Reporting Season Unpacked & Navigating Iran Volatility

In this episode of the Finding Alpha podcast, Anna Kirkby is joined by Jerome Yim, Co-Head of Challenger Solutions, to explore how systematic, multi-strategy investing can deliver more consistent and uncorrelated returns. They explore why true diversification goes beyond asset classes, how correlations can shift in stressed markets, and the role of systematic approaches in improving portfolio resilience.

James Clark speaks with Fawaz Chaudhry from Fulcrum about two of the dominant forces shaping markets today: the rapid rise of AI and ongoing disruption in global energy markets. They explore how these trends are driving a new capex cycle, shifting where value is created across markets, and what it means for investors seeking more resilient, risk‑adjusted returns. 

In this episode of Finding Alpha, James Clark speaks with Impax founder and CEO Ian Simm about sustainable investing, covering Impax’s approach, current market challenges, emerging opportunities like AI, and the long‑term investment case for sustainability.

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.  This episode was recorded on 10th March 2026.

In this episode of Finding Alpha, James Clark speaks with Suhail Shaikh, Chief Investment Officer at Fulcrum Asset Management. They discuss the role of liquid alternatives in portfolios, the importance of embracing complexity, and how diversifying alternative strategies can complement traditional asset classes in an environment of higher volatility and structural change. This episode was recorded on 25th February 2026.

Fidante's Investment Specialist Anna Kirkby sits down with Lev Margolin, Founder & Portfolio Manager at System Capital, to explore how an ecosystem‑based approach - looking across customers, suppliers, competitors and regulatory environments - can identify businesses that become structurally stronger over time. Lev breaks down why stepping away from benchmark constraints widens the opportunity set, and how disciplined shorting begins with understanding what to avoid.   

The latest episode of Finding Alpha is a special edition featuring Fidante’s own Vic Rodriguez and John O’Keefe. They discuss Fidante's origination and partnership strategies and share insights on how Fidante identifies, selects, and collaborates with top investment managers. This episode details the strategic thinking that drives Fidante’s growth, the importance of scale, and what sets Fidante's approach apart in today’s competitive landscape. Tune in for an insider’s perspective on building investment excellence and unlocking new opportunities.

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 markets are, why they’ve historically been out of reach for many investors, and how that’s changing. Anna explains the key benefits – such as diversification, the illiquidity premium, and access to untapped growth - and highlights why private credit is one of the fastest growing markets today. The episode also covers practical ways investors can incorporate private markets into their portfolios, and why now might be the time to rethink the traditional investment strategies.

In this latest episode of Finding Alpha, Dr. Joseph Lai from Ox Capital joins Claudia Ramsey to discuss the forces shaping investment opportunties across emerging markets. From the impact of geopolitical tensions and trade shifts to the rapid adoption of AI and the growth potential in markets like China, India, and Vietnam, this episode uncovers strategies for identifying tomorrow's market leaders. Joseph shares why he believes long-term fundamentals, strong valuations and structural growth stories continue to make a compelling case for EMs.

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 has imposed tariffs on specific countries including Canada, Mexico and China, tariffs on specific industries including cars, steel and aluminium, culminating in the announcement of 'reciprocal tariffs' on goods imports from nearly every country in the world, which have since been delayed. In this podcast, Challenger's Chief Economist, Jonathan Kearns, discusses the likelihood these tariffs will be enacted, and the implications for the US, Australian and world economy with Fidante Investment Specialist, James Clark.