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Brilliant Investment Thinking by Advisers for Advisers.
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In private markets, the hard part is now what you build 

Coller Capital's private wealth series explores why private markets access is no longer the challenge, and portfolio construction is. It unpacks how...

Trend following: the diversifier that showed up when it counted

East Coast Capital Management’s Simone Haslinger says a rules-based trend-following approach delivered the diversification advisers most need in a year when...

Real yields are back, and the inflation hedge has to change

Atchison's Mishan Dahia says advisers hedging inflation through resources alone hold a concentrated bet on Chinese demand, and that three legs of protection...

Private credit: the returns are real, the due diligence is everything

Craig Brooke of KeyInvest Managed Investments says private credit can be one of the most interesting places to invest, but only after you have pulled apart the...

Small caps, not the banks, drove active managers' quarter gains

Small caps, not the big banks, delivered the standout returns for active Australian equity managers this quarter. Third Link's numbers show where the...

Inside the fee-rebate model that funds Third Link's charitable giving

Third Link Growth Fund says it has donated $24.8 million to Australian charities since 2008, funded by a fee-rebate structure across its underlying managers...

As the Australian private credit market nears $235 billion, the education gap becomes the real story

Australia's private credit market has hit $235 billion in AUM, but investor understanding has not kept pace. Zagga's Alan Greenstein argues the industry must...

Third Link retains Zenith rating as fee-rebate model faces scrutiny

The Third Link Growth Fund has again earned Zenith's 'Recommended' rating, backing a fund that combines a 9.09% net annual return since inception with more...

The private markets gap is closing, FinCap is leading the way

FinCap has launched a managed account platform making private markets for financial advisers and their wholesale clients a real possibility, with...

Why advisers may want a speedboat alongside the cruise ships when allocating to alternatives

As hedge fund allocations crowd into mega-platforms, CastleKnight offers a sharper, more concentrated source of catalyst-driven alpha for investors seeking...

Behind the GP-led revolution in private equity secondaries

Pantheon Managing Director Jack Wasserman says the rise of GP-led secondaries has fundamentally changed what the secondaries market is for. What was once a...