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The ‘Higher For Longer’ Club welcomes the RBA (and why this is good for fixed income)
15 May 24 Insight Fixed Income

The ‘Higher For Longer’ Club welcomes the RBA (and why this is good for fixed income)

Kapstream discusses the uncertain economic outlook and the likelihood of Australian rates remaining high until 2025, benefiting fixed income investors with high yields and low volatility
ESG in 10 -Episode 17: Navigating Responsible AI: A Framework for Investors, with Alphinity
13 May 24 Insight Australian Equities Global Equities

ESG in 10 -Episode 17: Navigating Responsible AI: A Framework for Investors, with Alphinity

In this episode of ESG in 10, we delve into the crucial intersection of AI and responsible investing. Explore key insights from Alphinity and CSIRO’s Data61 Responsible Investment Framework.
Targeting double digit returns by backing just 6 companies a year. Here’s how he does it?
10 May 24 Insight Alternatives

Targeting double digit returns by backing just 6 companies a year. Here’s how he does it?

We get a closer look at why investors should be considering agriculture investment - and specifically Agri-Food Tech - right now.
2 tech businesses helping Australian farmers stay best in class
10 May 24 Insight Alternatives

2 tech businesses helping Australian farmers stay best in class

In the world of agriculture, innovation goes hand in hand with the need to secure a nourishing future.
The green arc of steel’s transition
10 May 24 Insight Global Equities

The green arc of steel’s transition

Impax discuss how emerging technologies are poised to reduce the steel industry’s environmental impact, creating compelling investment opportunities in the sector.
The Great Reversals
24 Apr 24 Insight Australian Equities

The Great Reversals

Ben Goodwin explores the three key economic shifts of our era: decarbonisation, deglobalisation, and inflation. These trends disrupt established global economic patterns and have important implications for future investment strategies.
Western Inflation: How Sticky is it…. Really?
24 Apr 24 Insight

Western Inflation: How Sticky is it…. Really?

After peaking at double digit growth rates, Western inflation has fallen significantly in the past 12 months. On the surface, that’s encouraging and sets the stage for rate cutting cycles amongst major central banks.
Troubled Times Ahead?
19 Apr 24 Insight Fixed Income

Troubled Times Ahead?

The saying that all good things must come to an end is a bittersweet reflection of reality. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong. Perhaps this is understandable given the potential for higher interest rates to stifle economic growth and an increasingly complex geopolitical environment.
Apollo Academy
17 Apr 24 Insight Alternatives

Apollo Academy

Apollo Global Management believes that alternatives will play a key role in helping investors tackle current portfolio challenges. That is why they have created the Apollo Academy.
7 commodities to watch in this complex market
17 Apr 24 Insight Australian Equities

7 commodities to watch in this complex market

Ben Goodwin, Portfolio Manager at Merlon Capital Partners joined Livewire Markets Signal or Noise commodities special to discuss the intersection of commodities and the global economy.
Office, will the brave be rewarded?
17 Apr 24 Insight Alternatives

Office, will the brave be rewarded?

The commercial office sector has certainly been a topical theme of late. Do recent trends represent long term structural changes or a short-term cyclical challenge that we’ve seen before? Commercial property specialists, Elanor Investors Group, looked to answer this question for investors in its inaugural quarterly real estate thematic update last week.
Finding Alpha Podcast | Amplifying the diversification benefits of Fixed Income
15 Apr 24 Insight Fixed Income

Finding Alpha Podcast | Amplifying the diversification benefits of Fixed Income

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed. In this episode, Gopi Karunakaran shares how a pure relative value investing approach can play a defensive role in portfolios without relying on duration and credit.
Increased Market Volatility – Continuous Disclosure or Liquidity?
11 Apr 24 Insight Australian Equities

Increased Market Volatility – Continuous Disclosure or Liquidity?

During the recent reporting season, we witnessed what appeared to be significant volatility around company result announcements.
Greencape Capital Wins Morningstar Award for Fund Manager of the Year in Large Cap Equities
05 Apr 24 Insight Australian Equities

Greencape Capital Wins Morningstar Award for Fund Manager of the Year in Large Cap Equities

Greencape Capital has won Fund Manager of the Year – Domestic Equities – Large Cap award at the Morningstar Australia Awards 2024.
Reflections Collection
05 Apr 24 Insight

Reflections Collection

As we wrap up the first quarter of 2024, we present a collection of invaluable perspectives from our Fidante Affiliates, as they share their insights on the February Reporting season, opportunities for the year ahead, and reflections on past learnings which may shape the future investment landscape. Dive into this curated collection of insights from our experts.
Kapstream: Ausbiz TV Interviews
04 Apr 24 Insight Fixed Income

