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Brilliant Investment Thinking by Advisers for Advisers.
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Benign risk of default drives credit opportunity

History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit...

Private equity continues expansion into mass affluent

Private equity (PE) has continued to stand out as an asset class amid the pandemic but particularly in light of the significant selloff in growth stocks that...

Tailwind for private lending is just beginning: Pallas Capital

Australian CPI numbers were released this week showing a 6.1 per cent increase in consumer prices, the fastest pace in 30 years.

Private markets remain key to income, diversification

News that Australian Super had reported a negative return of just 2.7 per cent for the FY22 financial year likely came as a surprise to many.

Private credit stands out in SAA rethink

In a challenging environment plagued with uncertainty and volatility, rising inflation has turned investors away from risky growth assets.

With LNG's transition status confirmed, opportunities grow: Longreach Alternatives

New gas projects will be able to receive funding from a fresh pool of money from ESG investors. The move will help many EU countries by supplying low-carbon...

How pre-IPO and private market funds avoided the selloff

Pre-IPO funds are popular with early-stage, pre-profit tech businesses looking for a longer runway ahead of their ASX listing.

Bentham unpacks current investment landscape and opportunities in credit investing

Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.

Block survey reveals Aussies relatively optimistic about Bitcoin

Too much volatility and an uncertain regulatory outlook are the most common reasons for people to avoid Bitcoin, though Australia ranks higher than the UK,...

Market neutral strategies come to the fore amid volatility

Absolute return or 'market neutral' equity strategies as they are widely known, may well be one of the most difficult approaches to understand for many...

Investors should prepare for the private market valuation hit

The Morningstar-owned private markets publication Pitchbook this week highlighted the growing risks in the economy along with the potential impact of higher...