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Brilliant Investment Thinking by Advisers for Advisers.
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Why infrastructure’s best feature is ‘misunderstood’ 

Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is...

The art of losing less, and why there's beauty in the predictability of bonds

The key to employing defensive assets effectively, Burtenshaw explained, is knowing what it will do and how it will act. "If an asset isn't actually...

There's riches in niches, but only if you know which private capital corners to look in

Private capital might house some of the most in-demand asset classes in the game right now, but the proliferation of providers just reinforces the need to know...

Fortitude builds out adventure tourism investment with US expansion

The Brisbane-based private equity team is backing the further expansion of its New Zealand-based Action Adventures, which has just made its second US company...

Advice industry needs more critical thinking about alternative assets

The benefits of alternative investments are clear, but rapid growth in the product set has made the optimal use of alternatives in portfolios unclear. As...

Advice clients have a breaking point; downside protection can keep them from it

Protecting the underside of portfolios, and even thriving through moments of market distress, can keep more fretful clients out of the danger zone. A new...

‘Don’t leave gaps in the defence’ amidst simmering market uncertainty: Panel

There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff. Their advice: stay...

DNR Capital continues stellar run with third consecutive domestic equities win

Despite a proliferation of providers entering what is an already crowded market, DNR Capital has managed to pull of an impressive run in the Australian...

'Shiny new things' not in our wheelhouse, says high-conviction investment team

The prospect of riding the giddying, volatile rocket ship of tech stocks like Nvidia holds little interest for high conviction teams who back their proven...

Nextgen property funds bringing a new factor into the equation: Certainty

While Australian property is a surging market, the funds that provide broader access to it have lacked ingenuity for some time. That is changing, however, with...

Alceon ascends SQM Research's private debt ladder with property income fund

The respected property and investment research agency has given out its second-highest rating to Alceon's property-based Debt Income Fund, which serves to...

Factors to repel small cap 'zombies, fallen angels and glamours': Invesco

By employing smart active management, investors can avoid the ghoulish company cohorts that haunt the small cap sector of the stock exchange, Invesco writes in...

Using the default system to reduce correlation with Fortlake AM

The tranche market isn't the defining feature of Fortlake's fixed income funds, Baylis explained, but it's a pivotal tool for the firm's managers and adds a...

WNT Ventures nears first close on new fund as NZ capital flows into deep tech

A combination of deep tech expertise, government support and start-up know-how has put this New Zealand venture capitalism team on the cusp of deploying...