Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
-0.09%
S&P
-0.18%
AUD
$0.71

GARP index gives advisers a new frame for offshore equity exposure

A new GARP Index gives advisers a portfolio construction tool that blends global growth, quality and valuation discipline, although currency, turnover and...

Beyond the magnificent seven: where advisers should look next

Arrow Private Wealth's Ryan Synnot says advisers should look past obvious AI winners to old-world re-raters, venture capital and the defensive yields now...

Private equity is no longer a category call

MLC’s Rachael Lockyer says private equity outcomes now depend far more on manager selection than broad asset allocation.

Why strategy must come before investment selection, every single time

Perpetual Limited's Renée Condylis says the most important conversation an adviser has with a client has nothing to do with which asset to buy. It starts with...

The next great technology winners may be built long before public markets can access them

StepStone’s Phil Cummins says technology’s biggest value creation is increasingly happening in private markets, and that has major implications for how...

Property recovery is underway yet healthcare is still catching up

Healthcare property's entry point is closing. Barwon's Tom Patrick says the next 18 months are the ones that matter

Private markets need more scrutiny than the sales pitch suggests

Genium’s Tim Murphy says advisers need to look far harder at structure, incentives and product design before embracing private market funds.

The advice that earns trust is never given in calm markets

Viola Private Wealth's Charlie Viola says the principles of good advice have not changed in more than two decades. What has changed is the toolkit available to...

In active equity investing, process and humility may matter more than certainty 

Invesco’s Andrew Hall says the best investors are not the most certain: they are the most disciplined about process, psychology and knowing what can go...

In private credit, the winners may be the managers built for tougher markets

Blue Owl’s Logan Nicholson says the current market is creating better opportunities for private credit, but only for managers with disciplined underwriting,...

Chris Wallis says advisers need a new market playbook 

Vaughan Nelson chief executive Chris Wallis says the bigger risk for advisers is not the next headline shock, but a structural reset in liquidity, capital...

Contracted, essential, resilient: the case for infrastructure in uncertain markets

Brookfield’s Chloe Berry says the best assets are essential, contracted and built to outlast market noise.

GARP index gives advisers a new frame for offshore equity exposure

A new S&P Dow Jones Indices Growth at a Reasonable Price (GARP) Index gives advisers a portfolio construction tool that blends global growth, quality and...

Private credit needs less noise, more underwriting

Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.

The misunderstood property niche drawing serious institutional capital

Barwon’s Joss Engebretsen says specialist disability accommodation has been mis-sold, misread and too quickly dismissed, despite offering high yields,...

Private equity’s edge lies in discipline, access and execution

Roc Partners’ Michael Lukin says the real opportunity sits in overlooked businesses, not crowded markets.