Fidante

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Chaîne • 5 émissions

Investissement

Investissement

Tous les mois
Affaires

Affaires

Tous les mois
Actualité économique

Actualité économique

08/09/2023
Actualité économique

Actualité économique

16/10/2024
Investissement

Investissement

27/02/2023

25/10/2023

PRI in Person, 2023- What global investors think about responsible investment with Alphinity and Impax

In this episode of ESG in 10, Charlotte is joined by Moana Nottage, Alphinity Investment Management, and Nana Li, Impax Asset Management, to share insights from the PRI in person conference held in Tokyo in October, and discuss the emerging themes that are the focus of investors globally.

25/10/2023

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19 min
14/08/2024

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.

14/08/2024

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18 min
09/05/2023

A belief in active ownership with Rebecca El- Khoury, Merlon Capital Partners.

Merlon Capital Partners believe that the deep consideration of governance, social and environmental issues, together with active ownership, enhances investment, business, and community outcomes. A key differentiator for Merlon is their structured and innovative corporate engagement program, where Merlon actively engage with their current and future portfolio companies to achieve the best ESG outcomes. In this episode, we sit down with Rebecca El Khoury, ESG and Sustainability Manager at Merlon to explore Merlon’s unique approach to corporate engagement and discuss an engagement case study based on the research they have recently completed on problem gambling. You can view the research paper here and on their website www.merloncapital.com

09/05/2023

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12 min
06/04/2023

Artificial Intelligence and Big Tech – What does this mean for responsible investors? With Alphinity Investment Management.

Episode 4- Artificial Intelligence and Big Tech – What does this mean for responsible investors? Charlotte O' Meara is joined by Mary Manning and Jessica Cairns, Alphinity Investment Management. Alphinity Investment Management have incorporated artificial Intelligence (AI) into their ESG integration process for a number of years, developing their own responsible investment framework for AI. With the rise of AI technologies such as Chat GPT, AI is now receiving a lot of publicity, but what does that mean for responsible investing? This episode provides an overview of AI and how considerations of AI can be factored into the ESG integration process. Hear more from Alphinity on the topic of Big Tech: Tech Talk January 2023: The most interesting things in Tech - Alphinity Is Google's LaMDA chatbot sentient? - Alphinity

06/04/2023

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11 min
07/10/2024

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.

07/10/2024

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19 min
28/11/2023

Navigating the Landscape of ESG in Asset Backed Securities, with Challenger Investment Management

In this episode, Charlotte is joined by Chris Whitcombe, Head of Global ABS, and Michael Cistulli, Analyst, at Challenger Investment Management, as they delve into the challenges and advancements of integrating ESG considerations in Asset Backed Securities (ABS). Together, they explore the global landscape of ESG integration and take a closer look at the CIM approach for evaluating ESG risks within ABS transactions.

28/11/2023

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14 min
15/03/2023

How emerging technologies will reimagine the food and farming system, with Cultiv8

Agriculture and Food Technology – how emerging technologies will reimagine the food and farming system. A conversation with Jonathon Quigley, Partner of Cultiv8 Funds Management. Cultiv8 Funds Management - Sustainably Focused Funds Group

15/03/2023

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11 min
06/02/2024

Avoiding pitfalls in the small cap market

Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood, Principal at Eiger Capital, has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.

06/02/2024

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23 min
22/06/2021

The Ardea Alternative: Episode 2 – Green Bonds

In this episode of The Ardea Alternative podcast, Alex Stanley, Relative Value Strategist is joined by Portfolio Manager, Tamar Hamlyn, and guest speaker Haran Siva, a Senior Advisor with the Climate Bonds Initiative. In recent years there has been significant growth in ESG related investments, this episode will focus on one specific example: green bonds.

22/06/2021

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12 min
30/10/2022

Insights from abroad

WaveStone Capital's Henry Hill and Kirsty Mackay-Fisher recently travelled to the Northern Hemisphere, visiting a large number of companies and gaining insights on the impacts of inflation and a slowing consumer. Hear their insights and observations of the outlook for the Australian share market in this latest episode of On Our Wavelength.

30/10/2022

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17 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.