Investment
Alternative investments coverage for advisers, including hedge funds, commodities, and non-traditional asset class strategies.
- Anant Kumar
- Andrew Lockhart
- Chris Brookman
- Contributor
- Craig Brooke
- David Chaplin
- David Dix
- Drew Meredith
- Emanuel Datt
- George Lin
- Giselle Roux
- Greg Bright
- HMC Capital
- Invesco
- Ishan Dan
- James Dunn
- Jamie Nemtsas
- Joe Millward
- Jonathan Pullin
- Joss Engebretsen
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Armitage
- Michael Block
- Mishan Dahia
- Nicholas Way
- Nick Hatzis
- Nicki Bourlioufas
- Penny Pryor
- Peter Vala
- Phil Strano
- Sandy Kaul
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Will Arnost
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.
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,...
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.
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.