Finding Alpha
Episodes
Navigating Energy Shocks and the AI Revolution
13 Apr 2026
Contributed by Lukas
In this episode of Finding Alpha, James Clark speaks with Impax founder and CEO Ian Simm about sustainable investing, covering Impax’s approach, cur...
Reporting Season Unpacked & Navigating Iran Volatility
15 Mar 2026
Contributed by Lukas
What really stood out this reporting season? In this episode, James Clark sits down with Raaz Bhuyan from WaveStone to unpack February reporting seaso...
When Volatility Becomes an Opportunity
08 Mar 2026
Contributed by Lukas
In this episode of Finding Alpha, James Clark speaks with Suhail Shaikh, Chief Investment Officer at Fulcrum Asset Management. They discuss the role o...
The Long and Short of It: System Capital's Approach
05 Feb 2026
Contributed by Lukas
Fidante's Investment Specialist Anna Kirkby sits down with Lev Margolin, Founder & Portfolio Manager at System Capital, to explore how an ecosyste...
Unlocking Alpha: The Future of Fidante
17 Nov 2025
Contributed by Lukas
The latest episode of Finding Alpha is a special edition featuring Fidante’s own Vic Rodriguez and John O’Keefe. They discuss Fidante's originatio...
Don't miss the mark(et): Why Private Markets matter now
26 Jun 2025
Contributed by Lukas
In this episode of Finding Alpha, James Clark is joined by Anna Kirkby to explore the growing appeal of private markets. They break down what private ...
Beyond Borders: AI, Geopolitics & Growth in EMs
10 Jun 2025
Contributed by Lukas
In this latest episode of Finding Alpha, Dr. Joseph Lai from Ox Capital joins Claudia Ramsey to discuss the forces shaping investment opportunties acr...
Tariff Turmoil
15 May 2025
Contributed by Lukas
A topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy. The Trump administration in the US ha...
The contrarian opportunity in CRE debt
14 Apr 2025
Contributed by Lukas
How have gaps in the commercial real estate (CRE) lending market created new opportunities for non-bank lenders? We sit down with CRE expert Gerard Ha...
Australian credit is a great place to be
26 Mar 2025
Contributed by Lukas
Explore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital. In this episode, Dylan discusses where Kapstream is finding...
What does a Trump presidency mean for Sustainable Investing?
26 Nov 2024
Contributed by Lukas
With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions. New t...
Inflation has finally arrived in Japan, so what’s next?
07 Oct 2024
Contributed by Lukas
Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatica...
Applying learnings from Australia’s Earnings Season
11 Sep 2024
Contributed by Lukas
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line w...
The inside scoop on Commercial Real Estate
14 Aug 2024
Contributed by Lukas
Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few ...
Too good to be true?
10 Jul 2024
Contributed by Lukas
Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin, and an illiquidity premium are appealing to inve...
Exploiting the valuation gap
16 Jun 2024
Contributed by Lukas
Fears over China’s property market and slowing growth has led many to avoid allocating to the world’s second largest economy. This has created a...
Beyond the Magnificent 7
27 May 2024
Contributed by Lukas
The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. ...
Amplifying the diversification benefits of Fixed Income
14 Apr 2024
Contributed by Lukas
Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional so...
Reporting season, what you need to know
06 Mar 2024
Contributed by Lukas
With February’s reporting season in the rear view mirror, Catherine Allfrey from WaveStone Capital describes it as a roller coaster. In this episo...
Avoiding pitfalls in the small cap market
06 Feb 2024
Contributed by Lukas
Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood, Principal at Eiger Capital, has built ...
The Future of Sustainable Investing
07 Dec 2023
Contributed by Lukas
In our latest episode, Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by techno...
Expanding the Investable Universe with Alternatives
14 Nov 2023
Contributed by Lukas
In our first episode, Sinéad Rafferty CFA, Senior Investment Specialist at Fidante, speaks to Matt O’Mara, a Partner at Apollo on the role that alt...