaps the answer may lie in the...
From product-picking to portfolio construction: building managed accounts for private markets
Private markets may be moving mainstream, but for advisers the real opportunity lies in building the portfolio infrastructure, governance and liquidity...
Leadership lessons: purpose, process and people
Why do so many advice firms confuse management with leadership, and what does it take to build a business that lasts? Jim DeCarlo argues the answers start with...
The quiet giant of private markets: why secondaries are gaining ground
For advisers building private equity allocations, secondaries offer liquidity, faster deployment and a more diversified starting point.
Discipline in lending: why non-bank property finance is gaining ground
As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.
Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...