The Portfolio Construction Podcast
The Portfolio Construction Podcast is hosted by Paul O'Connor, Netwealth's Head of Investment Management & Research. In each episode he interviews wealth management professionals about the investment areas they are most passionate about. Together they discuss potential opportunities, challenges and considerations in the market, while sharing stories and lessons from their experience.
Episodes
EP87: Can you take emotion out of investing? - Vinva
Systematic investing can sound like algorithms making the investment decisions. In reality, the ideas still start with people, while data and technology help test them, apply them consistently and support in reducing the influence of emotion. In this episode, join Morry from Vinva Investment Management to explore systematic investing in practice, from separating signal from noise to understanding
EP86: The new drivers of Private Equity returns - Neuberger Berman
For more than a decade, private equity benefited from a tailwind of low interest rates, cheaper leverage and expanding valuation multiples. According to Gabriel Ng, that environment has changed, and so has the private equity playbook. In this episode of the Portfolio Construction Podcast, Paul O'Connor sits down with Gabriel to explore what's driving private equity returns in today's market. They
EP85: Are we late to AI or right on time? - Global X
AI is overhyped - but are we actually early, not late? In this episode, Paul O'Connor sits down with Billy Leung from Global X to unpack why artificial intelligence may be less about hype and more about a multi‑year investment cycle. As the AI opportunity broadens, the challenge is capturing it without overloading on the same few stocks. Tune in to hear Billy's thoughts on: Why AI may still be
EP84: The rise of policy‑driven markets - Macquarie Asset Management
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Brett Lewthwaite to unpack how deglobalisation, rising policy intervention, and AI are combining to create a more volatile, policy‑driven market and to discuss why portfolios may not be positioned for it. Tune in to hear a discussion on: How the shift towards national self‑reliance is increasing market instability
EP83: Beyond borders: Why going global still matters in real estate
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Josh Scoville, Global Head of Research at Hines, to explore how global real estate markets are evolving and why property cycles are starting to turn after the 2025 low. Drawing on Hines' global research and frontline experience, the conversation examines how macro shifts, geopolitics and sector dynamics are reshaping
EP 82: The hidden risks of AI driven markets - BlackRock
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Mike McCorry, Chief Investment Officer of BlackRock Australia, to unpack how AI is becoming a dominant force shaping markets, and the risks this is creating for investors. Tune in to learn: Why the performance of a small group of AI‑heavy mega‑cap companies is now driving a disproportionate share of market returns
EP81: 2026 and beyond: Investing in a hype driven market - Antipodes
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Jacob Mitchell, CIO and founder of Antipodes, to explore how pragmatic value investing can cut through market hype. Tune in to learn: What pragmatic value really looks like in today's market and how to use industry‑level insights to help avoid value and growth traps Why AI adopters, not AI hype stocks, can offer mor
EP80: The power of investing in people - Scarcity Partners
In this episode, Paul O'Connor sits down with Matthew Webb, co-founder of Scarcity Partners, to unpack private equity's next frontier: GP staking. Discover how shifting from funds to backing managers is rewriting the growth game. Tune in to learn: Why backing businesses and leaders, not just individual funds, gives you exposure across all their investments, bypasses the J curve, and can unlock g
EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Management at Invesco Real Estate. Together, they unpack the forces reshaping global property portfolios - from retail's resurgence and shifting office dynamics to the rising demand for residential assets. The conversation explores strategies to divers
EP78: Credit's rise as the backbone of portfolio strength - Schroders Investment Management Australia Ltd
In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Helen Mason, Portfolio Manager at Schroders Investment Management Australia. Helen explores the real story behind Australia's credit markets and where change sparks new opportunities for advisers and investors. Get insight on: How APRA's phase-out of hybrids and the shift to Tier 2 capital are changing liq
EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors
In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies. The conversation explores: How China's leadership in renewable energy, shipbuilding, and electric vehicles is
EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors
In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a window into the world of global small caps, where 90% of listed companies live. Eric shares his thoughts on: How to spot value and avoid traps in a universe of 19,000 stocks, many of which they think are under-researched and mispriced. Why small cap
EP 75: Currency hedging, the AUD and managing USD exposure – Rochford Capital
When over 50% of a portfolio's offshore assets are USD-denominated, currency risk isn't just a theoretical issue—it can be a real drag on performance. In episode 75 of the Portfolio Construction Podcast Series, Paul O'Connor (Netwealth Head of Investment Management & Research) speaks with Tom Averill, Managing Director of Rochford Capital, about how investors can more effectively manage USD exposu
EP 74: The art of the short – Fidelity International
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Dmitry Solomakhin from Fidelity International. Dmitry unpacks the thinking behind Fidelity's Global Long Short Fund, which uses a contrarian value approach to invest in "unloved companies" they believe are mispriced. The discussion explores Dmitry's disciplined approach to shorting sto
Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Nathan Lim, Chief Investment Officer at Lonsec Investment Solutions. Nathan breaks down Lonsec's take on alternatives, explaining the difference between defensive and growth assets based on their volatility, while emphasising that volatility alone doesn't fully capture the strategy's n
