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Brilliant Investment Thinking by Advisers for Advisers.
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From disruption to deployment

Between January and March 2026, the listed software sector shed approximately US$2 trillion in what the financial press dubbed the “SaaSpocalypse,”...

SpaceX, OpenAI, Anthropic: the IPO wave that could shake up your portfolio

As the US IPO market reopens, a wave of mega-cap private companies preparing to list could significantly reprice growth equities, creating major portfolio...

Trade finance: an old asset class finding new relevance

Trade finance, short-term loans that support the cross-border movement of goods, plays a vital role in facilitating global trade flows. And it can act as a...

Australia’s startup ecosystem is world-class. Its policy is not.

Rampersand founder Paul Naphtali says the recurring pattern of ad hoc policy decisions hurting the startup sector is a symptom of a deeper problem: Australia...

The $2.5 trillion funding gap advisers should not ignore

Trade finance is old, essential and still under-allocated. For advisers, the opportunity starts with a US$2.5 trillion funding gap.

Why the best private markets entry point might be a single deal

FinCap’s Christian Ryan says the combination of a managed account and a direct co-investment channel isn’t just a product decision. It’s a deliberate...

Oil shocks hurt markets, but expensive stocks have often fared worse

Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.

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.

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...

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.