Kapstream: Ausbiz TV Interviews

Daniel Siluk and Mark Bayley share their market insights in these short video interviews with Ausbiz.
ESG in 10 -Episode 16: Asia and the sustainable future of food with Proterra Asia
03 Apr 24 Insight Alternatives

ESG in 10 -Episode 16: Asia and the sustainable future of food with Proterra Asia

By 2030, more than 60% of the world’s population will live and eat in Asia. In this episode we dissect the complexities of this evolving landscape, exploring the shifting demographics and evolving dietary habits driving the surge in food demand across Asia.
Beyond Beta: How to Use Alternatives to Replace Public Equity
03 Apr 24 Insight Alternatives

Beyond Beta: How to Use Alternatives to Replace Public Equity

​​​​​​​Secular changes affecting public equity markets and a surge in inflation have accentuated some of the vulnerabilities of public equities as an asset class. Public equity markets are becoming more concentrated, reducing both the opportunity set for investors and diversification levels within investment portfolios.
Benefits of Semi-Liquidity
02 Apr 24 Insight Alternatives

Benefits of Semi-Liquidity

Eric Hanno, Co-Head of Apollo Aligned Alternatives, reviews the benefits of investing in private markets through semi-liquid strategies rather than traditional evergreen vehicles.
Livewire ‘The Pitch’ with Gopi Karunakaran
27 Mar 24 Insight Fixed Income

Livewire ‘The Pitch’ with Gopi Karunakaran

This month Gopi Karunakaran caught up with Hans Lee from Livewire Markets for a deep dive into the world of Relative Value investing.
Embracing private credit: What investors need to know
27 Mar 24 Insight

Embracing private credit: What investors need to know

As the Australian private credit market continues to develop, it presents a compelling opportunity for a broad variety of investors to consider this asset class.
How credit investors are navigating rate cuts and geopolitical volatility
26 Mar 24 Insight Alternatives

How credit investors are navigating rate cuts and geopolitical volatility

Confidence is back - but volatility isn't going anyway for investors. Ares' Samantha Milner shares her views on how Ares is investing.
Silent enablers of the global tech boom in Asia
26 Mar 24 Insight Global Equities

Silent enablers of the global tech boom in Asia

In this article Impax explain how these structural trends are combining with consumer technology product lifecycles to create selective opportunities for long-term investors focused on the Asian technology sector.
Striking the right note: The Fed opts for policy continuity
22 Mar 24 Insight Fixed Income

Striking the right note: The Fed opts for policy continuity

Portfolio Manager Daniel Siluk believes that effective monetary policy has created conditions in which cautious investors can judiciously add risk by seeking high-quality and attractively yielding assets.
Beyond Uncertainty: Building resilient portfolios at the Defensive Markets Forum
13 Mar 24 Insight

Beyond Uncertainty: Building resilient portfolios at the Defensive Markets Forum

Challenger and Fidante welcomed 228 advisers and investors nationwide to our Defensive Markets Forum.
Don’t Let Biases Towards Global Credit Overshadow the Opportunity
12 Mar 24 Insight Alternatives

Don’t Let Biases Towards Global Credit Overshadow the Opportunity

Credit spreads and defaults rates are important metrics to consider when evaluating credit markets; however, taking a single number into account to qualify such a diverse market is likely to lead to missed opportunities.
ESG in 10 -Episode 15: The disproportionate impact of modern slavery on women and girls
07 Mar 24 Insight Australian Equities Global Equities

ESG in 10 -Episode 15: The disproportionate impact of modern slavery on women and girls

In this episode we explore the disproportionate impact of modern slavery on women and girls and what investors can do about the issue.
Finding Alpha Podcast | Reporting season, what you need to know
06 Mar 24 Insight Australian Equities

Finding Alpha Podcast | Reporting season, what you need to know

Catherine Allfrey from WaveStone Capital takes a look at the recent reporting season, sharing her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.
Finding Alpha Podcast | Avoiding pitfalls in the small cap market
13 Feb 24 Insight Australian Equities

Finding Alpha Podcast | Avoiding pitfalls in the small cap market

Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.
Evolution of bond markets and where to next?
13 Feb 24 Insight Fixed Income

Evolution of bond markets and where to next?

Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important.
Small is beautiful
08 Feb 24 Insight Australian Equities

Small is beautiful

As the world grapples with the complexities of the energy transition, this article, by Eiger Capital, explores the resurgence of nuclear energy, emphasizing its efficiency and smaller land footprint compared to other renewables.
Take good care: investing in enhanced wellbeing
08 Feb 24 Insight Global Equities

Take good care: investing in enhanced wellbeing

From hearing aids to vitamins, solutions that boost wellness can tap into growing demand. In this article, Impax Asset Management describe how solutions that boost quality of life can tap into growing demand.
Not so fast: The Fed exercises a circumspect approach
01 Feb 24 Insight Fixed Income

