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Brilliant Investment Thinking by Advisers for Advisers.
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You wouldn’t credit what could help solve the housing supply crisis

To paraphrase one of Paul Keating’s more memorable lines, if you walk into any pet shop in Australia, the resident galah will be talking about the...

Head-to-head: fundamental versus systematic investing in Australian equities

The debate between fundamental investing and systematic investing is right up there with the Beatles versus the Rolling Stones, or that between fans of...

Helping portfolios weather the storm: the many attributes of ILS

If the holy grail of investing lies in the concept of non-correlated return streams with which to build truly diversified portfolios, insurance-linked...

Getting a grip as gold goes ga-ga

Gold’s spectacular rise has been a feature of the markets over the last couple of years, and judging from how the investment banks are sharpening the pencil...

Private credit: What to look for in an asset manager

With private credit garnering plenty of media attention lately, it’s important for investors to understand the underlying variations across this asset class....

Europe becomes flavour of the month as US equities hit a roadblock

Investors are right to diversify overseas. What they must remember is, it’s not just a US story focused on the 'Magnificent Seven.'

‘Monumental’ task has private infrastructure poised to surpass real estate in value

Private markets is clearly a rapidly growing part of the investment ecosystem, with the Australian Securities and Investments Commission (ASIC) recently citing...

Quiet-achiever asset class gets on with the job

The Australian image of the taciturn farmer, hard at work completely out of the spotlight, carrying a large part of the nation’s gross domestic product (GDP)...

Deploying alternatives: A practical framework for advisers

In an evolving investment landscape, alternative assets are no longer a fringe consideration—they have become an essential component of a well-structured...

The six mistakes investors (and advisers) make

There’s nothing like a market correction to trigger a crisis in confidence for investors and advisers alike. Having been rewarded for taking on more risk and...

Cautionary tales on thematic investing in alternatives

Thematic investing has long been a source of fascination for investors, offering the promise of outsized returns driven by major structural shifts. Yet, as...

Navigating market extremes: Looking beyond the conventional

Equity markets continue to defy expectations, but investors face mounting risks as valuations stretch to historical extremes. Hugh Selby-Smith, co-CIO of...

The ART of deploying alternative investments

Institutional investors have increasingly turned to alternative assets as a means of improving portfolio resilience, managing risk, and capitalising on...

Better than hybrids, but hiding in plain sight

The planned transition of $44 billion worth of additional Tier 1 (AT1) bank hybrids to Tier 2 capital by 2032 will see the last bank hybrid disappear by March...