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Finding Alpha Podcast | What does a Trump presidency mean for Sustainable Investing?
26 Nov 24 Insight Global Equities

Finding Alpha Podcast | What does a Trump presidency mean for Sustainable Investing?

With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions.
Finding Alpha Podcast | Inflation has finally arrived in Japan, so what’s next?
04 Oct 24 Insight Global Equities

Finding Alpha Podcast | Inflation has finally arrived in Japan, so what’s next?

Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024.
Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season
11 Sep 24 Insight Australian Equities Global Equities

Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season

Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.
Finding Alpha Podcast | The inside scoop on Commercial Real Estate
14 Aug 24 Insight Alternatives

Finding Alpha Podcast | The inside scoop on Commercial Real Estate

Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years.
Finding Alpha Podcast | Too good to be true?
12 Jul 24 Insight Fixed Income

Finding Alpha Podcast | Too good to be true?

Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin and illiquidity premium are appealing to investors looking for income.
Finding Alpha Podcast | Exploiting the valuation gap
17 Jun 24 Insight Global Equities

Finding Alpha Podcast | Exploiting the valuation gap

Dr Joseph Lai, from Ox Capital talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.
 Finding Alpha Podcast | Beyond the Magnificent 7
27 May 24 Insight Global Equities

Finding Alpha Podcast | Beyond the Magnificent 7

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value and more.
Finding Alpha Podcast | Amplifying the diversification benefits of Fixed Income
15 Apr 24 Insight Fixed Income

Finding Alpha Podcast | Amplifying the diversification benefits of Fixed Income

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed.
Finding Alpha Podcast | Reporting season, what you need to know
06 Mar 24 Insight Australian Equities

Finding Alpha Podcast | Reporting season, what you need to know

Catherine Allfrey from WaveStone Capital takes a look at the recent reporting season, sharing her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.