Not so fast: The Fed exercises a circumspect approach

Kapstream argue that a resilient U.S. economy and decelerating inflation allow the Federal Reserve (Fed) to return the policy rate to a neutral stance without placing either component of its dual mandate at risk.
Key Themes for 2024
31 Jan 24 Insight Fixed Income

Key Themes for 2024

Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead. In fixed income, these notes are usually heavily focused on macro forecasts around the level and direction of interest rates.
How alternatives can address your 60/40 portfolio blues
25 Jan 24 Insight Alternatives

How alternatives can address your 60/40 portfolio blues

Individual investors have long been told that a diversified portfolio of public equities and bonds is the key to a successful retirement plan. While that held true for a long time—especially in the past 14 years when expansionary monetary policy compressed the cost of capital and bolstered publicly traded risky assets...
The Three Levers in Fixed Income
25 Jan 24 Insight Fixed Income

The Three Levers in Fixed Income

Within Fixed income, there are two well-known levers, duration and credit. In addition, there is also a lesser known third lever, Pure Relative Value investing. This third lever provides compelling diversification benefits when blended with duration and credit.
Apollo Market Insights 2024
11 Jan 24 Insight Alternatives

Apollo Market Insights 2024

Eric Hanno, Co-Head of Apollo Aligned Alternatives, shares Apollo's macro perspectives.
Outlook 2024 | Why prospects for a more sustainable economy remain undimmed
03 Jan 24 Insight Global Equities

Outlook 2024 | Why prospects for a more sustainable economy remain undimmed

Impax share their perspectives on key themes that they believe will shape opportunities in global markets in 2024 and beyond.
ESG in 10 -Episode 14: Why Europe is the region leading Sovereign Green Bond issuance, with Ardea
12 Dec 23 Insight Fixed Income

ESG in 10 -Episode 14: Why Europe is the region leading Sovereign Green Bond issuance, with Ardea

Charlotte O'Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown.
Bloomberg TV | Potential benefits of alternatives in an individual's portfolio
12 Dec 23 Insight Alternatives

Bloomberg TV | Potential benefits of alternatives in an individual's portfolio

Stephanie Drescher, Apollo Global Management Chief Client and Product Development Officer, on the potential benefits of alternatives in an individual's portfolio with Bloomberg TV.
COP28: Where progress is really needed
11 Dec 23 Insight Global Equities

COP28: Where progress is really needed

Five important outcomes that we believe must emerge from this UN climate summit.
Offshore wind can soar once choppy waters calm
11 Dec 23 Insight Global Equities

Offshore wind can soar once choppy waters calm

Impax Asset Management discusses the offshore wind industry, which has weathered a challenging couple of years, buffeted by higher interest rates, material costs, and supply chain issues.
Is the 'rooftop revolution' in solar energy over?
11 Dec 23 Insight Global Equities

Is the 'rooftop revolution' in solar energy over?

Higher interest rates, regulatory changes and a steep drop in natural gas prices have combined to heap pressure on the solar industry in 2023.
What this bond investor is watching most closely into 2024
11 Dec 23 Insight Fixed Income

What this bond investor is watching most closely into 2024

Ardea Investment Management's Gopi Karunakaran explains how he spots opportunity and discusses the big conflict in central bank policy now.
Finding Alpha Podcast | The Future of Sustainable Investing
07 Dec 23 Insight Global Equities

Finding Alpha Podcast | The Future of Sustainable Investing

In our latest episode, Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by technological innovation and the transition to Net Zero.
Impax Impact Report 2023
03 Dec 23 Insight Global Equities

Impax Impact Report 2023

Measuring contributions to the transition to a more sustainable economy.
Why are interest rates still rising in Australia?
01 Dec 23 Insight

Why are interest rates still rising in Australia?

The key topic for 2023 was the outlook for inflation. Sinead Rafferty, Senior Investment Specialist at Fidante, reflects on why the RBA is on a different interest rate path to other central banks
ESG in 10 -Episode 13: Navigating the Landscape of ESG in Asset Backed Securities, with Challenger Investment Management (CIM)
28 Nov 23 Insight Fixed Income

ESG in 10 -Episode 13: Navigating the Landscape of ESG in Asset Backed Securities, with Challenger Investment Management (CIM)

Delve into the challenges and advancements of integrating ESG considerations in Asset Backed Securities (ABS).
Why Europe is the region leading sovereign green bond issuance and what we expect for the last three months of the year
21 Nov 23 Insight Fixed Income

Why Europe is the region leading sovereign green bond issuance and what we expect for the last three months of the year

Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR. Following Poland as the first sovereign to issue a green bond in 2016, supply and demand for Supranational, Sub-Sovereign and Agency (SSA) green bonds in Europe has continued to grow.
Finding Alpha Podcast | Expanding the investable Universe with Alternatives
15 Nov 23 Insight Alternatives

