Fidante

As 2024 draws to a close, the team at Fidante would like to extend our gratitude to our clients, affiliates and dedicated team members for their ongoing support throughout the year. We are thankful to be part of a community committed to supporting the financial success of our clients. As we look ahead to 2025, we hope to continue making a positive impact together. From all of us at Fidante, we wish you a peaceful and joyous holiday break!

David Winborne from Impax Asset Management joined Livewire Markets to uncover myths about sustainable investing and learn about finding companies that are working on solutions to deal with ageing populations, food security, financial innovation, and so much more. Watch the full video here: https://lnkd.in/giu7ddZ2

Looking to add global responsible investments to your portfolio? The Alphinity Global Sustainable Equity Fund - Active ETF (ASX: XASG )* provides a diversified portfolio of leading global sustainable companies that offer attractive prospective returns. Providing access to: 🍃A portfolio of companies with activities that can have a positive net alignment with the United Nations Sustainable Development Goals ✔️ A committee of reputable internal and external sustainability experts enables the fund to stay true to charter and drives active engagement with companies 📊 A proven investment team with a strong track record applying a disciplined and repeatable process. Learn more today at https://lnkd.in/gXM-UWew #etfs #listedfunds #investing #globalequities Alphinity Investment Management *The Fund is issued by Fidante Partners Limited AFSL 234668. Consider appropriateness to your situation and read the PDS & TMD on our website.

“We’re observing a clear shift in focus towards Australian small cap equities, with advisers recognising untapped value in this space after lagged performance in recent years,” said Evan Reedman, General Manager, Fidante Affiliates. While large caps have driven market highs over the past year, led by the Magnificent Seven in the US, Fidante Adviser Survey 2024 respondents are flagging small cap equities as a priority for the coming six months*. 🐂Over half of advisers surveyed (51%) are bullish on the outlook for Australian small caps, compared to only 32% bullish on Australian large cap stocks. ➕ In fact, 35% of advisers expect to increase client allocations to Australian small cap, second only to fixed income (41%). Find the full survey report at https://lnkd.in/gdSU9GDZ #australianmarket #smallcaps #investing *The findings are from the Fidante Adviser Markets Survey responses were collected across September and October 2024. The information in this material is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Visit survey report to read the full disclaimer.

Food is more than sustenance; it is the backbone of our societies. Food influences everything from health outcomes to economic stability. Tai LIN, Managing Partner of Proterra Investment Partners Asia, discusses that despite its profound impact, the agri-food sector is often overshadowed by more visible industries like energy and transportation. This oversight is a missed opportunity for investors who are not only seeking financial returns but also looking to drive meaningful change. Read the full article in FS Private Wealth at https://lnkd.in/gYuTNbNH #food #investing #agrifood

An all-new episode of ESG in 10 is out now! In the final episode for 2024, Charlotte O'Meara speaks to Rui Li (Nana Li), CFA Head of Sustainability and Stewardship for Asia Pacific at Impax Asset Management, to reflect on COP29. Nana, who attended COP29 as both a delegate and speaker, shares insights on climate finance, net-zero commitments, carbon market standards, and the underrepresentation of women in Japan’s corporate leadership. They also explore biodiversity, physical climate risks, and the global shift toward sustainability, while examining the potential implications of U.S. election results on climate policies. Listen Now: https://lnkd.in/gRh-A5iZ On Apple Podcasts: https://lnkd.in/g7qt_mDn And Spotify: https://lnkd.in/g7p3RsWc

Want to get ahead in the AI investment game? Artificial intelligence isn’t just a trend—it’s reshaping industries. While the spotlight has been on AI enablers like Nvidia and AMD, the next wave is all about AI implementers—the companies applying AI to transform operations and create sustainable advantages. Watch Livewire Markets latest video featuring Impax Asset Management’s David Winborne to explore how AI implementers could drive the next leg of the AI rally. Discover his strategic approach to identifying high-potential stocks and uncover a standout pick already leading the path. Click to watch the video and read the full article for deeper insights: https://lnkd.in/gK9G6sT8

🌏 39% of advisers predict global equities will be the best performing asset class over the next 6 months*. “Led by the US, global equities have driven significant outperformance for several years now, and our research shows that advisers expect this trend to continue as we enter 2025.” – Victor Rodriguez, Chief Executive of Funds Management at Fidante. Learn more at https://lnkd.in/gQQje-Py #investing #economic #valuations *The findings are from the Fidante Adviser Markets Survey: responses were collected across September and October 2024. The information in this material is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Visit survey report to read the full disclaimer.

Looking for diversification using Fixed Income? Kapstream Capital combines capital preservation techniques with unconstrained portfolio management skills in the pursuit of stable, absolute returns. The Kapstream Absolute Return Income Active ETF (XKAP)* offers access to: 🌏 A global, diversified portfolio of predominantly investment grade fixed income securities 🔎 Stable income across market cycles with minimal volatility and capital preservation 💲 Potentially higher levels of returns compared to cash. Learn more today at https://lnkd.in/gwfKHCp8 #etfs #listedfunds #investing #globalequities *The Fund is issued by Fidante Partners Limited AFSL 234668. Consider appropriateness to your situation and read the PDS & TMD on our website.

How do you select a private markets manager? Key considerations include assessing the manager's experience and their track record in navigating economic cycles. It’s also important to evaluate the scale and resources of the investment team as well as the risk management processes they have in place. Learn more from Sinead Rafferty, CFA now at https://ow.ly/cywt50U44v8 #privatemarkets #alternatives #investing