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Brilliant Investment Thinking by Advisers for Advisers.
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Resilience when it counts

When the going gets tough. As a financial adviser responsible for allocating your clients’ capital, COVID-19 presented sudden and unexpected challenges...

Liquid alts - Building a pandemic proof portfolio

The 2010s was somewhat of a torrid time for the hedge fund sector, as the pressure for lower costs and more transparency collided with a period of weaker...

The path to net-zero for infrastructure

The infrastructure sector is set to play a critical role in journey to net-zero carbon dioxide emissions. The globe will look to spend trillions over the...

Smaller investors look to private debt

Private debt is starting to attract a broader range of investors, including high-net-worth individuals and smaller funds that are searching for yield combined...

Alceon launches retail monthly income fund

Multi-strategy alternative investment manager Alceon is offering its unique debt-focused strategies to retail investors for the first time, with the launch of...

Why advisers can't ignore bitcoin

Craig Hobart, a veteran of the business side of funds management, is thinking of putting a link to an ASIC podcast on his new company’s website. It...

New opportunities in commercial property

What is to become of all those office buildings and retail stores? They will be replaced, of course, at least in investor portfolios. The property sector is...

Chart topping private equity is back in vogue

This week saw confirmation that private equity was once again the leading asset class over 2021. According to the Chant West super fund survey, the median...

The allure of gold remains

Gold has intrigued investors for almost as long as its existence, first as a store of wealth and currency and now as, well, what? Asset consultancy Frontier...

European equities offer the last bastion of value

As concerns grow about record-breaking US and Australian equity market valuations, the nascent recovery in Europe is opening opportunities for value seeking...

Bond market volatility to rise, high yield attractive

Fixed-income investors, all investors for that matter, should be prepared for ‘higher market volatility’ for the remainder of 2021, according to...

'Wash and clean' equity portfolios as valuations spike

The now not-so-new ETFs that follow well-known indices have been a hugely welcome introduction. One does not have to debate the inexplicable underperformance...

Harnessing the duration effect to look beyond short-term noise

Semiconductor equipment manufacturer ASML, paint and coating company Sherwin-Williams, and payments company Mastercard are examples of stocks which possess the...

Successful growth investing demands clear focus

How difficult is it to be a successful growth manager in today’s turbulent markets? Let’s hear from Francyne Mu, a portfolio manager of the...