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Brilliant Investment Thinking by Advisers for Advisers.
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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.

Why public fixed income may be better positioned than many investors think

Capital Group’s Manusha Samaraweera says public market fixed income is offering a more compelling mix of income, resilience and diversification than many...

For advisers, the alternatives challenge is now operational

As alternatives move further into client portfolios, platforms are being asked to solve research, execution and transparency challenges.

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,...

Why private credit’s newest opportunity may lie in what others need to sell

Pantheon’s Victor Mayer says credit secondaries are coming into their own as liability mismatches, leverage and gated vehicles create a new source of...

Amundi posts record inflows as ETFs, fixed income lift 2026 start

Europe’s largest asset manager posted its highest quarterly net inflows in four years, lifting assets to €2,398bn, a result Valérie Baudson says proves...

Alternatives research gets harder as private markets open up

As alternatives move further into client portfolios, advisers need to understand the structure, liquidity and governance behind each strategy.

Managing liquidity and longevity vital for retirement

Richard Quin highlights how retirement portfolios are being reshaped by liquidity pressures, inflation, and sequencing risk with fixed income reclaiming its...

Beyond direct lending: the growing opportunity in asset-based finance

Private credit is expanding rapidly, but its scope goes far beyond direct lending. Owen Libby of Blue Owl Capital argues that the real opportunity lies in...

Structural under-investment in mining underpins 70 per cent return for Gorozen’s maiden Australian fund

After a decade of underinvestment, commodity markets may struggle to meet rising demand, giving advisers a sharper inflation hedge to consider.

Australia’s retirement wave is creating a quiet private equity boom

With 60,000 small‑cap businesses and little institutional competition, Fortitude sees the lower mid‑market as private equity’s true growth frontier.

Infrastructure’s next chapter: investing in the foundations of an uncertain future

Infrastructure is no longer just defensive. Adam Reisler of StepStone Group argues it now sits at the heart of the structural forces reshaping the global...

BlueCastle Capital hits £1bn as Leeds deal boosts UK build-to-rent sector

BlueCastle Capital smashes through the £1bn mark in UK build‑to‑rent investment with a landmark Leeds city‑centre project.

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...