The Portfolio Construction Podcast

The Portfolio Construction Podcast

Por: Netwealth Investments Limited
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.
79 episodios disponibles

Latest episodes of the podcast The Portfolio Construction Podcast

EP80: The power of investing in people - Scarcity Partners 10/12/2025
EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate 31/10/2025
EP78: Credit's rise as the backbone of portfolio strength - Schroders Investment Management Australia Ltd 08/10/2025
EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors 05/09/2025
EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors 24/07/2025
EP 75: Currency hedging, the AUD and managing USD exposure – Rochford Capital 12/06/2025
EP 74: The art of the short – Fidelity International 19/05/2025
Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec 14/04/2025
EP 72: Global economic outlook and investment strategies for 2025 - Vanguard 03/03/2025
EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion 21/01/2025
EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management 10/12/2024
EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management. 25/10/2024
EP 68: The new face of private equity - HarbourVest Partners 23/09/2024
EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management 16/08/2024
Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors 08/07/2024
EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management 05/06/2024
EP 64: China's soft landing: fact or fiction? - Income Asset Management 02/05/2024
EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management 03/04/2024
Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares 12/03/2024
EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors 31/01/2024
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