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

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EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management 04/01/2024
EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare 28/11/2023
EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management 30/10/2023
EP 57: Explore the intricacies of emerging market equities - Fidelity International 22/09/2023
EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group 11/08/2023
Ep 55: Private Markets: The new traditional asset class 07/07/2023
EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton 01/06/2023
EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management 02/05/2023
EP 52: Is it time to buy bonds? Russell Investments 10/10/2022
EP 51: Investing in the transition to net zero - Janus Henderson 22/08/2022
EP 50: Rising interest rates and the return of Australia's two-speed economy - WaveStone Capital 15/07/2022
EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management 09/06/2022
EP 48: Finding investment opportunities in local markets - First Sentier Investors 12/05/2022
EP 47: Asset allocations strategies for inflationary markets - Blackrock 22/04/2022
EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital 11/03/2022
EP 45: Global equities: Finding sustainable competitive advantages - Intermede 12/01/2022
EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management 15/12/2021
EP 43: The evolution of ESG investment strategies - Russell Investments 17/11/2021
EP 42: Growth and income opportunities with AREITs - CBRE Investment Management 25/10/2021
EP 41: Generating income and capital growth with unlisted infrastructure - AMP Capital 14/09/2021
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