Fidante

Where are advisers allocating in the next 6 months? Our latest Fidante Adviser Markets Survey showed advisers are planning to increase allocations to: 🟢 Australian small caps (44%) 🟢 Global small caps (42%) 🟢 Private credit & infrastructure (36%) Meanwhile, US equities are falling out of favour, with 29% of advisers planning to decrease exposure. This reflects a strategic pivot toward growth and diversification, especially in areas with attractive valuations and return potential. How are you adjusting your allocations heading into 2026? Access our full findings here https://ow.ly/wKYY50Xsu3G #SmallCaps #PrivateCredit #Infrastructure *Responses were collected between 23 September and 6 October 2025. This is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Visit survey report to read the full disclaimer.

Advisers are increasingly bullish on small caps and emerging markets with sentiment nearly doubling since April 2025. #AdviserInsights #SmallCaps #EmergingMarkets *Responses were collected between 23 September and 6 October 2025. This is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Visit survey report to read the full disclaimer.

Discover where over 200 financial advisers are finding opportunity in today’s market. From small caps to alternatives, the Fidante Adviser Markets Survey reveals key allocation trends, sentiment shifts, and top concerns heading into 2026.

77% of advisers currently allocate up to 10% of client portfolios to alternative assets. Our latest Fidante Adviser Markets Survey found that Infrastructure (21%), Private Credit (17%), and Private Equity (16%) are leading the charge. Read our report to reveal full findings. #AdviserInsights #PrivateCredit #PrivateEquity #Infrastructure *Responses were collected between 23 September and 6 October 2025. This is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Visit survey report to read the full disclaimer.

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Discover where over 200 financial advisers are finding opportunity in today’s market. From small caps to alternatives, the Fidante Adviser Markets Survey reveals key allocation trends, sentiment shifts, and top concerns heading into 2026.