In our first episode, Sinéad Rafferty CFA, Senior Investment Specialist at Fidante, speaks to Matt O’Mara, a Partner at Apollo on the role that alternatives can play in portfolios, particularly in world of higher rates and higher correlation between publicly traded stocks and bonds.

In an era defined by escalating global demand and pressing environmental concerns, the agriculture industry finds itself facing a dilemma. The imperative to produce more with less.

A rebalancing is taking place in markets that is creating a lot of excitement for the team at Apollo. One topic dominates conversations within the walls of leading alternative asset manager Apollo, according to Matt O'Mara, a Partner at Apollo Global Management.

In this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.  

Australia is ahead of the curve when it comes to alternative investing and Apollo Global Management will remain focused on the region as demand amongst local investors grows.

Kris Bernie, Portfolio Manager at Kapstream provides a brief comment on the FED statement which saw interest rates held, inflation control prioritised, and no discussion of rate cuts until later in 2024, suggesting the importance of patience in portfolio duration exposure.

The US 10-year bond yield drives global markets as shown in recent weeks, as Treasuries sold off and many assets repriced. A key question in markets is: How much higher will yields go? Are they about to top? Or is there significantly more upside to come?

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

Fidante has won the Distributor of the Year award for the 4th consecutive year at the Zenith Fund Awards.