The Portfolio Construction Podcast
By Netwealth Investments Limited
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Category: Investing
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Subscribers: 17
Reviews: 0
Episodes: 83
Description
In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about.
Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience.
We hope you enjoy the unique perspectives.
| Episode | Date |
|---|---|
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EP84: The rise of policy‑driven markets - Macquarie Asset Management
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May 15, 2026 |
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EP83: Beyond borders: Why going global still matters in real estate
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Apr 10, 2026 |
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EP 82: The hidden risks of AI driven markets - BlackRock
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Mar 13, 2026 |
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EP81: 2026 and beyond: Investing in a hype driven market - Antipodes
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Feb 06, 2026 |
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EP80: The power of investing in people - Scarcity Partners
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Dec 10, 2025 |
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EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate
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Oct 31, 2025 |
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EP78: Credit's rise as the backbone of portfolio strength - Schroders Investment Management Australia Ltd
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Oct 08, 2025 |
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EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors
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Sep 05, 2025 |
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EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors
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Jul 24, 2025 |
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EP 75: Currency hedging, the AUD and managing USD exposure – Rochford Capital
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Jun 12, 2025 |
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EP 74: The art of the short – Fidelity International
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May 19, 2025 |
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Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec
|
Apr 14, 2025 |
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EP 72: Global economic outlook and investment strategies for 2025 - Vanguard
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Mar 03, 2025 |
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EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
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Jan 21, 2025 |
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EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management
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Dec 10, 2024 |
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EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.
|
Oct 25, 2024 |
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EP 68: The new face of private equity - HarbourVest Partners
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Sep 23, 2024 |
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EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management
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Aug 16, 2024 |
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Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors
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Jul 08, 2024 |
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EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management
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Jun 05, 2024 |
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EP 64: China's soft landing: fact or fiction? - Income Asset Management
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May 02, 2024 |
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EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management
|
Apr 03, 2024 |
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Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares
|
Mar 12, 2024 |
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EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors
|
Jan 31, 2024 |
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EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management
|
Jan 04, 2024 |
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EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare
|
Nov 28, 2023 |
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EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management
|
Oct 30, 2023 |
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EP 57: Explore the intricacies of emerging market equities - Fidelity International
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Sep 22, 2023 |
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EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group
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Aug 11, 2023 |
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Ep 55: Private Markets: The new traditional asset class
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Jul 07, 2023 |
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EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton
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Jun 01, 2023 |
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EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management
|
May 02, 2023 |
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EP 52: Is it time to buy bonds? Russell Investments
|
Oct 10, 2022 |
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EP 51: Investing in the transition to net zero - Janus Henderson
|
Aug 22, 2022 |
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EP 50: Rising interest rates and the return of Australia's two-speed economy - WaveStone Capital
|
