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Brilliant Investment Thinking by Advisers for Advisers.
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Alternatives research gets harder as private markets open up

As alternatives move further into client portfolios, advisers need to understand the structure, liquidity and governance behind each strategy.

Beyond direct lending: the growing opportunity in asset-based finance

Private credit is expanding rapidly, but its scope goes far beyond direct lending. Owen Libby of Blue Owl Capital argues that the real opportunity lies in...

Structural under-investment in mining underpins 70 per cent return for Gorozen’s maiden Australian fund

After a decade of underinvestment, commodity markets may struggle to meet rising demand, giving advisers a sharper inflation hedge to consider.

Secondaries are moving from niche to necessary for wealth firms

Once reserved for large institutions, secondaries are now being adopted by advisers seeking greater transparency, diversification, and flexibility in private...

Specialist Disability Accommodation: from niche to institutional asset class

A national shortfall in Specialist Disability Accommodation is reshaping a once‑niche sector. Structural demand, government-supported income and disciplined...

The edge in private markets: how lower mid-market PE creates idiosyncratic alpha

For many advisers the challenge with private equity is sourcing deals that lie away from the busiest parts of the market. Perhaps the answer may lie in the...

From product-picking to portfolio construction: building managed accounts for private markets

Private markets may be moving mainstream, but for advisers the real opportunity lies in building the portfolio infrastructure, governance and liquidity...

Discipline in lending: why non-bank property finance is gaining ground

As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.

One door to private credit: how multi-manager strategies simplify a complex asset class

Private credit promises yield and diversification, but it also brings complexity, illiquidity and a growing manager universe. For KeyInvest and Atchison, the...

Conflict worsens the picture for levered credit

Leveraging an investment-grade credit portfolio was already a dubious strategy before the Middle East war broke out. It's now an even worse idea, says Yarra...

Alternatives demand patience, discipline and perspective

Alternatives can offer diversification benefits, but advisers need to understand client liquidity constraints and longer investment horizons. Their role in...