EP 72: Global economic outlook and investment strategies for 2025 - Vanguard
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Matt Cho, Head of Multi-Asset Solutions at Vanguard Australia. Matt shares insights on Vanguard's recently released economic outlook for 2025, the performance of multi-asset products in 2024, and potential returns for various asset classes. They review the strong 2024 returns from inte
EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, is joined by Jolon Knight, an investment specialist from Hyperion Asset Management. They dive into the global equities market, exploring the opportunities Hyperion sees for investors. They discuss investing in "new world" businesses as opposed to "old world" businesses and how Hyperion
EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management
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
EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.
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 pers
EP 68: The new face of private equity - HarbourVest Partners
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 w
EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management
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 Manage
Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors
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 ex
EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management
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 transpa
EP 64: China's soft landing: fact or fiction? - Income Asset Management
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
EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management
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
Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares
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, interes
EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors
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 rol
EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates, and how they shape the global economic outlook and financial conditions. They also d
EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare
The healthcare industry is undergoing significant change due to increased demand from population growth, advancing medical services, and an ageing population, and as such healthcare real estate represents investment opportunities for some. In this podcast episode, Paul O'Connor, Head of Investments, Netwealth, interviews Andrew Hemming, the Managing Director of Centuria Healthcare. Andrew and Paul
EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management
In this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Management. Together they unpack China's economic outlook including its recent growth slowdown, policy stances, the global impact of China's recovery, the demographic trends challenging the country and the implications this has on investors and more.
EP 57: Explore the intricacies of emerging market equities - Fidelity International
In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including varying demographic, social, and evolving economic conditions. They also discuss potentially
EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group
Green bonds have gained attention due to their alignment with ESG goals, making them a key consideration for environmentally and socially conscious investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth and George Bishay, Head of Credit and Sustainable Strategies at Pendal Group delve into the universe of green bonds. Their discussion explores the role of gre
Ep 55: Private Markets: The new traditional asset class
In recent years, private markets have become more widely used and easier to access due to the rise of online platforms and increasingly sophisticated investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Roberto Cagnati, Chief Risk Officer at Partners Group, discuss the advantages of private markets compared to listed markets, including private equity,
EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton
In this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Franklin Templeton. Given the recent volatility in equity markets, Don provides his views, with an emphasis on growth stocks. He unpacks the impact of inflation on growth stock valuations and identifies potential opportunities for long-term investors. He
EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management
In this episode, Aaditya Thakur, Senior Vice President and Portfolio Manager at PIMCO, joins us to unpack the reasons why 2022 was such a challenging year for fixed interests and how this impacts 2023 and beyond. He explores inflation, recession risks, the implications of China reopening, as well as the positive developments in the market and what this means for fixed interests and investors const
EP 52: Is it time to buy bonds? Russell Investments
With the end of most central bank's quantitative easing programs and the normalisation of cash rates, is now the time to buy bonds again and to increase duration positioning in portfolios? Since central banks commenced explicitly targeting inflation in the mid 1980's, cash rates and bond yields have fallen creating an environment where fixed interest portfolios have been predominantly long bonds b
EP 51: Investing in the transition to net zero - Janus Henderson
As the world moves to net zero emissions, natural resources companies will be crucial in facilitating the production and development of renewable, and low carbon energy sources. In this episode, Tim Gerrard, Portfolio Manager at Janus Henderson, shares his investment strategy for net zero emissions and provides some examples of 'traditional' resource companies and the positive steps they are takin
EP 50: Rising interest rates and the return of Australia's two-speed economy - WaveStone Capital
The resilience of Australia's economy is about to be tested with strong commodity prices providing some insulation as the RBA becomes increasingly hawkish. WaveStone Capital's Portfolio Manager Catherine Allfrey joins the show to discusses the divergent paths for resources, financials and industrials and the opportunities available to investors as the interest rate cycle normalises.
EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management
2022 has finally seen a surge in inflation across developed countries and the big question now is whether this is structural or more transitory. In this episode, we chat with Brett Lewthwaite, Senior Managing Director, Chief Investment Officer, and Global Head of Fixed Income at Macquarie Asset Management, to discuss supply shocks, the changing role of central banks and what it all means for bond
EP 48: Finding investment opportunities in local markets - First Sentier Investors
Investor concerns about inflation and rising interest rates are likely exacerbating selloffs and volatility in certain segments of the Australian share market. In this episode, Dushko Bajic, Head of Australian Equities Growth at First Sentier Investors unpacks some of the risks ahead and shares some potential investment opportunities for investors.
EP 47: Asset allocations strategies for inflationary markets - Blackrock
The pandemic, geopolitical tensions, and international conflicts have disrupted supply chains and have led to unprecedented monetary policies, the full effects of which we are now learning to navigate. In this episode, we hear from Uwe Helmes, Investment Strategies at Blackrock, as he discusses the many nuances of inflation, BlackRock's recently completed annual Capital Market Assumptions which lo
EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital
Equity markets have had a great run over the last decade and have provided investors with very strong returns. But now risk globally has risen due to the tragedy of events unfolding in Ukraine, increased Western countries' tensions with China, and the recent spike in inflation. In this episode of the podcast, Jeff Mueller, a former US Marine, and a co-portfolio manager of the Global Growth Fund a
EP 45: Global equities: Finding sustainable competitive advantages - Intermede
In this episode, Paul is joined by Chris Smith, Portfolio Manager at Intermede Investment Partners, to discuss some of the opportunities and challenges facing global equity markets. With markets being at all-time highs, Paul and Chris address rising inflation concerns, geopolitical risks, emerging markets, ESG, and the importance of finding companies with a demonstrated sustainable competitive adv
EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management
Retirees 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 slowdow
EP 43: The evolution of ESG investment strategies - Russell Investments
Interest in Environmental, Social and Governance investment strategies has grown significantly over the last three year as more investors look for long-term sustainable growth that is align to their personal values. However, the management of ESG strategies varies significantly from active and passive strategies to negative and positive screens. In this episode, we break down the global trends in
EP 42: Growth and income opportunities with AREITs - CBRE Investment Management
Australian Real Estate Investment Trusts (AREITs) have been one the biggest beneficiaries of the changing economy over the last 12 months. In this episode, we chat with Justin Pica, Regional Portfolio Manager at CBRE Investment Management, to discuss the future of the office sector, the advent of online shopping, the rise of inflation, and active management. We also explore upcoming challenges and
EP 41: Generating income and capital growth with unlisted infrastructure - AMP Capital
Accessing unlisted infrastructure, like airports and toll roads, can be challenging due to the large capital outlay required. In this episode, we chat with Rory Shapiro, Associate Director at AMP Capital, to explore how investors can generate cashflow with less volatility using unlisted infrastructure. Learn how infrastructure responds to rising inflation and discover the outlook and emerging oppo
Ep 40: Investing in the global leaders of tomorrow - Fidelity
In this episode, we explore the factors driving performance in the global small and mid cap sector and its future outlook with James Abela and Maroun Younes from Fidelity. Discover the opportunities outside of Australia and why more investors should consider a global small and mid cap strategy.
Ep 39: Is this time different for bonds? - Schroders
Bond markets are adjusting after yields moved sharply higher in the first quarter of 2021. Schroders Fund Manager Kellie Wood explores the trends set to shape markets in 2021, and explains why she believes the repricing of bonds represents a healthy reset.
Ep 38: Dynamic asset allocations in volatile times - First Sentier
Kej Somaia, Co-Head of Multi-asset Solutions at First Sentier, outlines the importance of dynamic multi-asset portfolios when investing. We discuss inflation, bond yields, active vs passive strategies, and ethical investing. Kej also shares his thoughts on the next 10 year returns for fixed income and equities given the strong returns of the last decade.
