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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...

Inside the secondaries boom

With secondaries volumes topping US$200 billion, what was once a niche corner of private markets is rapidly becoming a mainstream tool for investors seeking...

Discounts deepen as private equity valuations tighten

Explore how a quiet revolution in private equity valuations, exits and discounts is reshaping risk, liquidity and opportunity in client portfolios.

Public insights on private credit 

As upper middle market private credit quietly loads up on PIK toggles and weaker covenants, this op-ed shows advisers how the risk/return balance is really...

Secondaries before primaries: Tailoring private markets for wealth clients

The attraction of private equity secondaries is becoming more widely understood by investors: investing years after the primary portfolios' inception avoids...

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...

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 – ...

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.