Fidante

•

Kanal • 5 Sendungen

Geldanlage

Geldanlage

Monatlich
Wirtschaftsnachrichten

Wirtschaftsnachrichten

08.09.2023
Geldanlage

Geldanlage

27.02.2023
Wirtschaftsnachrichten

Wirtschaftsnachrichten

16.10.2024
Wirtschaft

Wirtschaft

Monatlich

15.05.2025

Tariff Turmoil

A topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy. The Trump administration in the US has imposed tariffs on specific countries including Canada, Mexico and China, tariffs on specific industries including cars, steel and aluminium, culminating in the announcement of 'reciprocal tariffs' on goods imports from nearly every country in the world, which have since been delayed. In this podcast, Challenger's Chief Economist, Jonathan Kearns, discusses the likelihood these tariffs will be enacted, and the implications for the US, Australian and world economy with Fidante Investment Specialist, James Clark.
26.11.2024

What does a Trump presidency mean for Sustainable Investing?

With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions. New technologies in automation, digitisation, food production and the circular economy are providing new solutions to not only benefit the environment but also provide positive economic benefits. In this episode, David Winborne from Impax Asset Management shares his insights on the latest compelling technologies and innovations as well as his view on the impact of a new political paradigm.
16.10.2025

Beyond the Forecast: How Climate Risk is Reshaping Australian Markets

Australia’s first National Climate Risk Assessment warns the future won’t look like the past. Komal Jalan, ESG Analyst at WaveStone Capital, joins Charlotte O’Meara to explore how physical climate risks, from bushfires to cyclones and heatwaves, are already affecting company valuations, revealing near-term financial impacts across sectors. They also discuss how investors can navigate these risks, and the opportunities emerging as regulatory reporting on climate exposure improves. Read WaveStone's report Here
26.03.2025

Australian credit is a great place to be

Explore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital. In this episode, Dylan discusses where Kapstream is finding relative value in today’s market environment, why Aussie credit spreads are attractive right now, the impacts the ‘inflationary fellow’ may trigger, and capitalising on a decade-high yield environment.
28.03.2022

The Ardea Alternative: Episode 6 | Foreign Currency Management (Part II) – Key Portfolio Construction Trade-Offs

Dr Laura Ryan and Tamar Hamlyn are joined by Dr Nigel Wilkin-Smith to discuss the importance of currency management for AUD investors, along with the backdrop created by the regulatory environment in superannuation, particularly the YFYS performance test.
12.05.2024

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
29.11.2021

The Ardea Alternative: Episode 4 – Foreign Currency Management

In this episode of The Ardea Alternative podcast, Dr Laura Ryan and Tamar Hamlyn are joined by Dr Nigel Wilkin-Smith, previously Director at the Future Fund, to discuss foreign currency management and its importance for Australian investors.
27.05.2024

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.
11.05.2023

Lithium as a trending topic, but is it a good investment ?

Lithium is the trending topic in resources with decarbonisation providing opportunities beyond Australia's heartland of coal and iron ore. Hear from WaveStone Capital's Raaz Bhuyan and Luke Nelson on how they are allocating capital across both large resources companies and the emerging growth opportunities.
14.05.2021

The Ardea Alternative: Episode 1 - Inflation

Welcome to the very first episode of The Ardea Alternative podcast where Dr Laura Ryan, Head of Research is joined by Tamar Hamlyn, Portfolio Manager, and Alex Stanley, Relative Value Strategist, to discuss the complex topic of inflation.

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.