Finding Alpha Podcast | Expanding the investable Universe with Alternatives

In our first episode, Sinéad Rafferty CFA, Senior Investment Specialist at Fidante, speaks to Matt O’Mara, a Partner at Apollo on the role that alternatives can play in portfolios, particularly in world of higher rates and higher correlation between publicly traded stocks and bonds.
Everybody Must Eat
14 Nov 23 Insight Alternatives

Everybody Must Eat

In an era defined by escalating global demand and pressing environmental concerns, the agriculture industry finds itself facing a dilemma. The imperative to produce more with less.
Livewire | The topic getting insiders at Apollo excited right now
14 Nov 23 Insight Alternatives

Livewire | The topic getting insiders at Apollo excited right now

A rebalancing is taking place in markets that is creating a lot of excitement for the team at Apollo. One topic dominates conversations within the walls of leading alternative asset manager Apollo, according to Matt O'Mara, a Partner at Apollo Global Management.
ESG in 10: Episode 12- Antimicrobial Resistance (AMR), What is it, and Why is it important for Investors? With Alphinity
13 Nov 23 Insight Australian Equities Global Equities

ESG in 10: Episode 12- Antimicrobial Resistance (AMR), What is it, and Why is it important for Investors? With Alphinity

In this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.  
Financial Standard | Australia a central focus for alternatives: Apollo
13 Nov 23 Insight

Financial Standard | Australia a central focus for alternatives: Apollo

Australia is ahead of the curve when it comes to alternative investing and Apollo Global Management will remain focused on the region as demand amongst local investors grows.
Kapstream provides a brief comment on the overnight FED statement
02 Nov 23 Insight Fixed Income

Kapstream provides a brief comment on the overnight FED statement

Kris Bernie, Portfolio Manager at Kapstream provides a brief comment on the FED statement which saw interest rates held, inflation control prioritised, and no discussion of rate cuts until later in 2024, suggesting the importance of patience in portfolio duration exposure.
Flows vs. Fundamentals: What’s up with yields?
30 Oct 23 Insight

Flows vs. Fundamentals: What’s up with yields?

The US 10-year bond yield drives global markets as shown in recent weeks, as Treasuries sold off and many assets repriced. A key question in markets is: How much higher will yields go? Are they about to top? Or is there significantly more upside to come?
ESG in 10: Episode 11- PRI in Person, 2023 with Alphinity and Impax
26 Oct 23 Insight

ESG in 10: Episode 11- PRI in Person, 2023 with Alphinity and Impax

PRI in Person, 2023- What global investors think about responsible investment with Alphinity and Impax
Zenith Distributor of the Year - 2023
19 Oct 23 Insight

Zenith Distributor of the Year - 2023

Fidante has won the Distributor of the Year award for the 4th consecutive year at the Zenith Fund Awards.
The Fall and Rise of Uranium
16 Oct 23 Insight Australian Equities

The Fall and Rise of Uranium

David Haddad discusses the recent revival of the uranium industry, attributing it to factors like rising spot prices and increased interest in nuclear energy as a low-carbon alternative.
Unpacking the ‘how to’ conversation at Climate Week NYC
11 Oct 23 Insight Global Equities

Unpacking the ‘how to’ conversation at Climate Week NYC

While some climate-related challenges have known solutions, like the transition to clean energy, others – like biodiversity loss – are barely even understood
Climate change: the impact for investors
04 Oct 23 Insight Global Equities

Climate change: the impact for investors

Reviewing the research that demonstrates the financial materiality of physical, transition and adaptation risks to companies, issuers and their investors.
Engagement Vs Divestment
25 Sep 23 Insight

Engagement Vs Divestment

Charlotte O'Meara, Senior ESG specialist, explains Engagement versus Divestment and whether it's better to divest an asset that doesn't align with an investment manager's ESG goals, or engage with management to influence change.
ESG in 10: Episode 10- Inflation and how it impacts the transition to a sustainable economy, with Impax
11 Sep 23 Insight Global Equities

ESG in 10: Episode 10- Inflation and how it impacts the transition to a sustainable economy, with Impax

The world is experiencing an acute inflation shock, but one key question we must ask, is how this impacts the transition to a sustainable economy?  If we don’t get the transition right, could it worsen future inflation hurdles?
The financial impact of diversity and culture
24 Aug 23 Insight Global Equities

The financial impact of diversity and culture

Piecing together the research connecting people, policies and company performance.
 Sovereign debt market demands clear transition to renewables
09 Aug 23 Insight Fixed Income

Sovereign debt market demands clear transition to renewables

Governments that perform poorly in managing climate change transition may encounter difficulty finding investors to buy their sovereign debt, that is the finding of a research paper led by Dr Laura Ryan.
New study indicates gender identity an important factor in likelihood of promotion
25 Jul 23 Insight Fixed Income

