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
-0.70%
S&P
-2.64%
AUD
$0.71

Correlation dilemma gives liquid alternatives their time in the sun

Liquid alts will only become more in demand if the positive relationship between bonds and equities remains sticky, Harrex explained. Investors will need...

Why private equity outperformance will continue – despite the valuation naysayers

There’s nothing mysterious about the performance of private equity, according to Hamilton Lane, and the mundane reasons it does better also means it will...

The ‘big misconception’ about insurance-linked securities

It’s possible to get equity-like returns from insurance-linked securities with much lower volatility. But a supposed asymmetry of information in the market...

Co-investment and secondaries reign comes to the fore in 2024's PE channels

After a stellar two years for private equity, the global market stalled in 2023 amidst challenging conditions. The switch called for agility, with Neuberger...

Take a hard look at leverage in private lending: Challenger

As many as half of all Australian private lending managers are using leverage to juice their returns, according to Challengers Investment Management, exposing...

How to spread your allocation wings beyond traditional and into alternatives

Diving into alternative investments can be a daunting prospect, but a rewarding one for advisers looking to supplement their growth sleeve and add fresh...

Time to look past the perceived risks in private equity: Federation

Advisers may be holding back from private equity investment because they have an exaggerated view on the liquidity risks involved, but providers offer more...

Don’t wait for a recession to get into ‘misunderstood’ distressed debt

You don’t need the world to end to start investing in stressed and distressed debt, according to RBC BlueBay, but it helps. And what looks to be a multi-year...

How private equity is finding the ‘middle ground’: MLC

Lack of liquidity and transparency have long been sticking points in retail uptake of private equity, but the industry is changing its ways even as an...

Covenant-lite loans 'like driving a car without a steering wheel': Epsilon

A business may appear to be robust, but a savvy lender that is responsible for the capital of its investors needs to be constantly across the mountain of...

Securitisation stays strong through market turmoil, propped by non-bank lending growth

Even the RBA is extolling the virtues of the role non-bank and private lenders play in Australia's financial ecosystem, with the sector providing investors...