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Brilliant Investment Thinking by Advisers for Advisers.
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Private equity vs public equity: Can you have the best of both worlds?

Private equity may provide outsized returns, but it comes with a liquidity catch. Traditional listed equity investing doesn't, but it has its own drawbacks....

PE's structural advantages put equity markets in the shade: Neuberger Berman

The structural advantages of private equity span every phase of the investment process, Ng told a room full of advisers and associates. During the buy, the...

Crypto in the shade as ledger technology applications take centre stage: Invesco

Cryptocurrencies may take up most of the headlines, Invesco says, but the real investment potential lies in the technology and the trading platforms behind...

Consider wider private credit universe to maximise diversification, returns

At The Inside Network's Alternatives Symposium, Kyle McCarthy and David Lewis encouraged investors to define private credit very broadly to reap the benefits...

SVB damage contained by Fed support, but VC and PE managers count losses

The US Federal Reserve may have guaranteed deposits at the failed bank, but its collapse constitutes a major scare for venture capital outfits and private...

Supply chains normalising, but labour still problematic for private debt purveyors

Many supply chain issues have been alleviated in the last year as restrictions eased in the wake of the pandemic, said Alceon's Phil Green, but labour remains...

Follow the deals: To thrive in private equity, back a good fund manager

With private equity becoming more accessible, retail investors can now take advantage of the asymmetry-of-information and diversification benefits PE offers,...

Private-for-longer shifts opportunity set from public markets

The amount of capital being made available to private companies has surged in recent decades, making it possible, and often preferable, to keep companies...

'Best entry point in asset class history' for SSLs: Invesco

Senior secured loans make an attractive proposition in an inflationary environment, says Invesco's Ashley O'Connor, especially when returns are stable and...

Private equity opportunities may offer recession buffer, with some risk

Despite its lack of liquidity, PE's popularity in the institutional and wholesale market is set to filter into the retail market with more fund managers...

Why private debt is a better way to get companies to meet ESG goals

While ESG arose in the space of listed equities, private debt managers can be more effective than equity funds or other fixed income investors in getting...