New study indicates gender identity an important factor in likelihood of promotion

Those identifying as female employed in financial services are substantially less likely to be offered an unsolicited promotion than those identifying as male. However, those identifying as female are more successful at receiving a promotion when they request it.
Digital transformation, circular economy, and other places this fundie finds global leaders
25 Jul 23 Insight Global Equities

Digital transformation, circular economy, and other places this fundie finds global leaders

Impax is launching its Global Opportunities Fund in Australia. Find out what it is all about.
Agri-Food Tech Investments: Unlocking the Potential Beyond Profits
25 Jul 23 Insight Alternatives

Agri-Food Tech Investments: Unlocking the Potential Beyond Profits

While Australia’s Agri-Food Tech market is still in its early stages, it is experiencing remarkable growth, with over 2500 Agri-Food Tech enterprises across the country.
ESG in 10: Episode 9- The Australian Green Bond Program, with Ardea
24 Jul 23 Insight Fixed Income

ESG in 10: Episode 9- The Australian Green Bond Program, with Ardea

Tamar Hamlyn, portfolio manager at Ardea Investment Management, takes us through the developments in the green bond space in Australia and what this means for sovereign bond investors.
US Recession: Cancelled, or just Delayed?
21 Jul 23 Insight

US Recession: Cancelled, or just Delayed?

Assessing recession risk has been harder than normal in recent quarters, with the pandemic clearly creating unusual behaviour in various parts of the economy. With the US stock market sharply higher than its March trough, led by AI/long duration growth stocks, the recession argument is being challenged.
Don’t wait to overweight fixed income…
19 Jul 23 Insight Fixed Income

Don’t wait to overweight fixed income…

Kapstream discuss the current fixed income landscape and share their insights on current risks and opportunities for investors.
Bonds don’t need to be negatively correlated with equities
06 Jul 23 Insight Fixed Income

Bonds don’t need to be negatively correlated with equities

Fidante sat down with Head of Research at Ardea Investment Management, Dr Laura Ryan and Portfolio Manager, Tamar Hamlyn to discuss the role of government bonds in an equity heavy portfolio.
Fidante enters strategic partnership with Proterra Asia
26 Jun 23 Insight Alternatives

Fidante enters strategic partnership with Proterra Asia

Fidante is pleased to announce that it has entered into a strategic partnership with Proterra Investment Partners Asia, a leading private equity investor focused on the Asian food and agribusiness sectors.
It’s been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s next
26 Jun 23 Insight Australian Equities

It’s been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s next

Back in July last year, Eiger Capital’s Stephen Wood likened the upswing in lithium and rare earth prices to the market for iron ore back in the early 2000s, as China embarked on its infrastructure spending journey.
Fidante enters strategic partnership with Proterra Asia
23 Jun 23 Insight Alternatives

Fidante enters strategic partnership with Proterra Asia

Fidante is pleased to announce that it has entered into a strategic partnership with Proterra Investment Partners Asia, a leading private equity investor focused on the Asian food and agribusiness sectors.
The key criteria for sustainable equity income (and Merlon’s top 3 picks)
22 Jun 23 Insight Australian Equities

The key criteria for sustainable equity income (and Merlon’s top 3 picks)

Merlon's Andrew Fraser shares his expectations for equity markets (and dividend payouts) going forward, how to identify sustainable, long-term income, and his top conviction picks for defensive equity income in this environment.
ESG in 10 - Episode 8: Tackling ESG Challenges on the ground, with Cultiv8 and Zetifi
14 Jun 23 Insight Alternatives

ESG in 10 - Episode 8: Tackling ESG Challenges on the ground, with Cultiv8 and Zetifi

Tiffany Holland, Head of Partnerships at Cultiv8, sits down with Dan Winson founder at Zetifi, and James Niemeyer, a precision Ag. specialist who has adopted Zetifi's Technology, to discuss ESG considerations necessary for responsible and sustainable expansion.
Understanding the Responsible Investing Curve
07 Jun 23 Insight

Understanding the Responsible Investing Curve

Charlotte O'Meara Senior ESG specialist, explains the Responsible Investing Curve and the diverse approaches to sustainable Investing.
Could ESG investment fall to the wayside when cost-of-living bites?
31 May 23 Insight Fixed Income

Could ESG investment fall to the wayside when cost-of-living bites?

