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Brilliant Investment Thinking by Advisers for Advisers.
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The ongoing resilience of Australian private debt

Pete Robinson presents the case for Australian private debt using a supermarket chain case study.

If you can't beat 'em - the secret of late-stage private equity

The quantum of US companies has halved since 1996, which plays into the hands of late stage venture gurus.

Pounding the Table for Small-Caps

We think small-cap investors are well-advised to follow the investment maxim, "Look to be fearful when others are greedy and greedy when others are fearful."

Fixed income bond indices prove problematic when assessing performance

Atchison Consultants' Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.

Private equity and the liquidity boon for advisers

The four pillars of private equity investment all bring unique characteristics to the table.

'Whole portfolio liquidity' takes on the alternatives challenge

Alternatives don't have to be African coal mines; in many cases they're just normal assets like equity or business loans wrapped up in a private market...

Senior secured credit stands out as yields surge

As inflation rises, senior secured loans offer a relatively undiscovered respite.

A great way to play the booming natural gas market

Longreach taps into the LNG market supported by projects in Texas & Oklahoma.

The changing face of fixed income

Bill Prendergast discusses the role of fixed income and its role in portfolios today.

Infrastructure companies deliver the goods

Listed infrastructure companies provide a powerful hedge against inflation.

What are you missing in fixed income portfolios?

The events of 2022 have brought the fixed income and defensive allocations of multi-asset portfolios back into the spotlight.

'When bonds didn't act like bonds'

The 'unorthodox' policy of quantitative easing has been central to the excesses in markets, says JP Morgan's Liang.

The golden rule of government bond investing

As one can expect, there was a lot of volatility in US Treasuries during this period, making it a challenging time for analysts.

Benign risk of default drives credit opportunity

History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit...