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On the future path of rates: Pause does not equal pivot
03 Nov 22 Insight Fixed Income

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
31 Oct 22 Insight

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?
31 Oct 22 Insight

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
12 Oct 22 Insight Alternatives

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?
05 Sep 22 Insight Fixed Income

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
31 Aug 22 Insight Global Equities

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
28 Jul 22 Insight Fixed Income

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
07 Jun 22 Insight

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
02 Jun 22 Insight Fixed Income

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
13 May 22 Insight

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
05 May 22 Insight Fixed Income

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
27 Apr 22 Insight Global Equities

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
18 Mar 22 Insight Fixed Income

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
23 Dec 21 Insight Global Equities

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
01 Dec 21 Insight Fixed Income

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
11 Aug 21 Insight

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
21 Mar 21 Insight

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
16 Feb 21 Insight

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
13 May 20 Insight

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
22 Apr 20 Insight

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
15 Jan 20 Insight

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.