In the vast world of investment insights, finding the right information can be overwhelming. That's why we've curated a podcast playlist featuring insights from experts across various asset classes. Simply sit back and tune in to Fidante.
Podcasts
Fidante & Morningstar
Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinéad Rafferty from Fidante and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property.
Fidante & Nomura Asset Management
Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024. After attracting attention and flows from foreign investors in recent years, Japan is back on investors’ radar. Yuichi Murao, CIO of Nomura Asset Management shares his views on the Japanese equity market.
Challenger Investment Management & Morningstar
Host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and outs of private credit.
Fidante & Liberum
Charlotte O'Meara welcomes Joachim Klement, investment strategist and ESG specialist from Liberum, to delve into the critical impact of geopolitical risks on investment strategies. While recent conflicts in Ukraine and the Middle East have brought these risks to the forefront, their influence on global investment landscapes has been longstanding.
Fidante & Alphinity
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations. However, that doesn’t mean that it wasn’t full of surprises. Outlook statements were worse; leading to earnings downgrades and a continuation of low earnings growth in Australia.
Ox Capital & Morningstar
Host James Whelan is joined by Joseph Lai, CIO at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples.