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Brilliant Investment Thinking by Advisers for Advisers.
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The IPO market isn’t waiting for confidence, it’s waiting for a price tag

Franklin Templeton’s Jonathan Curtis argues that the reviving public market lacks credible IPO valuation frameworks to accurately price a complex new...

Private markets are not retreating but the rules are changing

Nine in ten LPs are maintaining or accelerating private markets commitments but the bar to get in and stay in is rising. Coller Capital's latest Barometer maps...

Amundi just turned tokenised money market funds from theory into reality

Three global institutions have joined forces to bring blockchain-powered treasury management to life. The implications for how institutions manage liquidity...

The quiet return of Australian equity income 

Australian equity income is reasserting its place in client portfolios, not as a nostalgic reach for yield, but as a way to combine regular distributions,...

Senjin Capital: unlocking value in Japan's reform era

Senjin Capital co-founder Jamie Halse details how corporate governance reforms and unwinding cross-shareholdings have unlocked massive value in Tokyo, making...

Why GP-led secondaries are now every adviser's conversation to have

The GP-led secondaries market hit a record $108 billion in 2025, with continuation vehicles leading growth. Coller Capital explains what Australian advisers...

The myths holding clients back from private markets

FinCap executive chair Christian Ryan says private markets are more familiar, more accessible and more visible than most investors assume. The barrier is...

The Egyptian wheat loan that can answer a key challenge in client portfolios

Egypt was the sovereign headline, but the wheat facility shows why investors can seek comfort in analysing the guarantees, collateral, creditor status and...

The AI scorecard Australia did not know it needed

A landmark independent assessment of Australia's AI capabilities finds the country holds significant untapped potential. The findings matter well beyond policy...

Trade finance: an old asset class finding new relevance

The asset class is old, but its portfolio relevance is modern: bank-aligned, diversified credit exposure linked to the physical movement of goods.

SpaceX, OpenAI, Anthropic: the IPO wave that could shake up your portfolio

As the US IPO market reopens, a wave of mega-cap private companies preparing to list could significantly reprice growth equities, creating major portfolio...