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Brilliant Investment Thinking by Advisers for Advisers.
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Asset-backed lending: Private credit's next frontier

Asset-based lending (ABL) is the US$20 trillion next frontier of private credit, and it's growing, as very high-quality assets leave the banking system and...

Alternatives under scrutiny: Unpacking the opportunities and risks

The landscape for alternative investments in Australia is expanding rapidly, and with it comes both opportunity and complexity, says research house SQM.

Skin in the game and the value of distraction-free credit

While the debate around private credit continues to split views among advisers, the question of alignment could be the most important one a client or adviser...

Gearing for growth: Private equity’s quiet engine in the mid-market

Long-term outperformance by private equity managers is both persistent and replicable, if they're good managers investing in the right part of the market – ...

For absolute returns, look for love of craft

Hedge funds have a legitimate role to play in core portfolio construction, if the skill being paid for is repeatable. Managers who love what they do give...

Liquid alternatives: Navigating the five structural forces reshaping portfolios

There's a new macro regime governing markets, derived from structural changes that won't easily be turned around. The solution is to understand these changes,...

Cracking the code: Incorporating alternatives into managed accounts

Alternatives have been very difficult to use within SMAs, but a new platform promises to solve this quandary.

Behind the dollars, private equity is still personal in the lower mid-market

Alignment is everything in private equity, says Fortitude's Bryan Brown. That and understanding individual psychology.

Who borrows in non-bank lending, and why it matters

For investors, non-bank lending can provide an option for an income-producing investment. This article looks at the types of borrowers that typically access...

Holding the pen: Navigating private credit with discipline and scale

In private credit, scale is a great thing to have, but only if it is matched with underwriting discipline and structural control.

A framework for understanding alternative investments

Alternative investments have well and truly left the fringes of the investment world and settled into the mainstream. But what exactly are they?