Fidante

This month on Finding Alpha, Sinead Rafferty, CFA discusses Applying learnings from Australia’s Earnings Season with Andrew Martin, Portfolio Manager at Alphinity Investment Management.   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.   Tune in now at https://lnkd.in/g5SanzGz   #earningsseason #australianequities #growth

A huge congratulations to our affiliates- Alphinity Investment Management, Ares Australia Management (AAM), Challenger Investment Management, Greencape Capital, and Lennox Capital Partners, on their nominations for the 2024 Zenith Investment Partners Fund Awards! Full details on Zenith Fund Awards at https://lnkd.in/gUWS7aSN   Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued (18 October 2024) are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://lnkd.in/gk9YbR2h

Great to hear from Matthew Michelini, Head of APAC at Apollo Global Management, Inc. last week at Portfolio Construction Forum’s Strategies Summit 2024.   Matt explored the feasibility of blending public equities with private market investments, drilling down into how a well-curated portfolio including private markets can complement the returns of traditional assets, all while continuing to mitigate critical risks like high volatility, inflation sensitivity, and a shrinking pool of investable assets.   Learn more from Apollo at https://lnkd.in/gAqDFRYQ   #privatemarkets #returns #portfolioconstruction

We’re delighted to announce Scott Kleinman, Co-President of Apollo Global Management, Inc., as an international guest speaker at our flagship event, Livewire Live. Apollo is a global alternative asset manager, managing USD $696BN. Scott shares responsibility for Apollo’s revenue-generating and investing business and is a member of the firm’s senior leadership team. Joining via a live video from New York, this is a unique opportunity to hear directly from one of the world’s most influential and respected investors. Livewire Live 2024 will take place on the 17th of September at the Art Gallery of NSW. Click on the link for more information on sessions, speakers and to secure one of the few remaining tickets. https://lnkd.in/g5x3h6Rq

Tune in to the latest episode of Finding Alpha for the 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 Investors Group’s Head of Investments, David Burgess, joins Sinead Rafferty, CFA on Finding Alpha to share the geographies, sectors and assets that are looking compelling as well as the alternative investments on their radar.   Tune in at https://lnkd.in/gaXCX_iw   #realestate #alternatives #investing

We are delighted to announce that once again, Ardea Investment Management has met the rigorous requirements and retained their status as a signatory to the Financial Reporting Council's UK Stewardship Code.

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. Listen Now on Apple- https://lnkd.in/gZCP8HSn Spotify- https://lnkd.in/gQ6hJcE2

Victor Gomes CFA, Principal at Eiger Capital, takes us for a shallow dive into the current state of play in the rapidly growing medical field of internal radio theranostics.   Radio Theranostics seeks to be both a therapy and a diagnostic for cancer treatment, and at a high level - this field has seen success in further refining radioisotopes delivery, and therefore, their ability to target only damaged cells, resulting in minimal harm to healthy tissue.   Learn more at https://lnkd.in/g-AFYt6B   #healthcare #growth #smallcaps

Watch Elanor’s Adam Lieutenant as he shares his insights on healthcare real estate and dives into the detail of our second fund in the sector. #ElanorInvestors #Healthcare #RealEstate #InvestmentOpportunity

Too good to be true? Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin, and an illiquidity premium are appealing to investors looking for income. This demand is being met by private credit as an increasing amount of lending activity is taken away from banks, increasing the supply of deals looking for financing. Challenger Investment Management has been investing in this market for almost 20 years and has lived through credit cycles, including the GFC.   In this episode, Portfolio Manager Justin Voller from Challenger Investment Management unpacks the private credit opportunity, and the red flags investors should look out for. Listen now at https://lnkd.in/gK2YvVyA