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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...