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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.
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.
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...
Wealth in motion: Advisers face the reality of the great transfer
The great inter-generational wealth transfer is not something that's imminent, or on the horizon; it's happening now, and advisers need to get to grips with it.
Primaries take the lead: How Rachael Lockyer sees the future of private equity
Amid an evolving landscape, increasingly crowded with capital and complexity, the true engine of private equity value remains unchanged: it's early entry and...
Private credit’s next frontier: Gary Lin on the unfolding opportunity for advisers
Private credit should not be thought of as a niche satellite allocation, but as a core component of diversified income portfolios.
Private credit: Balancing income, risk and manager selection in client portfolios
Private credit can meet core client objectives if it is approached with discipline, transparency and a deep understanding of both the manager and the...
Infrastructure at a crossroads: Investing for scale and society
Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...
The steady hand in volatile markets
The appeal of private credit starts with its ability to strip away the day-to-day distractions that plague public markets, says Andrew McVeigh, managing...
Why fixed income benchmarks are built for issuers, not investors
It's a bugbear for investors that in the fixed income world, benchmarks are very different to what they represent in the equities world. In FI, departing from...
From risk to reward, the case for default arbitrage
Far from being a purely negative outcome, defaults can form the basis of a tradeable, diversifying asset class that sits alongside more traditional fixed...
Where to find private credit’s best yield-for-risk
The most compelling opportunities in private credit can often be in the more niche exposures, says manager Oaktree.
Stress-test for rallies, not just recessions
At the recent The Inside Network Income & Defensive Symposium, Mercer principal Andrew Stewart challenged advisers to widen their lens on portfolio risk,...
A compelling case for public credit in a risk-aware world
Investment-grade credit is having a moment. For Phil Strano, portfolio manager at Yarra Capital Management, the appeal lies not in hype or headlines, but in a...
Using real estate in portfolios to create the right balance between income and illiquidity
Investors have a deep affinity with real estate, but how to classify it within a diversified portfolio is sometimes a dilemma.