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Brilliant Investment Thinking by Advisers for Advisers.
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Partners Private co-founder takes private equity path to portfolio management

Sick of being locked out of large scale private equity investments, the group put together their own project in 2013. Forty projects and some outsized returns...

The three buckets behind Perennial's private growth capital push

Money managers are rising to meet the capital demands of companies wanting to stay private for longer. These days, though, they're doing it with a strategic...

Correlation dilemma gives liquid alternatives their time in the sun

Liquid alts will only become more in demand if the positive relationship between bonds and equities remains sticky, Harrex explained. Investors will need...

Why private equity outperformance will continue – despite the valuation naysayers

There’s nothing mysterious about the performance of private equity, according to Hamilton Lane, and the mundane reasons it does better also means it will...

The ‘big misconception’ about insurance-linked securities

It’s possible to get equity-like returns from insurance-linked securities with much lower volatility. But a supposed asymmetry of information in the market...

Co-investment and secondaries reign comes to the fore in 2024's PE channels

After a stellar two years for private equity, the global market stalled in 2023 amidst challenging conditions. The switch called for agility, with Neuberger...

Take a hard look at leverage in private lending: Challenger

As many as half of all Australian private lending managers are using leverage to juice their returns, according to Challengers Investment Management, exposing...

How to spread your allocation wings beyond traditional and into alternatives

Diving into alternative investments can be a daunting prospect, but a rewarding one for advisers looking to supplement their growth sleeve and add fresh...

Time to look past the perceived risks in private equity: Federation

Advisers may be holding back from private equity investment because they have an exaggerated view on the liquidity risks involved, but providers offer more...

Don’t wait for a recession to get into ‘misunderstood’ distressed debt

You don’t need the world to end to start investing in stressed and distressed debt, according to RBC BlueBay, but it helps. And what looks to be a multi-year...

How private equity is finding the ‘middle ground’: MLC

Lack of liquidity and transparency have long been sticking points in retail uptake of private equity, but the industry is changing its ways even as an...