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Brilliant Investment Thinking by Advisers for Advisers.
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Specialist Disability Accommodation: from niche to institutional asset class

A national shortfall in Specialist Disability Accommodation is reshaping a once‑niche sector. Structural demand, government-supported income and disciplined...

The edge in private markets: how lower mid-market PE creates idiosyncratic alpha

For many advisers the challenge with private equity is sourcing deals that lie away from the busiest parts of the market. Perhaps the answer may lie in the...

From product-picking to portfolio construction: building managed accounts for private markets

Private markets may be moving mainstream, but for advisers the real opportunity lies in building the portfolio infrastructure, governance and liquidity...

Discipline in lending: why non-bank property finance is gaining ground

As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.

One door to private credit: how multi-manager strategies simplify a complex asset class

Private credit promises yield and diversification, but it also brings complexity, illiquidity and a growing manager universe. For KeyInvest and Atchison, the...

Conflict worsens the picture for levered credit

Leveraging an investment-grade credit portfolio was already a dubious strategy before the Middle East war broke out. It's now an even worse idea, says Yarra...

Alternatives demand patience, discipline and perspective

Alternatives can offer diversification benefits, but advisers need to understand client liquidity constraints and longer investment horizons. Their role in...

Why liquid alternatives are becoming a core portfolio building block

Liquid alternatives can diversify portfolios while preserving liquidity. Mishan Dahia of Atchison says advisers must focus on the role each strategy plays in...

Client first, complexity second: Graeme Bibby on making alternatives work

In a market where private markets are proliferating, Bibby argues that the ability to make complexity relatable will define the next phase of advice.

Liquidity in private credit: separating promise from practice

As private credit allocations grow, so too do questions around liquidity risk. This piece helps advisers look beyond headline redemption terms to understand...

Secondaries come of age as Coller joins EQT

The rise of secondaries has been years in the making, but the decision by EQT to build around Coller Capital marks the moment the asset class truly comes of...