Jul 15, 2022 |
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EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management
|
Jun 09, 2022 |
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EP 48: Finding investment opportunities in local markets - First Sentier Investors
|
May 12, 2022 |
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EP 47: Asset allocations strategies for inflationary markets - Blackrock
|
Apr 22, 2022 |
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EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital
|
Mar 11, 2022 |
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EP 45: Global equities: Finding sustainable competitive advantages - Intermede
|
Jan 12, 2022 |
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EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management
|
Dec 15, 2021 |
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EP 43: The evolution of ESG investment strategies - Russell Investments
|
Nov 17, 2021 |
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EP 42: Growth and income opportunities with AREITs - CBRE Investment Management
|
Oct 25, 2021 |
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EP 41: Generating income and capital growth with unlisted infrastructure - AMP Capital
|
Sep 14, 2021 |
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Ep 40: Investing in the global leaders of tomorrow - Fidelity
|
Aug 06, 2021 |
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Ep 39: Is this time different for bonds? - Schroders
|
Jun 09, 2021 |
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Ep 38: Dynamic asset allocations in volatile times - First Sentier
|
May 18, 2021 |
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Ep 37: Global property opportunities for income focused investors - APN Property
|
Apr 13, 2021 |
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Ep 36: Stability in volatility with convertible bonds - Lazard
|
Mar 24, 2021 |
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Ep 35: Generating income with a multi-sector fixed income strategy - Neuberger Berman
|
Mar 04, 2021 |
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Ep 34: Market outlook and investment opportunities for 2021 - Montgomery Investment
|
Feb 17, 2021 |
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Ep 33: What will global markets have in store for investors in 2021 - Perpetual
|
Dec 17, 2020 |
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Ep 32: The investment opportunities in global mid & small-cap equities - Fairlight
|
Dec 03, 2020 |
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Ep 31: Global and Australian market outlook with David Bassanese - BetaShares
|
Nov 25, 2020 |
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Ep 30: Market outlook and opportunities for investors in Australian equities - Pengana
|
Nov 10, 2020 |
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Ep 29: The role of fixed interest strategies in an ultra-low rate environment - Ardea
|
Oct 22, 2020 |
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Ep 28: Building a fixed interest portfolio while meeting your ESG goals - Dimensional
|
Oct 05, 2020 |
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Ep 27: Why now might be time to reconsider the role of value investing - Orbis Australia
|
Sep 22, 2020 |
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Ep 26: How the coronavirus shock will reshape the global investment landscape - BlackRock
|
Sep 07, 2020 |
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Ep 25: What is driving increasing company valuations and will it last? - T.Rowe Price
|
Jul 14, 2020 |
|
Ep 24: Have Governments and central banks done enough to prevent a deep global recession? - PIMCO
|
Jun 26, 2020 |
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Ep 23: Weekly review of COVID-19 on the global financial markets - AMP Capital
|
Jun 11, 2020 |
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Ep 22: The rise of Environmental, Social and Governance (ESG) investing - Ausbil
|
Jun 04, 2020 |
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Ep 21: Weekly review of COVID-19 on the global financial markets - Nikko Asset Management
|
May 26, 2020 |
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Ep 20: Weekly review of COVID-19 on the global financial markets - Ausbil
|
May 19, 2020 |
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Ep 19: Weekly review of COVID-19 on the global financial markets - Russell Investments
|
May 12, 2020 |
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Ep 18: Weekly review of COVID-19 on the global financial markets - AllianceBernstein
|
May 05, 2020 |
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Ep 17: Weekly review of COVID-19 on the global financial markets - Coolabah Capital
|
Apr 29, 2020 |
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Ep 16: Weekly review of COVID-19 on the global financial markets - Magellan
|
Apr 21, 2020 |
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Ep 15: Weekly review of COVID-19 on the global financial markets - Roger Montgomery
|
Apr 14, 2020 |
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Ep 14: Weekly review of COVID-19 on the global financial markets - Schroders
|
Apr 07, 2020 |
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Ep 13: 2020 economic outlook with Roger Montgomery
|
Mar 15, 2020 |
|
Ep 11: Investing for retirement
|
Nov 04, 2019 |
|
Ep 10: Finding opportunities in the Australian market
|
Aug 07, 2019 |
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Ep 9: How to find value
|
Jul 18, 2019 |
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Ep 8: Identifying quality small cap stocks
|
Jun 13, 2019 |
|
Ep 7: Building a concentrated portfolio
|
Mar 27, 2019 |
|
Ep 6: 2019 investment forecast with Roger Montgomery
|
Feb 25, 2019 |
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Ep 5: Investing in a late-cycle market
|
Jan 10, 2019 |
|
Ep 4: Strengthening your portfolio with infrastructure
|
Dec 05, 2018 |
|
Ep 3: Exploring Exchange-Traded Funds
|
Oct 29, 2018 |
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Ep 2: Preparing your portfolio for the long-term
|
Oct 29, 2018 |
|
Ep 1: What to look for in emerging markets
|
Oct 29, 2018 |