With individuals tightening their belts across the board, could responsible and ESG investment fall down the list of priorities? Pete Robinson flagged that cost-of-living and ESG investments did not need to fundamentally be at odds.
ESG in 10 - Episode 7, Part 2: Takeouts from RI Australia 2023
29 May 23 Insight

ESG in 10 - Episode 7, Part 2: Takeouts from RI Australia 2023

Key Takeaways from RI Australia 2023, the Largest Sustainable Business and Responsible Investment Event in the Southern Hemisphere.
Ox Capital: Ausbiz TV Interviews
29 May 23 Insight Global Equities

Ox Capital: Ausbiz TV Interviews

Dr Joseph Lai shares his market insights in these short video interviews with Ausbiz.
ESG in 10 - Episode 7, Part 1: Takeouts from RI Australia 2023
28 May 23 Insight

ESG in 10 - Episode 7, Part 1: Takeouts from RI Australia 2023

Key Takeaways from RI Australia 2023, the Largest Sustainable Business and Responsible Investment Event in the Southern Hemisphere.
To eat well and feel good, we need better food systems
21 May 23 Insight Alternatives

To eat well and feel good, we need better food systems

The team members of Proterra Asia first started investing in the Asian food and agriculture space more than 15 years ago. We have seen the industry mature from focussing on food safety to food sustainability. Given how important food is to us as individuals and to society, we believe that our food systems should reflect our most noble human virtues.
Proterra Asia Insights: To eat well and feel good, we need better food systems
12 May 23 Insight Alternatives

Proterra Asia Insights: To eat well and feel good, we need better food systems

The team members of Proterra Asia first started investing in the Asian food and agriculture space more than 15 years ago. We have seen the industry mature from focussing on food safety to food sustainability. Given how important food is to us as individuals and to society, we believe that our food systems should reflect our most noble human virtues.
ESG in 10 Episode 6: A belief in active ownership, with Merlon
10 May 23 Insight Australian Equities

ESG in 10 Episode 6: A belief in active ownership, with Merlon

Rebecca El-Khoury, ESG and Sustainability Manager at Merlon discusses their unique approach to corporate engagement and shares an engagement case study based on their recent research on problem gambling.
Proterra Asia invests in ecoSPIRITS Series A
10 May 23 Insight Alternatives

Proterra Asia invests in ecoSPIRITS Series A

Proterra Asia, the private equity fund manager focused on investing in the Asian food sector, is pleased to announce its investment in ecoSPIRITS, a circular economy technology company, which has raised USD 10 million in an oversubscribed Series A funding round.
Policy – Friend or Foe?
08 May 23 Insight Alternatives

Policy – Friend or Foe?

As the discussion on climate and emissions policy intensifies within Australia, Cultiv8 Managements, Jonathon Quigley is reminded of a research trip to Europe he took last year with 45 Australian agricultural executives.
What to do about Stock Based Compensation?
08 May 23 Insight Australian Equities

What to do about Stock Based Compensation?

Eiger Capital's, Victor Gomes explains the potential return of Stock Based Compensation (SBC) to its origin of tech start-up land in the not-too-distant future.
Perspectives on Zero: Unpacking the Inflation Reduction Act
05 May 23 Insight Global Equities

Perspectives on Zero: Unpacking the Inflation Reduction Act

Hubert Aarts and Shahbano Soomro of Impax Asset Management recently joined Escala Partners podcast 'Perspectives' to talk about the US Inflation Reduction Act.
Dividends are not the most important metric this bank earnings season. This is.
04 May 23 Insight Fixed Income

Dividends are not the most important metric this bank earnings season. This is.

Global banking was rocked to its core in March. But it's still not 2008 Mark II, argues Pete Robinson of Challenger Investment Management.
The Fed reaches its predicted terminal rate – now what?
04 May 23 Insight Fixed Income

The Fed reaches its predicted terminal rate – now what?

Kapstream's Daniel Siluk discusses why they're keeping an eye on persistent inflation, the Fed reaches its expected terminal rate and plans to stay there for a while.
The Global Banking Crisis: Is Another Domino Set To Fall?
03 May 23 Insight

The Global Banking Crisis: Is Another Domino Set To Fall?

With the failure of both Silicon Valley Bank (SBV) and Signature Bank in March, the US increasingly appears to be at the early stages of a banking crisis.
Market Musings: The Tipping Point?
01 May 23 Insight Fixed Income

Market Musings: The Tipping Point?

March was eventful in markets. The collapse of SVB, forced merger between Credit Suisse and UBS and pressure on other banks was a major shock for investors.
Investing in China
30 Apr 23 Insight Global Equities

Investing in China

As the Chinese economy advances, quality growth is becoming the new standard for success. We see potential in the Chinese market due to its emphasis on domestic consumption and future technological giants.
ESG in 10 - Episode 5: ESG linked remuneration, With WaveStone Capital
26 Apr 23 Insight

ESG in 10 - Episode 5: ESG linked remuneration, With WaveStone Capital

Kirsty Mackay- Fisher, Senior Analyst at WaveStone Capital joins the podcast to discuss her latest ESG research investigating remuneration structures for company executives.
ESG in 10: Episode 4 - Artificial Intelligence and Big Tech, With Alphinity
19 Apr 23 Insight