Ep 37: Global property opportunities for income focused investors - APN Property
Mark Mazzerella, Portfolio Manager at APN Property Group, provides the key attractions of global property REITs for income focused investors, and the unique opportunities presented by the recent pandemic.
Ep 36: Stability in volatility with convertible bonds - Lazard
Arnaud Brillois, Managing Director and Portfolio Manager/Analyst on the Lazard Global Convertibles team, shares his knowledge on convertible bonds and how they differ from vanilla equity or debt. Learn about the benefits of convexity, and how you can protect your investment portfolio from volatility.
Ep 35: Generating income with a multi-sector fixed income strategy - Neuberger Berman
Adam Grotzinger, Managing Director and Senior Portfolio Manager at Neuberger Berman, provides his outlook for 2021, why he is bullish on US and global trends, and how we could be expecting the strongest growth years since the pre-GFC era. Adam outlines some current market opportunities for investors wanting a regular and durable income whilst sharing his insights into the current low interest envi
Ep 34: Market outlook and investment opportunities for 2021 - Montgomery Investment
In this episode, Roger Montgomery, Founder and CIO at Montgomery Investment Management joins us to discuss the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.
Ep 33: What will global markets have in store for investors in 2021 - Perpetual
In this episode, Matt Sherwood, Head of Investment Strategy at Perpetual joins us discuss the outlook for the Australian and global economy, the potential impact of broadening import bans in China and how investors can generate positive returns in risk markets.
Ep 32: The investment opportunities in global mid & small-cap equities - Fairlight
In this episode, Nicholas Cregan, Portfolio Manager and Partner at Fairlight Asset Management joins us to discuss the recent performance and outlook for global mid and small-cap equities, how they differ from Australian equities and why more investors should consider a global mid and small-cap strategy in their portfolio.
Ep 31: Global and Australian market outlook with David Bassanese - BetaShares
In this episode, David Bassanese, Chief Economist at BetaShares joins us to discuss the potential impact of the US election on global markets, how China's trade restrictions might impact the Australian economy, the opportunities for investors in value investing and an outlook for Australian equities.
Ep 30: Market outlook and opportunities for investors in Australian equities - Pengana
In this episode, Rhett Kessler, Fund Manager of Pengana's Australian Equities Fund joins us to discuss the recent performance of Australian equities, what to expect from the sector in 2021 and where investors might look for opportunities in the current environment.
Ep 29: The role of fixed interest strategies in an ultra-low rate environment - Ardea
In this episode, Dr Laura Ryan, Head of Research at Ardea joins us to discuss fixed interest and specifically whether duration strategies can still provide diversification in portfolios in the current ultra-low interest rate environment.
Ep 28: Building a fixed interest portfolio while meeting your ESG goals - Dimensional
In this episode, Marlena Lee, Head of Investment Solutions at Dimensional joins us to discuss the role that environment, social and governance (ESG) investing can play when building a fixed interest portfolio and why investors shouldn't have to sacrifice returns to meet their ethical objectives. Marlena also shares her views on how the markets might react to the upcoming US Presidential election.
Ep 27: Why now might be time to reconsider the role of value investing - Orbis Australia
In this episode, Dr Graeme Shaw, Director of Orbis Australia joins us to share his experiences from the last two decades as a contrarian investor, why investors should look towards value stocks over high-growth and what investors might expect to see in the market from a pandemic driven recession.
Ep 26: How the coronavirus shock will reshape the global investment landscape - BlackRock
In this episode, Ben Powell, Chief Investment Strategist, APAC at BlackRock, joins us to analyse the trends from BlackRock's 2020 midyear global outlook, which includes the steps to restarting the global economy, the future economic impacts of blurred monetary and fiscal policies and the acceleration towards sustainable investing.
Ep 25: What is driving increasing company valuations and will it last? - T.Rowe Price
In this episode, Scott Berg, Portfolio Manager for the T.Rowe Price Global Equity Fund, joins us to discuss the recent performance and outlook of global equities, the role of value and growth stocks in your portfolio and the current factors driving company valuations. Scott also shares his views on the rising geopolitical risks between China and the US and his investment philosophy for navigating
Ep 24: Have Governments and central banks done enough to prevent a deep global recession? - PIMCO
In this episode, Brian Leach, Credit Strategist at PIMCO joins us to discuss the impact of fiscal and monetary measures issued by Governments and central banks and whether enough has been done to avoid a deep global recession. Brian also shares his views on the current performance of the fixed income markets, and what investors can do to positions their portfolios going forward.
