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Brilliant Investment Thinking by Advisers for Advisers.
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Clean power drops in price, value seen in stocks

Wind and solar are gauged as the cheapest sources of electricity generation and storage in Australia, with technology costs trending in the right direction for...

Senior secured loans offer investors an opportunity to capitalise on rising rates

Debt assets may be de jour, but the income they produce is fraught with peril if it doesn't include the kind of diversity senior secured loans provide.

Market neutral strategies swerve volatility, diffuse market risk

Recent market turbulence has brought market neutral long short strategies into primacy, with funds able to look at companies with a clear lens and avoid taking...

Infrastructure assets gaining popularity as investors look to hedge inflation

Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.

Higher costs and rising rates trigger a strategy shift in private debt

Alceon is mindful of challenging conditions and rising costs for purveyors of private debt, but has a confident outlook with positive signs starting to show.

The ongoing resilience of Australian private debt

Pete Robinson presents the case for Australian private debt using a supermarket chain case study.

If you can't beat 'em - the secret of late-stage private equity

The quantum of US companies has halved since 1996, which plays into the hands of late stage venture gurus.

Pounding the Table for Small-Caps

We think small-cap investors are well-advised to follow the investment maxim, "Look to be fearful when others are greedy and greedy when others are fearful."

Fixed income bond indices prove problematic when assessing performance

Atchison Consultants' Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.

Private equity and the liquidity boon for advisers

The four pillars of private equity investment all bring unique characteristics to the table.

'Whole portfolio liquidity' takes on the alternatives challenge

Alternatives don't have to be African coal mines; in many cases they're just normal assets like equity or business loans wrapped up in a private market...

Senior secured credit stands out as yields surge

As inflation rises, senior secured loans offer a relatively undiscovered respite.

A great way to play the booming natural gas market

Longreach taps into the LNG market supported by projects in Texas & Oklahoma.

The changing face of fixed income

Bill Prendergast discusses the role of fixed income and its role in portfolios today.