Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
-0.63%
S&P
-0.78%
AUD
$0.70

Inside the private technology class 

StepStone Group’s Phil Cummins says the label venture capital now describes companies worth tens or hundreds of billions that have no need to list, and that...

Look through the noise: the case for private markets now 

FinCap's Ben Davis says the headlines about gated credit funds and weak private equity marks are drowning out one of the better entry points in years, and that...

Herding: the safest-feeling trade carries the most risk

Systematic trend following treats herding as fuel rather than danger, and East Coast Capital Management's Simone Haslinger uses Korea's leveraged ETF crash and...

The FY26 private market returns advisers should not expect twice

FinCap’s Ben Davis says FY26 rewarded discipline in credit and punished casual manager selection everywhere else, and advisers who cannot name the engine...

Five questions to ask before you buy a private credit fund

Before you put client money into a private credit fund, ask these five questions. KeyInvest's Craig Brooke worked through more than 300 managers before backing...

Half of Australia’s $250 billion private credit market runs on property

Private credit default rates look calm on paper, but the counting method understates borrower-level stress. Here is what advisers assessing private credit risk...

The seven-year question few client portfolios can answer

FinCap Platform has launched a free review and education series to help advisers build a more rigorous private markets allocation, starting with the question...

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...