ESG in 10: Episode 4 - Artificial Intelligence and Big Tech, With Alphinity

An overview of AI and how considerations of AI can be factored into the ESG integration process.
Meet the fund searching for the next Google and Amazon
16 Apr 23 Insight Global Equities

Meet the fund searching for the next Google and Amazon

Dr Joseph Lai shares how the Ox Capital process enables the fund to outperform the benchmark and provides his insights into the regions and themes currently drawing his attention.
Ox Capital's secret to beating the market over the past 12 months: Never pay up
05 Apr 23 Insight Global Equities

Ox Capital's secret to beating the market over the past 12 months: Never pay up

Joseph Lai share insights on how Ox Capital Management has achieved success in beating the market over the past 12 months.
Water quality: a critical pillar of biodiversity
28 Mar 23 Insight

Water quality: a critical pillar of biodiversity

Impax Asset Management on Solutions to the interrelated challenges of water quality and biodiversity loss.
How Fixed Income Investment Managers Generate Returns
24 Mar 23 Insight

How Fixed Income Investment Managers Generate Returns

Kapstream outline the various tools that fixed income investment managers use to generate returns and share how their approach aims to provide a low-risk "sleep at night" solution for investors.
The FED doesn't blink
23 Mar 23 Insight Fixed Income

The FED doesn't blink

Kapstream's Portfolio Manager, Dan Siluk, explains why the Federal Reserve (Fed) opted to raise rates and highlights the threat posed by persistently high inflation despite recent upheaval in the banking sector.
ESG in 10: Episode 3 - Agri-food tech and emerging technologies, With Cultiv8
17 Mar 23 Insight Alternatives

ESG in 10: Episode 3 - Agri-food tech and emerging technologies, With Cultiv8

In this episode Charlotte O'Meara is joined by Jonathon Quigley, Partner of Cultiv8 Funds Management, discussing the agri-food tech sector and how emerging technologies will reimagine the food and farming system.
ESG in 10: Episode 2 - Gender promotion rates and the gender pay gap - With Ardea
15 Mar 23 Insight

ESG in 10: Episode 2 - Gender promotion rates and the gender pay gap - With Ardea

A special episode celebrating International Women’s Day.
ESG in 10: Episode 1 - Biodiversity loss, deforestation & the natural world, With Impax
08 Mar 23 Insight Global Equities

ESG in 10: Episode 1 - Biodiversity loss, deforestation & the natural world, With Impax

Fidante are excited to bring you a brand new podcast series, ESG in 10.
ESG 101- What is ESG, and why are we hearing so much about it now?
01 Mar 23 Insight

ESG 101- What is ESG, and why are we hearing so much about it now?

In this educational video, hear from Charlotte O'Meara Senior ESG specialist, as she explains the basics of ESG, and why it is so important when it comes to your investments.
Natural selection: the investment case for addressing biodiversity loss
13 Feb 23 Insight Global Equities

Natural selection: the investment case for addressing biodiversity loss

In this Q&A, Lisa Beauvilain and Chris Dodwell explain why biodiversity loss is critically important for investors to consider, and how investment opportunities are arising from reducing pressure on the natural world.
From seed to supper: Opportunities in food waste mitigation
13 Feb 23 Insight Global Equities

From seed to supper: Opportunities in food waste mitigation

Innovative companies are making the food and agricultural sector more efficient.
China and The Re-opening Trade: How Long will it Last?
01 Feb 23 Insight

China and The Re-opening Trade: How Long will it Last?

Just three months ago, China's ‘Zero Covid policy’ led to the view in western markets that China was becoming increasingly ‘uninvestable’. Chris Watling discusses whether it will be an enduring recovery.
The Aussie investors targeting growth in the world’s oldest industry
19 Jan 23 Insight Alternatives

The Aussie investors targeting growth in the world’s oldest industry

Australia’s newest alternatives fund is focused on the intersection of agriculture and venture capital – and there’s big money to be made. In this Fund Manager Q&A, we’ll introduce portfolio manager Jonathon Quigley.
The Fed delivers hawkishness for the holidays
15 Dec 22 Insight Fixed Income

The Fed delivers hawkishness for the holidays

With its December statement, the Federal Reserve reminded markets that much work remains in returning inflation back toward its 2.0% target.
Outlook 2023: Why testing times call for sustainable solutions
12 Dec 22 Insight

Outlook 2023: Why testing times call for sustainable solutions

The macroeconomic backdrop in 2023 will be a real test for companies, with the impetus for authentic solutions to sustainability challenges being greater than ever.
On the future path of rates: Pause does not equal pivot
03 Nov 22 Insight Fixed Income

On the future path of rates: Pause does not equal pivot

Portfolio Managers Jason England and Daniel Siluk believe that markets may be underestimating the task at hand with respect to taming inflation and that a pause does not mean a policy pivot.
Zenith Distributor of the Year
31 Oct 22 Insight

Zenith Distributor of the Year

Fidante is thrilled to have won the Distributor of the Year award for the third consecutive year at the Zenith Fund Awards.
UK Bond Blow-up: Isolated Incident or Canary in the Coalmine?
31 Oct 22 Insight

UK Bond Blow-up: Isolated Incident or Canary in the Coalmine?

