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Brilliant Investment Thinking by Advisers for Advisers.
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Infrastructure's second act: Why advisers should take another look

Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...

Gearing for growth: Private equity’s quiet engine in the mid-market

Long-term outperformance by private equity managers is both persistent and replicable, if they're good managers investing in the right part of the market – ...

For absolute returns, look for love of craft

Hedge funds have a legitimate role to play in core portfolio construction, if the skill being paid for is repeatable. Managers who love what they do give...

Liquid alternatives: Navigating the five structural forces reshaping portfolios

There's a new macro regime governing markets, derived from structural changes that won't easily be turned around. The solution is to understand these changes,...

Defensive credit in practice: delivering income with control

Non-bank lenders increasingly play a crucial stabilising role in Australia’s capital markets, earning a premium for providing liquidity without assuming...

Cracking the code: Incorporating alternatives into managed accounts

Alternatives have been very difficult to use within SMAs, but a new platform promises to solve this quandary.

Currency as protection: Why FX belongs in the portfolio

Your global equity portfolio is actually two portfolios: the underlying equities, and the currency exposure. The latter is too important to leave unmanaged.

16 years searching for true diversification

For much of modern portfolio history, the 60/40 mix of equities and bonds has been held up as the embodiment of diversification. Until 2022, when it failed....

Behind the dollars, private equity is still personal in the lower mid-market

Alignment is everything in private equity, says Fortitude's Bryan Brown. That and understanding individual psychology.

Who borrows in non-bank lending, and why it matters

For investors, non-bank lending can provide an option for an income-producing investment. This article looks at the types of borrowers that typically access...

Golden future: How the precious metal is reasserting its place in portfolios

As gold rises to fresh record highs, it is no longer just a commodity sitting inside a broad-based basket: it is a strategic asset in its own right.

Holding the pen: Navigating private credit with discipline and scale

In private credit, scale is a great thing to have, but only if it is matched with underwriting discipline and structural control.

Unlocking Australia’s hidden fixed income advantage

Focusing on benchmark-constrained strategies does not serve Australian fixed income investors well, argues a new white paper.

Allocators map the road ahead as markets shift and client needs evolve

Framing the current investment market and positioning for what comes next is a subjective process for asset allocators, with plenty of room for nuances in...