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Brilliant Investment Thinking by Advisers for Advisers.
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Mapping a liquidity advantage through exposure to publicly listed PE vehicles

An enduring structural feature of Barwon's PE fund is that it doesn't invest in the companies that require capital, it invests in the companies that provide...

The red flag that means the most to disciplined PE managers

Trust may be hard to win, but it's even harder to win back once it's broken. For private equity managers, keeping a sharp eye out for honesty and transparency...

Busting senior secured loan myths with Invesco's best and brightest

Contrary to popular misconception, senior secured loans actually sit at the safest part of the capital structure and remain backed by company assets. That...

Barwon finds the sweet spot for first-ranking mortgage property play

Real estate credit funds have firmed as an attractive source of alternative returns in the past few years. What matters, however, and what doesn't, for these...

Why private credit is a double-edged sword

Private credit has seen huge inflows in recent years, but contrary to the claims made by some of its advocates it’s not a defensive asset class or a...

The rapid rise of residential mortgage funds

From residential and commercial backed mortgage securities, to whole loans and government issued bonds, there is a range of investment products that are backed...

Slow interest rate retreat keep senior secured loans in frame for 2024

In the near to medium term, the group forecasts "ample opportunity" in the loan asset class to generate higher than average returns while maintaining a minimal...

Private equity players breach the final frontier: Space investment

The "NewSpace" field has opened up in the wake of government entities pulling back their spaceflight programs across the world, which has given rise to a whole...

Advice channel opens up to private markets, but are the products any good?

Every investor wants access to the private markets, and every manager – established or otherwise – wants to help them get it. But when there’s a new...

Partners Private co-founder takes private equity path to portfolio management

Sick of being locked out of large scale private equity investments, the group put together their own project in 2013. Forty projects and some outsized returns...

The three buckets behind Perennial's private growth capital push

Money managers are rising to meet the capital demands of companies wanting to stay private for longer. These days, though, they're doing it with a strategic...