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Brilliant Investment Thinking by Advisers for Advisers.
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Picking winners: How StepStone Group and LGT Crestone think about venture capital

The conversation on venture capital at the Investment Leaders Forum held at Crystalbrook in Byron Bay pulled no punches. StepStone Group’s Phillip Cummins...

Head-to-head: Direct lending vs. high-yield credit — what’s the difference?

Direct lending has emerged as a crucial funding channel for mid-market companies, and has seen significant growth over the past 10 years, primarily due to a...

Finding yield without the landmines: An alternative playbook for sub-investment grade credit

Private credit may be booming, but according to Joe Unwin, head of portfolio management at Apostle Funds Management, the volume of capital flooding into the...

Size, structure and selectivity: the real work behind private credit

Across private wealth portfolios, private credit has become something of a buzzword – frequently cited, but often misunderstood. At the Investment Leaders...

Why direct lending deserves a place in private wealth portfolios

If there was any doubt that private credit has moved from the margins to the mainstream, John Valtwies dispelled it at the Investment Leaders Forum held at...

In private equity, it’s best to be swimming with the tide

Nick Miller prefers swimming with the tide. He definitely realised this when swimming around Hong Kong Island as part of a six-person relay team that set a...

Evergreen secondaries exposure striking a chord with advice market

The secondaries market for private credit and private equity is finding growing appeal from an advice industry constantly searching for yield plays in the...

Delving further and deeper in the PE ocean improves the catch

When Tyler Jayroe told a friend he was visiting Australia for The Inside Network’s Alternatives Symposium, the friend – a marine life enthusiast – told...

New breed of debt securities emerging to replace $40 billion in bank hybrids

APRA put the cat among the pigeons when it put these securities on notice. Investors looking for alternative investments offering similar yields are finding...

The alternative asset class that can change people’s lives

Healthcare and life sciences is emerging as an economically resilient alternative asset class, given that the industry has huge tailwinds in the form of the...

You wouldn’t credit what could help solve the housing supply crisis

To paraphrase one of Paul Keating’s more memorable lines, if you walk into any pet shop in Australia, the resident galah will be talking about the...