In this episode of Finding Alpha, James Clark is joined by Anna Kirkby to explore the growing appeal of private markets.

In this episode, Dr. Joseph Lai from Ox Capital joins Claudia Ramsey to discuss emerging market strategies for 2025. 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.

A topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy.

How have gaps in the commercial real estate (CRE) lending market created new opportunities for non-bank lenders?

Explore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital.

With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions.

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.

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.

Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years.