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Brilliant Investment Thinking by Advisers for Advisers.
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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...

The leaderboard: Top 5 growth alternative managed funds

Atchison Consultants weighs up the three-year performance of five top ranked managed funds in the growth subset of the increasingly in-demand alternatives...

Defensive 'alt stars': 5 funds outperforming over 3 years

In this column we take a closer look at the best performing funds in some of the most popular asset classes, with the aim of providing insight and support for...

Alts research lacking, investment teams need to 'roll up the sleeves': Panel

Track record is vital, but a lack of comprehensive and independent research is often forcing investment teams to do their own due diligence when it comes to...

PE purveyors gear up as valuations normalise after 'challenging' period

After a "frenzy" in the pre-pandemic era, markets have calmed down significantly for private equity investment teams. There are opportunities, however,...