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Brilliant Investment Thinking by Advisers for Advisers.
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Smart money is pouring into private markets and away from risk assets

New data from bfinance and Invesco sees Australian investors and sovereign funds reducing exposure to growth assets in favour of private markets

Sovereign wealth funds tap external managers for private markets payday

Sovereign wealth funds have hit pause on their internalisation programs as they discover that they aren't naturals at private markets investing. And inflation...

FTX collapse shatters trust in cryptocurrency

The collapse of the fifth largest cryptocurrency exchange, joining a growing list of crypto casualties this year, has raised serious doubts about the asset...

Alceon's private debt fund remains resilient despite rising input costs and higher rates

Alceon Group maintained its view that the sector will remain strong for the remainder of this year given its robustness and healthy deal pipeline.

Australia goes from crypto leader to crypto lagger

Clanz COO Stuart Burnicle believes Australia will see wider crypto adoption, despite running well behind many other countries in crypto-asset regulation.

Invesco: Not all portfolios will float as rates rise

Senior secured loans act as an important inflationary hedge in times of rising inflation according to the firm's chief investment officer.

Private debt serving up a spectrum of benefits for investors

Structured the right way, private debt can provide options that both cater to the defensive sleeve of a portfolio and serve as a proxy for equity market...

Senior secured debt reaps rewards in inflationary environment

One part of the market that is benefitting from inflation and interest rate increases is private debt; senior secured loans, in particular, have returned 4.8...

Companies ditch IPO route, opening up new channels for investors

It's a perfect storm: Companies are staying private for longer and finding "myriad" ways to raise capital outside the traditional IPO route, while investors...

What non-bank lenders must consider before issuing a private loan

Australian non-bank lenders are making incursions against the big banks, but have many considerations during the loan decision making process to ensure proper...

Senior secured loans offer investors an opportunity to capitalise on rising rates

Debt assets may be de jour, but the income they produce is fraught with peril if it doesn't include the kind of diversity senior secured loans provide.