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Brilliant Investment Thinking by Advisers for Advisers.
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Asset-backed lending: Private credit's next frontier

Asset-based lending (ABL) is the US$20 trillion next frontier of private credit, and it's growing, as very high-quality assets leave the banking system and...

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...

Gearing for growth: Private equity’s quiet engine in the mid-market

Long-term outperformance by private equity managers is both persistent and replicable, if they're good managers investing in the right part of the market – ...

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.

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.

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...

The credit sweet spot: Building resilient income portfolios

Private credit is often positioned as a high-yielding alternative to traditional fixed income, but for Teiki Benveniste, head of Australia and New Zealand at...

Rethinking private credit for income and defensive portfolios

With many investors now rethinking the income and defensive allocations of their portfolios, private credit can potentially play a bigger role beyond...

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...