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Brilliant Investment Thinking by Advisers for Advisers.
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The systematic, broad market advantage to be had in small-cap investing

The small-cap space can be rife with risk, as emotion and understanding wrestle with common sense practice. But with a systematic style overlaid to provide...

Australian investors set to benefit from the private equity secondaries market

The private market sector has grown to the point that it has a thriving secondaries market operating behind it, which puts investors in line to benefit from...

The three priorities of a robust private credit purveyor

There are three things that an Australian private credit provider should be focussed on, and capital preservation is the "absolute number one", according to...

Savvy equity plays see Fortitude ride out broader economic slowdown

The Brisbane-based private equity team has made a point of seeking out investee companies that are well equipped to handle a slow-motion recovery in the...

'The foundations are pretty soft': Correlation considerations taking centre stage

With the danger of fractured markets inflated, the need for a truly non-correlative asset is at a premium. And with the default system cleaned up, Fortlake saw...

Why infrastructure’s best feature is ‘misunderstood’ 

Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is...

The art of losing less, and why there's beauty in the predictability of bonds

The key to employing defensive assets effectively, Burtenshaw explained, is knowing what it will do and how it will act. "If an asset isn't actually...

There's riches in niches, but only if you know which private capital corners to look in

Private capital might house some of the most in-demand asset classes in the game right now, but the proliferation of providers just reinforces the need to know...

Fortitude builds out adventure tourism investment with US expansion

The Brisbane-based private equity team is backing the further expansion of its New Zealand-based Action Adventures, which has just made its second US company...

Advice industry needs more critical thinking about alternative assets

The benefits of alternative investments are clear, but rapid growth in the product set has made the optimal use of alternatives in portfolios unclear. As...

Advice clients have a breaking point; downside protection can keep them from it

Protecting the underside of portfolios, and even thriving through moments of market distress, can keep more fretful clients out of the danger zone. A new...

‘Don’t leave gaps in the defence’ amidst simmering market uncertainty: Panel

There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff. Their advice: stay...

DNR Capital continues stellar run with third consecutive domestic equities win

Despite a proliferation of providers entering what is an already crowded market, DNR Capital has managed to pull of an impressive run in the Australian...

'Shiny new things' not in our wheelhouse, says high-conviction investment team

The prospect of riding the giddying, volatile rocket ship of tech stocks like Nvidia holds little interest for high conviction teams who back their proven...