Clearway Capital Solutions Podcasts

Listen to why the recent divergence between quality and momentum in global small-cap equities may be creating opportunities for disciplined, long-term investors. Kayne Anderson Rudnick explores the importance of competitive advantage, resilient earnings and valuation, and why active stock selection remains central to identifying businesses capable of compounding returns across market cycles. Welco...

Listen to Andrew’s latest global economic update where he examines the economic realities behind the AI investment boom, stretched equity valuations and the unprecedented expansion of US credit. He explores the increasingly important role of Asian capital in financing Western economies, the risks associated with tightening liquidity and why productivity growth could become the defining driver of e...

Listen to how artificial intelligence, semiconductors and shifting global supply chains are reshaping emerging market equities. Sean Taylor, Chief Investment Officer at Matthews, explores why earnings, rather than market narratives, remain central to the firm’s investment process. He also discusses how disciplined country and stock selection, alongside careful risk allocation, can help investors n...

Listen to how artificial intelligence is reshaping investment research, while keeping human judgement firmly at the centre of the process. Osmosis NL explores how its proprietary Sequoia platform is helping analysts process complex information faster, identify risks more consistently and broaden investment coverage, while maintaining the source traceability, discipline and accountability essential...

Listen to a discussion between Peter Worn and Clearway Capital Solutions on how WealthTech, platforms, managed accounts and AI are reshaping fund distribution in Australia — highlighting why fund managers increasingly need to think beyond investment performance and consider platform access, data quality, operational integration and adviser workflows when competing for capital.  Welcome to Line of...

Listen to a discussion between Penny Sheerin and Michael Negline on why New Zealand is an increasingly attractive but distinct fund destination for offshore managers - highlighting the need to carefully consider the appropriate licensing, legal structures and distribution strategies for accessing wholesale and/or retail/KiwiSaver investors.  Welcome to Line of Sight, Clearway Capital Solutions’ po...

Listen to Andrew’s latest global economic update where he details the impact of the Federal Reserve and Treasury's $185 billion liquidity injection on the U.S. financial system and the disruption caused by the oil price increase. He covers the potential underestimation of this impact on markets, the challenges posed by private credit issues and, despite this, the potential for lower short-ter...

Listen to how AI-driven capital spending is reshaping global credit markets—and what it means for investment grade, high yield, and private credit investors. We explore the rise in tech debt issuance, the risks of an AI credit bubble, and the evolution of credit markets if AI earnings fall short of expectations. Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk t...

Listen to how emerging markets are central to the global sustainability challenge, yet they remain widely misunderstood by investors. Osmosis Investment Management explores how a disciplined focus on resource efficiency can reveal overlooked opportunities, challenge conventional sustainability thinking, and help drive measurable environmental and financial outcomes.  Welcome to Turning Points, Cle...

Listen to a discussion between Angelos Aspris and Dennis Mothoneos as they discuss how tokenization of financial and real-world assets is transforming managed investments—covering benefits, regulatory and legal implications, operational efficiencies, emerging risks, evolving roles of distributors, and the future impact of CBDCs and stablecoins. Welcome to Line of Sight, Clearway Capital Solutions’...

Listen to how Andrew examines regional resilience and weaknesses to global capital flows, the US debt trap, rising inflation and the fragility of private credit.  Andrew also discusses the ECB’s push to prioritise sovereign stability over inflation control and how quantitative easing in China risks monetary instability, whilst its sustained capital flight continues to drive property inflation in A...

Listen to a discussion between Toby Potter and Cameron Harris as they discuss the  rapid growth of managed accounts in Australia—SMAs, MDAs, and IMAs— benefits to investors, regulatory complexity, opportunities for fund managers, consultant dynamics, offshore comparisons and integration of illiquid alternative strategies. Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where...

Listen to a discussion between Paula McCabe and Dennis Mothoneos as they break down what foreign fund managers need to know about entering the Australian market—covering licensing, investor types, fund structures, entry strategies, and compliance tips to successfully build a funds business in Australia.  Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service...

Listen to Andrew’s analysis on the Trump administration’s disruptive effect on bond markets yields, US risk assets and the flow-on effect to Australia and New Zealand. Andrew discusses a possible link between Scottish monetary reformer John Laws’ scheme and the US Federal Reserve funding the budget deficit with stablecoin(s) - can this provide the US with another leg to its credit boom, but this t...

Listen to how, despite the Trump administration's policies, Osmosis Investment Management is enhancing their resource efficiency process, increasing engagement and collaboration to improve the quality of environmental data reporting, and expanding into other asset classes. Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and g...

Listen to how, despite many challenging years for emerging markets, a diverse range of opportunities in China, India, North-East Asia, ASEAN and LatAm, plays to the strengths of Matthews' fundamental investment philosophy and risk-controlled process. Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in thei...

Listen to how, despite tight spreads, mispriced event-driven opportunities can be exploited to deliver low double-digit returns comprising capital growth and quarterly income with significantly below equity market volatility. Episode Description Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respecti...

Listen to how an active, research-based fundamental approach can facilitate very long-term active stock positions in relatively inefficient markets Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these change...

Listen to why Resource Efficient portfolios in less efficient markets make a compelling investment case Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes.  Clearway Capital Solutions is an indepen...

Listen to how opportunistic credit investing can exploit multiple themes throughout the credit cycle  Episode Description Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes  Clearway Capital Soluti...

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners. Today, we are joined by Eric...

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners. Today, we are joined by Jorda...

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners. Today, we are joined by Lenna...

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners. In this episode, we talk to M...

Welcome to Clearway Capital Solutions’s new podcast series where we talk to some of the service providers that can assist in building a funds management business in Australia - including answering questions regarding operations.  Mantis Funds is an alternative fund platform that was established in 2020. Mantis specialises in building and operating Australian registered and wholesale feeder vehicle...