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Brilliant Investment Thinking by Advisers for Advisers.
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The edge in private markets: how lower mid-market PE creates idiosyncratic alpha

For many advisers the challenge with private equity is sourcing deals that lie away from the busiest parts of the market. Perhaps the answer may lie in the...

From product-picking to portfolio construction: building managed accounts for private markets

Private markets may be moving mainstream, but for advisers the real opportunity lies in building the portfolio infrastructure, governance and liquidity...

The $327,800 gap: how Australia's super industry learned to lie with data

Australia’s super lobby groups are adopting methodology to fit the message, leaving advisers, policymakers and consumers to sort truth from advocacy.

Discipline in lending: why non-bank property finance is gaining ground

As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.

Powering the digital economy: why core infrastructure is gaining renewed attention

'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...

One door to private credit: how multi-manager strategies simplify a complex asset class

Private credit promises yield and diversification, but it also brings complexity, illiquidity and a growing manager universe. For KeyInvest and Atchison, the...

Structure, scale, usability: Inside a property fund built for advisers

Commercial property’s real advantage is often overlooked: income secured by lease agreements that rise steadily over time. Chris Davitt explains how the...

Conflict worsens the picture for levered credit

Leveraging an investment-grade credit portfolio was already a dubious strategy before the Middle East war broke out. It's now an even worse idea, says Yarra...

Alternatives demand patience, discipline and perspective

Alternatives can offer diversification benefits, but advisers need to understand client liquidity constraints and longer investment horizons. Their role in...

Back to the future of income: Why property belongs in client portfolios again

The search for income has taken advisers into new territory in recent years, from private credit to complex alternatives. According to Dexus’ John Taylor, it...

Partnerships at the centre of asset allocation in 2026

When it comes to asset allocation, LGT Wealth Management Australia's Matthew Tan believes disciplined manager selection and enduring partnerships matter more...

Why liquid alternatives are becoming a core portfolio building block

Liquid alternatives can diversify portfolios while preserving liquidity. Mishan Dahia of Atchison says advisers must focus on the role each strategy plays in...

Client first, complexity second: Graeme Bibby on making alternatives work

In a market where private markets are proliferating, Bibby argues that the ability to make complexity relatable will define the next phase of advice.

Fixed income in 2026: deficits, AI and the case for global diversification

Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh...