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Brilliant Investment Thinking by Advisers for Advisers.
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The quiet evolution of 'green' bonds in global portfolios

The ‘green bond’ market, once a niche segment, is now emerging as a core allocation within institutional fixed income portfolios. And as the sector...

Built for advisers: Inside Mercer’s scalable and tailored portfolio platform

In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both...

Logistics lift-off and Melbourne’s moment: the real estate cycles investors can’t ignore

Ross Lees, CEO of Growthpoint Properties Australia, took the stage at The Inside Network’s Equities and Growth Symposium with a clear-eyed view of two key...

Australian small-caps: Benchmarks, fees and a quant’s playground

At the recent Investment Leaders Forum, Scott Bennett brought data, deadpan wit, and a surprisingly sharp message for anyone paying passive fees in small caps.

Picking winners: How StepStone Group and LGT Crestone think about venture capital

The conversation on venture capital at the Investment Leaders Forum held at Crystalbrook in Byron Bay pulled no punches. StepStone Group’s Phillip Cummins...

Size, structure and selectivity: the real work behind private credit

Across private wealth portfolios, private credit has become something of a buzzword – frequently cited, but often misunderstood. At the Investment Leaders...

Why direct lending deserves a place in private wealth portfolios

If there was any doubt that private credit has moved from the margins to the mainstream, John Valtwies dispelled it at the Investment Leaders Forum held at...

The golden age for active management in Australia

At a time when the asset management industry seems to be gravitating inexorably toward passive investing – with low-cost ETFs pulling in record inflows and...

Harnessing the power of improvement on the ESG continuum

In an era of volatility and heightened societal that influence the sentiment toward sustainable investing, Grace Su, Portfolio Manager at ClearBridge...

Cautionary tales on thematic investing in alternatives

Thematic investing has long been a source of fascination for investors, offering the promise of outsized returns driven by major structural shifts. Yet, as...

The fixed income outlook: Sunny with a chance of showers

An audience of advisers, researchers, and asset allocators gathered in Sydney last week for an intimate discussion with Haran Karunakaran, dissecting the...

Constraints and patience the key to accessing alternative real estate

The real estate sector has long been a cornerstone of wealth generation in Australia, offering stable, income-generating assets that hold intrinsic value due...