![Finding Alpha Podcast | Exploiting the valuation gap](https://www.fidante.com/sites/default/files/2024-06/Fida_%20OxCap%20Insights_1032x581.png)
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](https://www.fidante.com/sites/default/files/2024-05/FA%20Alph__Insights%20Tile_1032x581.png)
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](https://www.fidante.com/sites/default/files/2024-04/Fida%20Insights%20Tile_FA%20Ardea_1032x581.png)
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](https://www.fidante.com/sites/default/files/2024-04/Fida_FA_Wavestone_1032x581_0.png)
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.
![Finding Alpha Podcast | Avoiding pitfalls in the small cap market](https://www.fidante.com/sites/default/files/2024-04/Fida_FA_Eiger_1032x581_0.png)
13 Feb 24
Insight
Australian Equities
Finding Alpha Podcast | Avoiding pitfalls in the small cap market
Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.
![Finding Alpha Podcast | The Future of Sustainable Investing](https://www.fidante.com/sites/default/files/2024-05/Fidante_Insights%20Tile_FA%20Impa_1032x581.png)
07 Dec 23
Insight
Global Equities
Finding Alpha Podcast | The Future of Sustainable Investing
In our latest episode, Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by technological innovation and the transition to Net Zero.
![Finding Alpha Podcast | Expanding the investable Universe with Alternatives](https://www.fidante.com/sites/default/files/2024-05/Fidante_Insights_FA%20Apol_1032x581.png)
15 Nov 23
Insight
Alternatives
Finding Alpha Podcast | Expanding the investable Universe with Alternatives
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 alternatives can play in portfolios, particularly in world of higher rates and higher correlation between publicly traded stocks and bonds.