Investment
Private debt and private equity insights for Australian advisers, covering manager selection, structures, and portfolio allocation.
- Anant Kumar
- Andrew Lockhart
- Chris Brookman
- Contributor
- Craig Brooke
- David Dix
- Drew Meredith
- George Lin
- Giselle Roux
- Greg Bright
- HMC Capital
- Invesco
- Ishan Dan
- James Dunn
- Joe Millward
- Jonathan Pullin
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Block
- Nicholas Way
- Nick Hatzis
- Nicki Bourlioufas
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Will Arnost
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.
Private equity is no longer a category call
MLC’s Rachael Lockyer says private equity outcomes now depend far more on manager selection than broad asset allocation.
The next great technology winners may be built long before public markets can access them
StepStone’s Phil Cummins says technology’s biggest value creation is increasingly happening in private markets, and that has major implications for how...
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,...
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.
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,...
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...
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...
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...