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Brilliant Investment Thinking by Advisers for Advisers.
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Market neutral strategies swerve volatility, diffuse market risk

Recent market turbulence has brought market neutral long short strategies into primacy, with funds able to look at companies with a clear lens and avoid taking...

Higher costs and rising rates trigger a strategy shift in private debt

Alceon is mindful of challenging conditions and rising costs for purveyors of private debt, but has a confident outlook with positive signs starting to show.

The ongoing resilience of Australian private debt

Pete Robinson presents the case for Australian private debt using a supermarket chain case study.

If you can't beat 'em - the secret of late-stage private equity

The quantum of US companies has halved since 1996, which plays into the hands of late stage venture gurus.

Private equity and the liquidity boon for advisers

The four pillars of private equity investment all bring unique characteristics to the table.

'Whole portfolio liquidity' takes on the alternatives challenge

Alternatives don't have to be African coal mines; in many cases they're just normal assets like equity or business loans wrapped up in a private market...

Senior secured credit stands out as yields surge

As inflation rises, senior secured loans offer a relatively undiscovered respite.

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.