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Brilliant Investment Thinking by Advisers for Advisers.
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You wouldn’t credit what could help solve the housing supply crisis

To paraphrase one of Paul Keating’s more memorable lines, if you walk into any pet shop in Australia, the resident galah will be talking about the...

Helping portfolios weather the storm: the many attributes of ILS

If the holy grail of investing lies in the concept of non-correlated return streams with which to build truly diversified portfolios, insurance-linked...

Private credit: What to look for in an asset manager

With private credit garnering plenty of media attention lately, it’s important for investors to understand the underlying variations across this asset class....

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 ART of deploying alternative investments

Institutional investors have increasingly turned to alternative assets as a means of improving portfolio resilience, managing risk, and capitalising on...

Better than hybrids, but hiding in plain sight

The planned transition of $44 billion worth of additional Tier 1 (AT1) bank hybrids to Tier 2 capital by 2032 will see the last bank hybrid disappear by March...

An alternatives lens: What to do with a problem like liquidity

The world of alternative investments is at a crossroads. As markets defy expectations and liquidity concerns take centre stage, investors find themselves...

Alternative allocations: The insiders community analyses the trade-offs in 2025

Bringing together our insiders community to share perspectives, debate strategies, and refine their approach to portfolio construction is always an...

Private credit’s power play: why direct lending is reshaping markets

Private credit investing has seen exponential growth in recent years, fueled by structural shifts in financial markets and a growing demand for flexible,...

Alignment a welcome sight in private equity investing

Investors always have to trust the fund managers to which they entrust their capital; but even better than trust is alignment.

Local PE market facing $25 billion value-at-risk reckoning

Australian investors have poured money into private equity (PE) investments in recent years, but asset valuations are prone to the same combination of multiple...