Fidante on Apple Podcasts

Channel • 5 Shows

Investing

Investing

Updated Weekly
Business

Business

Updated Monthly
Business News

Business News

Updated 16 Oct
Business News

Business News

Updated 08/09/2023
Investing

Investing

Updated 27/02/2023

1 DAY AGO

Are Australian’s ESG expectations realistic?

Advisers have noted a shift in client priorities, with rising cost-of-living concerns and economic volatility at the forefront. According to the latest RIAA survey report, 88% of Australians simply expect their super or other investments to be invested responsibly, showing ESG is no longer viewed as an ‘added extra’ for clients. In this episode, Nathan Fradley, FChFP, Specialist Financial Adviser, joins Charlotte to explore the complexities of ESG investing from an adviser’s perspective, unpacking key client ESG drivers, conflicting priorities, and the daily challenges advisers face. Learn more about Nathan by visiting his website- Financial Advice | Aged Care | Divorce | Estates | Nathan Fradley RIAA Report: https://responsibleinvestment.org/aus-consumer-research/

1 day ago

•

9 min
28/05/2023

Takeouts from RI Australia 2023- Part 1

PART ONE Join a special 2-part interview with Simon O'Connor, CEO of Responsible Investment Association Australasia (RIAA) as we take an exclusive look at the recent RI Australia Conference, the largest in-person and online event for sustainable business and responsible investment in the Southern Hemisphere.Whilst attending the conference, Agnieszka spoke to some key industry leaders who you will hear in these episodes. We thank them for sharing their views, and their contribution to the podcast.. Episode 1: 2:27 -Lucy Cooper, ESG Director, Crescent Capital Partners Episode 1: 2:51- Pablo Berrutti, Senior Investment Specialist, Stewart Investors; Co-founder and Managing Director, Altiorem Episode 2: 00:51-Rick Alexander, CEO, The Shareholder Commons Episode 2: 4:12 -Désirée Lucchese, Head of Ethics and Impact ,U Ethical Episode 2: 9:20 -Moana Nottage, ESG and Sustainability Analyst, Alphinity Investment Management For links to articles and Toolkit's mentioned in these episodes please refer to the links below: REP 763 ASIC’s recent greenwashing interventions: Report REP 763 ASIC’s recent greenwashing interventions ASIC's Info Sheet 271: How to avoid greenwashing when offering or promoting sustainability-related products | ASIC RIAA Investor Toolkit on Human Rights and Armed Conflict:Investor-Toolkit-on-Human-Rights-and-Armed-Conflict.pdf (responsibleinvestment.org) More information on the Indigenous Voice to Parliament:What is the Indigenous voice to parliament, how would it work, and what happens next? | Indigenous voice to parliament | The GuardianVoice to Parliament - Reconciliation Australia

28/05/2023

•

8 min
7 OCT

Inflation has finally arrived in Japan, so what’s next?

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. In this episode, Yuichi Murao, CIO of Nomura Asset Management shares his views on the Japanese equity market in a year of change for the world’s fourth largest economy.

7 Oct

•

19 min
11 SEPT

Applying learnings from Australia’s Earnings Season

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. In this episode, Andrew Martin from Alphinity Investment Management unpacks reporting season and shares his insights on where he is finding stocks that have their own growth drivers and are not dependent on lower interest rates nor a resurgence of growth in China.

11 Sept

•

22 min
16 OCT

Successful active investing requires a deeper level of insight

Stock analysis involves more than just financial modelling. The insights gleaned from meeting with management teams, customers, suppliers and competitors provides context and colour into the quantitative factors that can drive share prices. A deeper understanding of a company’s strategy as well as site visits can bring unique insights into the practical realities of, for example, manufacturing and new innovations. WaveStone invest in Australian businesses with a global perspective so international travel brings a deeper level of knowledge of not only the company but the industry in which they operate. WaveStone Deputy Portfolio managers Kirsty Mackay-Fisher and Anthony Tan recently returned from research trips to the US and their learnings inform their investment decision making. In this episode, they share what they learned across sectors as diverse as healthcare, technology, logistics and gaming.

16 Oct

•

29 min
31 JULY

Beyond the Headlines: Geopolitical Risks in ESG Investing

In this episode of ESG in 10, 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. Join us as we explore how investors can address these persistent challenges and seamlessly integrate them into their ESG frameworks.*NB. This episode was recorded at the RIAA Conference Australia.

31 July

•

15 min
14 AUG

The inside scoop on Commercial Real Estate

Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years. Yet performance moves in cycles and green shoots abound. Particularly for existing stock in quality locations purchased at attractive valuations. Elanor’s Head of Investments, David Burgess, joins Finding Alpha to share the geographies, sectors and assets that are looking compelling as well as the alternative investments on their radar.

14 Aug

•

18 min
27 MAY

Beyond the Magnificent 7

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value, where the next AI winners will come from and where he is seeing opportunities in other sectors. We also discuss the other themes that investors should consider having in their portfolios and what is driving the pickup in M&A activity. As investors question whether the dominance of US equity markets can continue, this is an episode not to be missed.

27 May

•

22 min
12 MAY

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. With the exponential growth of AI-driven businesses, investors are grappling with how to gauge the responsible use of this technology. Alphinity Investment Management, in collaboration with CSIRO’s Data61 team, presents a groundbreaking framework aimed at guiding investors in assessing the ethical deployment of AI. Tune in as we explore key insights from their comprehensive research report, discuss engagement activities, and provide an overview of the investment framework, empowering investors to integrate responsible AI considerations into their investment strategies.Find out more about Alphinity's Responsible AI Framework for Investors

12 May

•

17 min
6 MAR

Reporting season, what you need to know

With February’s reporting season in the rear view mirror, Catherine Allfrey from WaveStone Capital describes it as a roller coaster. In this episode, Catherine shares her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.

6 Mar

•

14 min

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. IMPORTANT- Please remember these podcasts are informative and educational. They are not designed to provide financial advice, or as a recommendation to invest in the funds featured or discussed. Please seek independent financial advice before investing.

Website

Top Shows

Are Australian’s ESG expectations realistic?

Takeouts from RI Australia 2023- Part 1

Inflation has finally arrived in Japan, so what’s next?

Applying learnings from Australia’s Earnings Season

Successful active investing requires a deeper level of insight

Beyond the Headlines: Geopolitical Risks in ESG Investing

The inside scoop on Commercial Real Estate

Beyond the Magnificent 7

Navigating Responsible AI: A Framework for Investors, with Alphinity

Reporting season, what you need to know

About