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!

Curious to learn more about Ox Capital Management and their investment approach? Founded in 2021, OxCap is led by Dr Joseph Lai and brings together a team of experienced emerging market investors. Discover insights into their background, investment philosophy and process, and ESG considerations. Learn more at https://www.oxcapm.com/

Impax Asset Management's conviction about the transition to a more sustainable economy is grounded in this fact: there are irreversible transformations well underway in the real economy, across a breadth of sectors. Read more in their 2025 Outlook ⤵️ https://lnkd.in/gAt6EeCX

Did you know? By 2030, more than 60% of the world’s population will live and eat in Asia. With the growing demand for sustainable food production, there are many challenges and opportunities with the changing demographics and demand for food in the region. In this episode, Charlotte O'Meara is joined by Tai LIN, Managing Partner at Proterra Investment Partners Asia to dissect the complexities of this evolving landscape, exploring the shifting demographics and evolving dietary habits driving the surge in food demand across Asia. Listen Now at https://lnkd.in/gWGSgCWG You can also find the episode on Apple - https://lnkd.in/etRkM37C and Spotify - https://lnkd.in/eF_4WHjN

Is it looking increasingly likely that the scale of energy transition proposed maybe difficult to achieve in less than 30 years? Dive into the impacts and controversies of on-shore and off-shore wind farming, nuclear, solar vs the traditional sources… is net zero carbon by 2050 really possible? Read the article from Eiger Capital at https://lnkd.in/gkxpcrJA #netzero #energy #investing

How do you identify the ASX's next major powerhouse? James Dougherty caught up with Ally Selby from Livewire Markets on how Lennox Capital Partners uses their four-step strategy for identifying undervalued ASX small and micro-cap stocks poised for significant growth. He goes on to reveal which stock Lennox believes will be the ASX's next-generation powerhouse. https://lnkd.in/gzedbsnE #InvestmentStrategy #ASX #EquitiesInvesting

In this clip from the Rask podcast, Trent Masters, Alphinity Investment Management and Owen Rask discuss Mark Zuckerberg's vision for Meta, where he aims to own the platform to avoid reliance on iOS or Android. They also explore how Meta is taking early steps into the augmented reality (AR) space with glasses, a potential new device shift. While the first iterations might not be perfect, Zuckerberg’s proactive approach could pose a real challenge to Apple’s dominance in the future. View the full podcast at https://lnkd.in/gcX24af3

In the latest “What We’re Watching", Pete Robinson from Challenger Investment Management explores the market impact of Donald Trump’s return to the presidency. While equities rallied leading up to and following the election, the US balance sheet presents growing concerns, with debt to GDP at 120% and a rising deficit. The shift from quantitative easing to tightening is also driving higher yields. While corporate credit has been resilient, commercial real estate remains vulnerable, with serviceability ratios struggling. The "higher for longer" rate environment is expected to persist under a Trump administration. Read more at https://lnkd.in/gm9H5P5H

Why is Merlon Capital Partners holding Coles and Woolworths together for the first time in 14 years? Australia’s supermarket titans have been navigating wage inflation, regulatory scrutiny, and evolving market dynamics. Yet, Julian McCormack of Merlon sees a rare value opportunity — and he’s also got a surprising high-conviction pick. Read the full article to discover more at https://lnkd.in/gBnkqzP3

Inflation is no longer the dominant concern amongst advisers, according to the 2024 Fidante Adviser Survey, with an economic slowdown (44%) and high valuations (27%), being by far the two leading concerns facing Australian equities in the coming six months*. However, the risk that higher inflation will impact equity returns is still a consideration for advisers. Despite the bullish outlook, advisers have flagged concerns that global markets may be becoming too expensive. The highest concerns indicated were: 📈 High valuations - 26% 📉 An economic slowdown - 23% 🌎 Geopolitical tensions - 22% ✔️ The US election - 17% Read the full report at https://lnkd.in/gGTU2M4m #investing #economy #valuations #inflation *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.