A multi-decade shift is underway, driven by energy, AI and climate risk, yet markets may still be underestimating the opportunity.

James Clark speaks with Impax founder and CEO Ian Simm about sustainable investing, the risks and opportunities emerging from the energy transition and AI, and the long-term investment case for sustainability.

A Sustainable Markets Initiative report exploring how asset owners and managers can build more resilient portfolios.

Fulcrum Asset Management explores how liquid alternatives can move beyond superficial diversification and play a more meaningful role in portfolio construction amid today’s increasingly complex market environment.

Public markets now represent a shrinking slice of the real economy. So why do most model portfolios still look the same?

Daniel Siluk explains why he views Chairman Jerome Powell’s comments as more hawkish than what was revealed in the Federal Reserve’s March policy statement.

What really stood out this reporting season? In this episode, James Clark sits down with Raaz Bhuyan from WaveStone to unpack February reporting season, from earnings surprises to why banks and miners dominated performance. They also explore how geopolitics and AI are reshaping sector leadership, and where selective opportunities may be emerging beyond the index heavyweights.

There is a lot of news being reported regarding the US Private Credit sector’s exposure to software and flow on concerns regarding the impact of AI on the software businesses. We've summarised what we think are the key points for investors to be thinking about at this time.

In this episode of Finding Alpha, James Clark speaks with Suhail Shaikh, CIO of Fulcrum Asset Management, on liquid alternatives, portfolio diversification, and navigating higher volatility.