EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management
The Portfolio Construction Podcast
Release Date: 12/15/2021
EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management
The Portfolio Construction Podcast
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, is joined by Tim Van Klaveren, Head of Australian Fixed Income at UBS Asset Management. They discuss macroeconomic factors impacting fixed-income markets, including the global shift towards more accommodative monetary policy following a period of high inflation, the complexities of managing fixed-income portfolios in this environment, and the potential implications for various bond market segments. Van Klaveren offers his outlook on interest rate movements, and they discuss APRA's regulatory...
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EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.
The Portfolio Construction Podcast
The Indian economy is the fastest-growing major economy in the world. Driven by internal demand and a burgeoning middle class, India may offer an opportunity for investors. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Mugunthan Siva, Managing Director and Co-Founder of India Avenue Investment Management. Mugunthan shares his perspective on why he believes India is poised for continued growth, the factors driving corporate earnings, and the expanding investment opportunities in specific sectors like pharmaceuticals and real...
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EP 68: The new face of private equity - HarbourVest Partners
The Portfolio Construction Podcast
The private equity landscape is evolving, with companies staying private longer due to available growth capital, expanding access and investment opportunities in private markets. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Craig MacDonald, Managing Director of HarbourVest Partners Ireland. Craig shares his perspective on why he believes private equity consistently outperforms public markets, the growing interest from Australian investors, and the innovative structures of modern private equity funds. They also explore...
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EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management
The Portfolio Construction Podcast
Considering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility—so how do you navigate this space effectively? In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Richard Ivers and Mike Younger from Prime Value Asset Management to explore the strategic benefits of small cap investing. They share their insights on the current market, highlighting specific stocks that offer strong, long-term growth potential. They...
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Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors
The Portfolio Construction Podcast
In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides downside protection and potential upside. They also explore the resilience of the US economy, the impact of interest rates on global property markets, and emerging investment themes such as self-storage, senior housing, and residential real estate....
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EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management
The Portfolio Construction Podcast
As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity. They explore the strategic placement of private credit within a diverse portfolio, investor considerations regarding liquidity, and the sector’s key...
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EP 64: China's soft landing: fact or fiction? - Income Asset Management
The Portfolio Construction Podcast
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertainties and spotlights Craig’s perspective on China’s inflation trajectory and its potential impact on the Australian economy, the AUD, and portfolio construction, amid concerns over China’s real estate sector and escalating debt levels.
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EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management
The Portfolio Construction Podcast
For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, Emerging Markets at Northcape Capital, they discuss emerging markets and which ones have his attention this year and why, and those he’s avoiding in 2024.
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Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares
The Portfolio Construction Podcast
In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Australian dollar, equity and emerging markets, interest rates, and inflation. They discuss investment implications, key risks, and potential disruptions to the 2024/25 outlook, including effects on energy supply due to tensions in the Middle East, a...
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EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors
The Portfolio Construction Podcast
The resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global Natural Resources and Portfolio Manager at Janus Henderson Investors. They explore the vital role the global resource sector plays in our daily lives, with a focus on mining, energy, gold and agriculture. They examine the impact of various factors, including population growth and its effects...
info_outlineRetirees have traditionally relied on fixed interest and cash allocations in their portfolios to provide sufficient income for life. But the yield or the income return from these defensive asset classes has fallen significantly over the last decade, creating a disconnect between our understanding of income and the traditional risk/return theory.
The impact of COVID 19, the global economic slowdown and increased use of extraordinary monetary policies by central banks have further reduced returns from cash and fixed interest to the point where many cash rates and ten-year bond yields in developed countries now return a 0% or even a negative yield. These policies may have supported many weakened economies but have made it even more difficult for retirees drawing income streams to fund a large portion of their income needs by the yields on cash and fixed interest allocations.
In this episode, we discuss some of current strategies for generating sufficient income for life with Reece Birtles, Chief Investment Officer, Martin Currie Investment Management, and we address some of the challenges facing inflation, longevity risk and income sequencing risk.
More Information:
Franklin Templeton and their specialist investment managers Martin Currie, Western Asset and Brandywine Global have a number of investments available through Super Accelerator Plus and Wealth Accelerator Plus.
Super Accelerator Plus is a superannuation fund that provides access to a wide range of investments including several Franklin Templeton funds. See how you can purchase Franklin Templeton with your super here: http://ow.ly/BsB450HcKBk
Wealth Accelerator Plus is an all-in-one portfolio management and administration service with an extensive range of investment options and tax management tools. Learn more here: http://ow.ly/iSUQ50HcKCm
More information on Franklin Templeton's funds, including, commentary and performance, can be found here: http://ow.ly/KCiK50HbVo4