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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.
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.