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Brilliant Investment Thinking by Advisers for Advisers.
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Asian listed credit: An engine of yield and liquidity 

As traditional income strategies falter, Asian listed credit is emerging as a liquid, underexplored source of yield that fits squarely within a fixed income...

Keep calm and carry on: The risks associated with misreading the inflation mirage

Why advisers should look past the inflation panic and help clients stay the course as the RBA risks fighting shadows, not fire.

Turning fear into function: Why allocating to volatility can reinforce portfolios

For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...

From capital to connection: Ryan Loehr on the next evolution in advice

In a powerful call to reimagine the future of advice, Ryan Loehr urges advisers to move beyond portfolio returns and embrace a more human, purpose-driven model...

Secondaries before primaries: Tailoring private markets for wealth clients

The attraction of private equity secondaries is becoming more widely understood by investors: investing years after the primary portfolios' inception avoids...

Forty years of fundamentals: Ram Rasaratnam on the evolution of quant investing

In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.

A living legacy: How institutional investors use credit to build intergenerational wealth

Most structured credit investments pay monthly, quarterly or semi-annual income. With loans typically floating-rate in nature, investors also gain some...

When the game is already half over: The strategic case for secondaries

The case for secondary investments versus primary investments in private equity often hinges on a simple difference: in secondaries, the investor has had a...

Mapping the maze: Frameworks, due diligence and the modern alternatives landscape

Perhaps the best way to categorise alternatives isn’t through asset-class labels, but through risk factors, and function.

Private infrastructure: The outperformer in a noisy market

Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...

Asia’s next chapter: How advisers should position capital for structural shifts

Understanding how to 'play' Asia revolves around grasping the continent's social and structural undercurrents, Fidelity's Peiqian Liu told The Inside Network's...

Skin in the game and the value of distraction-free credit

While the debate around private credit continues to split views among advisers, the question of alignment could be the most important one a client or adviser...

Betting on structural decline: System Capital's edge in a fragmented market

At the heart of System Capital's long-short strategy is companies' structural position as their industries change. The manager believes structural strength is...

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...

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...

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.