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Brilliant Investment Thinking by Advisers for Advisers.
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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.

Why private credit’s newest opportunity may lie in what others need to sell

Pantheon’s Victor Mayer says credit secondaries are coming into their own as liability mismatches, leverage and gated vehicles create a new source of...

Amundi posts record inflows as ETFs, fixed income lift 2026 start

Europe’s largest asset manager posted its highest quarterly net inflows in four years, lifting assets to €2,398bn, a result Valérie Baudson says proves...

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.

Reflections on achieving scalable practice efficiency

Justin Grima of Rasiah Private Wealth Management redefines practice efficiency by prioritising intentionality and protecting high-value human connections.

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...

In uncertain markets, advisers should focus on discipline, not drama

In volatile markets, Esencia Wealth founding partner Christopher Forrest says advisers add most value by staying disciplined, preserving liquidity and keeping...

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.

FinCap taps BCA Research to launch premier private markets platform

FinCap Group partners with BCA Research to launch an institutional-grade private-markets platform in June 2026, providing Australian wealth firms access to...

Why deep value could be the surprise winner in 2026

'Deep value' is back in focus and the arithmetic of paying less while expectations are low has rarely looked more compelling.