Turning Points by Clearway Capital Solutions
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.
Podcasting since 2022 • 18 episodes
Turning Points by Clearway Capital Solutions
Latest Episodes
Turning Points interviews Andrew Hunt from Andrew Hunt Economics
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 Law...
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Season 5
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Episode 4
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25:40
Turning Points interviews Ben Dear, Chief Executive Officer from Osmosis Investment Management
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 exp...
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Season 5
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Episode 3
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50:14
Turning Points interviews Sean Taylor, Chief Investment Officer from Matthews
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...
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Season 5
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Episode 2
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40:00
Turning Points interviews Ned Oakley, Head of Absolute Returns and PM from Shenkman Capital
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...
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Season 5
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Episode 1
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24:38
Turning Points interviews Vivek Tanneeru, Portfolio Manager, Portfolio Manager from Matthews
Listen to how an active, research-based fundamental approach can facilitate very long-term active stock positions in relatively inefficient marketsWelcome to Turning Points, Clearway Capital Solutions’ podcast series, where we ta...
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Season 4
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Episode 3
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22:00
