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Brilliant Investment Thinking by Advisers for Advisers.
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Private markets need more scrutiny than the sales pitch suggests

Genium’s Tim Murphy says advisers need to look far harder at structure, incentives and product design before embracing private market funds.

In private credit, the winners may be the managers built for tougher markets

Blue Owl’s Logan Nicholson says the current market is creating better opportunities for private credit, but only for managers with disciplined underwriting,...

Contracted, essential, resilient: the case for infrastructure in uncertain markets

Brookfield’s Chloe Berry says the best assets are essential, contracted and built to outlast market noise.

Private equity’s edge lies in discipline, access and execution

Roc Partners’ Michael Lukin says the real opportunity sits in overlooked businesses, not crowded markets.

Private equity’s next edge will be operational, not financial

Alceon’s Zac Midalia says the next winners in private equity will combine traditional dealmaking with AI-led operational change.

For advisers, the alternatives challenge is now operational

As alternatives move further into client portfolios, platforms are being asked to solve research, execution and transparency challenges.

Private equity’s evolving playbook: why discipline still matters in a crowded market

For David Chan, portfolio manager at MLC Asset Management, the challenge in private equity goes beyond picking assets, it’s about mastering governance,...

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...