Chris Watling from Longview Economic discusses UK’s government debt and the impact upon the global economy.
Cultiv8 and Fidante launch Agri-Food Tech Fund
12 Oct 22 Insight Alternatives

Cultiv8 and Fidante launch Agri-Food Tech Fund

Cultiv8 Funds Management (Cultiv8) has joined forces with global investment management business Fidante to launch a fund that identifies and invests in early stage agricultural and food technology companies.
What can we expect at the Fed's next meeting on interest rates?
05 Sep 22 Insight Fixed Income

What can we expect at the Fed's next meeting on interest rates?

Kapstream Capital discuss the impact of inflation on the labour market and the role of monetary policy in the economy.
What the Inflation Reduction Act means for climate-focused investors
31 Aug 22 Insight Global Equities

What the Inflation Reduction Act means for climate-focused investors

Impax Asset Management discuss their initial reflections on a package of real economy policies that should help unlock private investment in the sustainable transition.
An easy decision, but Fed watches for gathering clouds
28 Jul 22 Insight Fixed Income

An easy decision, but Fed watches for gathering clouds

Kapstream Capital explain why persistently high core inflation likely means monetary policy has yet to reach peak hawkishness, despite initial signs of a cooling economy.
Investing in a world with less money
07 Jun 22 Insight

Investing in a world with less money

As we move into times of inflation, what do investors need to know to direct their portfolios for the future?
When the rising tide that lifts all boats subsides
02 Jun 22 Insight Fixed Income

When the rising tide that lifts all boats subsides

This year has been a sea of red for many traditional asset classes. Kapstream Capital discuss what's caused the ‘tide that lifts all boats’ to so suddenly subside.
Defensive fixed income checklist
13 May 22 Insight

Defensive fixed income checklist

What should you look for in a defensive fixed income manager? We’ve put together a checklist to aid in your decision.
In accelerating policy normalisation, Fed seeks to reaffirm credibility
05 May 22 Insight Fixed Income

In accelerating policy normalisation, Fed seeks to reaffirm credibility

Kapstream Capital explain why the Federal Reserve (Fed) is prioritising the need to reel in inflation that has proven to be anything but transitory.
Equipment for hire: opportunities in the sharing economy
27 Apr 22 Insight Global Equities

Equipment for hire: opportunities in the sharing economy

Impax Asset Management discuss where they perceive opportunities in the emerging sharing economy and how equipment rental can contribute to a more sustainable, circular economic model.
Another step towards policy tightening - with a caveat
18 Mar 22 Insight Fixed Income

Another step towards policy tightening - with a caveat

Kapstream Capital caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.
Foundations for global net zero: An investor’s reflections on COP26
23 Dec 21 Insight Global Equities

Foundations for global net zero: An investor’s reflections on COP26

With the UN COP26 climate summit now behind us, Impax Asset Management assess what has changed and, crucially, what should happen next.
FED up
01 Dec 21 Insight Fixed Income

FED up

Kapstream Capital discuss how they're positioned as uncertainty over global economic recovery and monetary policy entwine, creating a particularly challenging time for fixed income investors.
More money, more problems
11 Aug 21 Insight

More money, more problems

When the rapper Notorious B.I.G wrote his seminal hit, Mo Money, Mo Problems, I bet he never thought he’d be referenced in an investment article about asset allocation.
Slavery: how to combat a modern problem
21 Mar 21 Insight

Slavery: how to combat a modern problem

Charlotte O'Meara from Fidante Partners explains what constitutes modern slavery and outlines some key considerations for financial advisers when looking at their fund managers.
Lessons from 2020 for yield hungry investors
16 Feb 21 Insight

Lessons from 2020 for yield hungry investors

Investment Specialist Sinead Rafferty discusses how after a tough 2020 for income-focused investors, the outlook looks brighter as a new year dawns.
How to prepare for a longer life
13 May 20 Insight

How to prepare for a longer life

Fidante Investment specialist, Sinead Rafferty discusses the need to future-proof portfolios given today's longer retirement span.
Identifying climate change risks in investment analysis
22 Apr 20 Insight

Identifying climate change risks in investment analysis

Fidante ESG specialist, Agnieszka Cochrane explores different types of climate change risks and their possible impact on investments in the absence of market-wide disclosure.
Short-term thinking is gold
15 Jan 20 Insight

Short-term thinking is gold

Investment Specialist Sam Morris, discusses why investors should consider expanding their investment universe rather than accepting low returns from traditional cash investments.