On the future path of rates: Pause does not equal pivot
Portfolio Managers Jason England and Daniel Siluk believe that markets may be underestimating the task at hand with respect to taming inflation and that a pause does not mean a policy pivot.
Zenith Distributor of the Year
Fidante is thrilled to have won the Distributor of the Year award for the third consecutive year at the Zenith Fund Awards.
UK Bond Blow-up: Isolated Incident or Canary in the Coalmine?
Chris Watling from Longview Economic discusses UK’s government debt and the impact upon the global economy.
Cultiv8 and Fidante launch Agri-Food Tech Fund
Cultiv8 Funds Management (Cultiv8) has joined forces with global investment management business Fidante to launch a fund that identifies and invests in early stage agricultural and food technology companies.
What can we expect at the Fed's next meeting on interest rates?
Kapstream Capital discuss the impact of inflation on the labour market and the role of monetary policy in the economy.
What the Inflation Reduction Act means for climate-focused investors
Impax Asset Management discuss their initial reflections on a package of real economy policies that should help unlock private investment in the sustainable transition.
An easy decision, but Fed watches for gathering clouds
Kapstream Capital explain why persistently high core inflation likely means monetary policy has yet to reach peak hawkishness, despite initial signs of a cooling economy.
Investing in a world with less money
As we move into times of inflation, what do investors need to know to direct their portfolios for the future?
When the rising tide that lifts all boats subsides
This year has been a sea of red for many traditional asset classes. Kapstream Capital discuss what's caused the ‘tide that lifts all boats’ to so suddenly subside.
Defensive fixed income checklist
What should you look for in a defensive fixed income manager? We’ve put together a checklist to aid in your decision.
In accelerating policy normalisation, Fed seeks to reaffirm credibility
Kapstream Capital explain why the Federal Reserve (Fed) is prioritising the need to reel in inflation that has proven to be anything but transitory.
Equipment for hire: opportunities in the sharing economy
Impax Asset Management discuss where they perceive opportunities in the emerging sharing economy and how equipment rental can contribute to a more sustainable, circular economic model.
Another step towards policy tightening - with a caveat
Kapstream Capital caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.
Foundations for global net zero: An investor’s reflections on COP26
With the UN COP26 climate summit now behind us, Impax Asset Management assess what has changed and, crucially, what should happen next.
FED up
Kapstream Capital discuss how they're positioned as uncertainty over global economic recovery and monetary policy entwine, creating a particularly challenging time for fixed income investors.
More money, more problems
When the rapper Notorious B.I.G wrote his seminal hit, Mo Money, Mo Problems, I bet he never thought he’d be referenced in an investment article about asset allocation.
Slavery: how to combat a modern problem
Charlotte O'Meara from Fidante Partners explains what constitutes modern slavery and outlines some key considerations for financial advisers when looking at their fund managers.
Lessons from 2020 for yield hungry investors
Investment Specialist Sinead Rafferty discusses how after a tough 2020 for income-focused investors, the outlook looks brighter as a new year dawns.
How to prepare for a longer life
Fidante Investment specialist, Sinead Rafferty discusses the need to future-proof portfolios given today's longer retirement span.
Identifying climate change risks in investment analysis
Fidante ESG specialist, Agnieszka Cochrane explores different types of climate change risks and their possible impact on investments in the absence of market-wide disclosure.
Short-term thinking is gold
Investment Specialist Sam Morris, discusses why investors should consider expanding their investment universe rather than accepting low returns from traditional cash investments.