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Brilliant Investment Thinking by Advisers for Advisers.
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Why fixed income benchmarks are built for issuers, not investors

It's a bugbear for investors that in the fixed income world, benchmarks are very different to what they represent in the equities world. In FI, departing from...

From risk to reward, the case for default arbitrage

Far from being a purely negative outcome, defaults can form the basis of a tradeable, diversifying asset class that sits alongside more traditional fixed...

Where to find private credit’s best yield-for-risk

The most compelling opportunities in private credit can often be in the more niche exposures, says manager Oaktree.

Stress-test for rallies, not just recessions

At the recent The Inside Network Income & Defensive Symposium, Mercer principal Andrew Stewart challenged advisers to widen their lens on portfolio risk,...

A compelling case for public credit in a risk-aware world

Investment-grade credit is having a moment. For Phil Strano, portfolio manager at Yarra Capital Management, the appeal lies not in hype or headlines, but in a...

Using real estate in portfolios to create the right balance between income and illiquidity  

Investors have a deep affinity with real estate, but how to classify it within a diversified portfolio is sometimes a dilemma.

Dexus on path to redefine opportunistic real estate investing

Opportunistic real estate investing is no longer about simply buying cheap and hoping for a rebound. Instead, it is about pairing scale with executional depth,...

From vacancy to value

With financial markets inching toward a fragile new equilibrium and commercial real estate (CRE) valuations stabilising after several quarters of volatility,...

Leadership is a craft: Jim DeCarlo on building great advice firms

Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.

Cycles, surprise and core strength: navigating the new global market order

Jonas Palmqvist, portfolio manager at Alphinity Investment Management, doesn’t waste time debating growth versus value.

The art of investing: Why fundamentals, not fashion, will win the next cycle

Paul Moore, chief investment officer of PM Capital, has never been shy about challenging market orthodoxy; and at a recent lunch hosted by The Inside Network,...

Specialisation, scarcity and staying power: Inside high-conviction investing

In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.

Genium’s playbook for a changing advice landscape

As the financial advice sector grapples with structural upheaval, shrinking adviser numbers and rising client expectations, Genium Investment Partners is...

Stewarding capital through the climate age

John Woods, deputy chief investment officer at Australian Ethical, knows that investing ethically isn’t about feeling good—it’s about thinking long. At...

The golden rules of resilience: Escala’s blueprint for advisers in volatile markets

Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben...

From burritos to bins: The megatrends reshaping private equity

Private equity may seem like a world dominated by spreadsheets and enterprise value multiples, but if David Chan, portfolio manager at MLC, made one thing...