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Brilliant Investment Thinking by Advisers for Advisers.
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Private debt providers well positioned for 'mother of all default cycles': Revolution

Commentators warn that a new default cycle will strip the shine from private debt strategies, but not all managers have been "sitting on their hands". And the...

Post-zero rate lending market opens the path for non-bank lenders

Despite facing rising interest rates, a higher cost of capital and concerns about their borrowing base, non-bank lenders have made their place in the...

Investors turning to private investment as companies shy away from listing

At this point companies have so many avenues to raise capital that listing in only one of several options. As a result companies are staying private for...

'Opaque' private credit purveyors add value, but quality is key: Mason Stevens

The proliferation of private credit providers in recent years is a boon for investors, explains Andrew Ash from Mason Stevens. But the attraction of...

Non-bank lending surges beyond more than housing lines

The non-bank sector is comparatively small but is growing in scale and impact, writes Thinktank's Peter Vala. For many borrowers, it's become a better option...

Epsilon doubles up on private lending with new senior loan fund

Two years after the launch of its inaugural direct lending fund, Epsilon have forged a partnership with a prominent multi-office family to debut a new low...

HMC capitalises on public/private hybrid approach to equity investment

David Di Pilla's listed property group is shaking things up with a fund that combines the best features of private and public investing to create a pro-active...

Private lending gains public approval as credit conditions tighten and banks lose favour

Private lending is going mainstream as soaring inflation forces mid-market businesses to consider more flexible funding options than the traditional incumbent...

Alternative investments go mainstream and reshape the retirement paradigm

Up until recently, alternative investments were only really open to institutional investors, but with these now available at a wholesale and retail level the...

VC charging as startups grow to scale at speed, but support needed for next phase

Digital transformation, combined with companies staying private for longer, means successful startups are scaling up faster. The next wave of development,...

When real returns are unreal: The public-private performance gap illusion

Comparing public and private market performance can be misleading, according to a new study from PGIM, and CIOs need to look deeper into the data.