As we wrap up the first quarter of 2024, we present a collection of thought provoking perspectives from our Fidante Affiliates, as they share their insights on the February Reporting season, opportunities for the year ahead, and reflections on past learnings which may shape the future investment landscape.
Dive into this curated collection of insights from our experts.
Insights and News
Eiger Capital
Successful investing in small caps is as much about what you don’t invest in, as what you do. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.
Ardea Investment Management
Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, what's the role of fixed income in portfolios?
Wavestone Capital
With February’s reporting season in the rear view mirror, Catherine Allfrey from WaveStone Capital describes it as a roller coaster. Catherine shares her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.
Apollo Global Management
Apollo believes since the Global Financial Crisis (GFC) we've been in an incredibly conducive market for risky assets.
Alphinity Investment Management
Alphinity Investment Management's Mary Manning and Elfreda Jonker delve into the two pivotal themes from the recent reporting season.
OxCapital Management
Why buying China equities now is like buying US equities during the GFC. Chinese equities are trading at mouth-watering attractive levels.