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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 Alternatives

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.