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The Portfolio Construction Podcast

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.

info_outline EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management 12/10/2024
info_outline EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management. 10/25/2024
info_outline EP 68: The new face of private equity - HarbourVest Partners 09/23/2024
info_outline EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management 08/16/2024
info_outline Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors 07/08/2024
info_outline EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management 06/05/2024
info_outline EP 64: China's soft landing: fact or fiction? - Income Asset Management 05/02/2024
info_outline EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management 04/03/2024
info_outline Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares 03/12/2024
info_outline EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors 01/31/2024
info_outline EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management 01/04/2024
info_outline EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare 11/28/2023
info_outline EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management 10/30/2023
info_outline EP 57: Explore the intricacies of emerging market equities - Fidelity International 09/22/2023
info_outline EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group 08/11/2023
info_outline Ep 55: Private Markets: The new traditional asset class 07/07/2023
info_outline EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton 06/01/2023
info_outline EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management 05/02/2023
info_outline EP 52: Is it time to buy bonds? Russell Investments 10/10/2022
info_outline EP 51: Investing in the transition to net zero - Janus Henderson 08/22/2022
info_outline EP 50: Rising interest rates and the return of Australia’s two-speed economy - WaveStone Capital 07/15/2022
info_outline EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management 06/09/2022
info_outline EP 48: Finding investment opportunities in local markets - First Sentier Investors 05/12/2022
info_outline EP 47: Asset allocations strategies for inflationary markets - Blackrock 04/22/2022
info_outline EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital 03/11/2022
info_outline EP 45: Global equities: Finding sustainable competitive advantages - Intermede 01/12/2022
info_outline EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management 12/15/2021
info_outline EP 43: The evolution of ESG investment strategies - Russell Investments 11/17/2021
info_outline EP 42: Growth and income opportunities with AREITs - CBRE Investment Management 10/25/2021
info_outline EP 41: Generating income and capital growth with unlisted infrastructure - AMP Capital 09/14/2021
 
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