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Brilliant Investment Thinking by Advisers for Advisers.
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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.

Private equity’s next edge will be operational, not financial

Alceon’s Zac Midalia says the next winners in private equity will combine traditional dealmaking with AI-led operational change.

Why public fixed income may be better positioned than many investors think

Capital Group’s Manusha Samaraweera says public market fixed income is offering a more compelling mix of income, resilience and diversification than many...

For advisers, the alternatives challenge is now operational

As alternatives move further into client portfolios, platforms are being asked to solve research, execution and transparency challenges.

The clock is ticking: why markets cannot afford to shrug off the Strait of Hormuz

Franklin Templeton's Stephen Dover says equity markets have shrugged off the oil shock with surprising composure, but warns that sustained stability requires...

Private equity’s evolving playbook: why discipline still matters in a crowded market

For David Chan, portfolio manager at MLC Asset Management, the challenge in private equity goes beyond picking assets, it’s about mastering governance,...

The AI that matters most may not be artificial

Technology is changing everything about how advice is delivered. It may also be about to reveal who was worth trusting all along.

The next RBA hike demands sector precision, not defensive instinct

Australia’s cash rate nears 4.35, Emanuel Datt says May hike isn’t mere risk-off; real challenge is grasping how rates affect businesses.