Fri, 25th Apr 2025

In this podcast, Financial Services Online reports on finance news of the week, discussing Sidra Capital's entry into the Australian private credit sector with its Sharia-compliant Sidra Asia Pacific Private Investments Sub-Fund I, aiming to generate low volatility returns with a US$15 million investment in the mining sector. Global supply chain changes and Australia's legal frameworks are noted as attraction factors. The podcast also covers the challenges fund managers face due to former US President Trump's tariff policies, which may cause medium-term earning declines, according to Morningstar Analyst Shaun Ler. The impacts of fiscal policies on various firms are discussed, with companies like GQG, Perpetual, and Magellan experiencing market share losses but others like Challenger and Platinum holding firm. Perpetual and Insignia are identified as reasonable value candidates.