Fidante Adviser Markets Survey
June 2025
Fidante Adviser Markets Survey
June 2025
What sectors are advisers bullish or bearish on? Where do they intend to allocate funds? What are their concerns for the next 6 months? These were some of the burning questions we posed to our adviser community.
As one of Australia’s largest active investors, Fidante has had a deep and long-standing relationship with Australia’s financial advice community. In April 2025, during heightened volatility following President Trump’s tariff announcements, we surveyed 174 financial advisers on the current opportunities and challenges for investment markets and where they were planning to allocate client funds in the coming six months.
Download the report to learn more about our findings:
What sectors are advisers bullish or bearish on? Where do they intend to allocate funds? What are their concerns for the next 6 months? These were some of the burning questions we posed to our adviser community.
As one of Australia’s largest active investors, Fidante has had a deep and long-standing relationship with Australia’s financial advice community. In April 2025, during heightened volatility following President Trump’s tariff announcements, we surveyed 174 financial advisers on the current opportunities and challenges for investment markets and where they were planning to allocate client funds in the coming six months.
Download the report to learn more about our findings:
“The markets reacted strongly to the US tariff announcements, triggering sharp swings in investor sentiment both globally and locally. This was an unexpected jolt, but advisers largely stayed the course with the majority expecting client allocations to Australian and US equities to remain steady as they assessed how volatility would play out.
Markets have since rebounded and this instinct to remain disciplined has proven correct. It reinforces the value of financial advice in helping investors navigate market uncertainty and to ensure their portfolios are protected across market cycles.”
Highlights from the Report
About Fidante
Pursuing excellence in investment management
Fidante is a global investment management business which forms long term alliances with best-in-class investment managers to provide investors access — across equity, fixed income, and alternative assets. Our investment managers are chosen for their robust investment processes, deep experience in navigating market cycles, and their commitment to achieving the best possible outcomes for investors.
Equities
Fixed Income
Alternatives
Equities
Equities
Equities
About Fidante
Pursuing excellence in investment management
Fidante is a global investment management business which forms long term alliances with best-in-class investment managers to provide investors access — across equity, fixed income, and alternative assets. Our investment managers are chosen for their robust investment processes, deep experience in navigating market cycles, and their commitment to achieving the best possible outcomes for investors.
Equities
Fixed Income
Alternatives
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info@fidante.com.au
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*As at 30 December 2024.
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Disclaimer
This material has been prepared by Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante). The results of the survey are based on responses provided by 174 financial advisers or authorised representatives of a licenced financial adviser and are views of their own. These views do not represent the views of Fidante or any company within the Challenger Group. The information in this material is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed may change as subsequent conditions vary. Neither of Fidante nor any of its respective related bodies corporate, associates and employees, shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of the material or otherwise in connection with the material. It is intended to provide general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. Past performance is not a reliable indicator of future performance. Fidante, its related bodies corporate, its directors and employees and associates of each may receive remuneration in respect of the financial services provided by Fidante.