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Brilliant Investment Thinking by Advisers for Advisers.
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Why equity portfolios are moving global, and further into venture

Escala’s Will Hauser says advisers should focus less on geography and more on earnings growth, while looking earlier in the private market cycle for...

Investing where the world is going: the case for thematic portfolios

For Joseph Sitch, co-chief investment officer at Victor Smorgon Group, thematic investing as the key to navigating today’s shifting global economy, focusing...

Commodities take the lead: DNR Capital’s strategic pivot

Moving away from high-growth sectors such as technology and software, the Australian Emerging Companies Fund is now focused on commodities investment and...

Private markets are expanding, but advisers need to manage the consequences

Atchison’s Kev Toohey says the rise of private assets is changing market structure, investor behaviour and the way portfolios need to be governed.

ClearBridge on why markets could push higher amid persistent fears

As investors fret over stagflation, AI and credit risks, ClearBridge believes today’s wall of worry may be setting up the next leg higher for markets.

Complex products, wholesale clients, blurred lines: the new compliance challenge 

Kit Legal’s Catherine Evans says advisers face a growing challenge, not just accessing complex assets, but understanding, governing and explaining them...

Challenger research demonstrates the importance of community for retirees

The Retirement Happiness Index climbed to 69.5, reflecting growing optimism among older Australians.

Specialist Disability Accommodation: from niche to institutional asset class

A national shortfall in Specialist Disability Accommodation is reshaping a once‑niche sector. Structural demand, government-supported income and disciplined...

Finding the real winners in private markets’ biggest themes

AI, ageing and reshoring are powerful themes, but private-markets winners emerge through manager selection, execution, valuation and due diligence.

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...

From product-picking to portfolio construction: building managed accounts for private markets

Private markets may be moving mainstream, but for advisers the real opportunity lies in building the portfolio infrastructure, governance and liquidity...

The $327,800 gap: how Australia's super industry learned to lie with data

Australia’s super lobby groups are adopting methodology to fit the message, leaving advisers, policymakers and consumers to sort truth from advocacy.

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.

Powering the digital economy: why core infrastructure is gaining renewed attention

'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...