Ep 23: Weekly review of COVID-19 on the global financial markets - AMP Capital
In this episode, Phillip Hudak and Matt Griffin from AMP Capital joins us to discuss the performance and outlook of the Australian small caps sector. Our conversation covers the sector's performance since the COVID-19 outbreak, how they have managed market volatility, the biggest opportunities they see in the sector and their tips for investors to manage the current market uncertainty.
Ep 22: The rise of Environmental, Social and Governance (ESG) investing - Ausbil
In this episode, Måns Carlsson-Sweeny from Ausbil joins us to discuss the latest trends in Environmental, Social and Governance (ESG) investing. Our conversation covers how to make ethical investment choices using ESG research, how rising geopolitical risks may impact ethical investing, the effect of the modern slavery act in developing nations and his investment tips for navigating the current ma
Ep 21: Weekly review of COVID-19 on the global financial markets - Nikko Asset Management
In this episode, Chris Rands from Nikko Asset Management joins us to discuss the impact of COVID-19 on the Australian economy, including the expected impact of the Federal Government's fiscal response on economic growth, the potential impact of geopolitical risks and what the Australian economy might look like post-COVID-19.
Ep 20: Weekly review of COVID-19 on the global financial markets - Ausbil
In this episode, Tobias Bucks from Ausbil joins us discuss the impact of COVID-19 on the Australian and global economies, including the recent performance of global small-caps, the companies performing well during the current crisis, emerging ESG trends and his investment philosophy for navigating the current market uncertainty.
Ep 19: Weekly review of COVID-19 on the global financial markets - Russell Investments
In this episode, Alex Cousley from Russell Investments joins us discuss the impact of COVID-19 on the Australian and global economies, including the spread of the virus around the world, the impacts of a worldwide recession, rising geopolitical tensions between the US and China, the companies best placed to withstand an economic slowdown and his investment philosophy for navigating the current mar
Ep 18: Weekly review of COVID-19 on the global financial markets - AllianceBernstein
In this episode, Roy Maslen from AllianceBernstein joins us to discuss the impact of COVID-19 on the Australian economy, including the financial implications of the Government's isolation policies, what sectors are presenting investment opportunities for investors and his tips for navigating the current market uncertainty.
Ep 17: Weekly review of COVID-19 on the global financial markets - Coolabah Capital
In this episode, Christopher Joye from Coolabah Capital joins us to discuss the impact of COVID-19 on the Australian economy, including the potential damage to the GDP, current state of the fixed interest market and an outlook on Australian property.
Ep 16: Weekly review of COVID-19 on the global financial markets - Magellan
In this episode, Hamish Douglass from Magellan joins us to discuss the outlook of the global financial markets, including the impact of a global economic slowdown, potential geopolitical risks and tips for investors to navigate the current market volatility.
Ep 15: Weekly review of COVID-19 on the global financial markets - Roger Montgomery
In this episode, Roger Montgomery from Montgomery Investment Management joins us to discuss the current state of the Australian economy, including the impacts of a potential recession and Government stimulus-response, the present value of Australian equities and the winners and losers from a falling Australian dollar.
Ep 14: Weekly review of COVID-19 on the global financial markets - Schroders
In this episode, Sebastian Mullins from Schroders joins us to discuss the impact of COVID-19 on the global financial markets, including the likelihood of a recession, emerging investment opportunities and tips for investors to navigate the current economic uncertainty.
Ep 13: 2020 economic outlook with Roger Montgomery
Hear Roger Montgomery's views on the S&P/ASX 200 for the year ahead, impacts of a potentially slowing Australian economy and the advantages of a flexible investment strategy across sector, size and equity.
Ep 11: Investing for retirement
Discover investment strategies to help you build your retirement savings, and learn superannuation mistakes to avoid from John Owen, portfolio specialist at NAB Asset Management.
Ep 10: Finding opportunities in the Australian market
Charlie Lanchester, Fund manager at Blackrock, joins the show to provide his outlook for the Australian market and to discuss where he thinks Australian investors can find opportunities close to home.
Ep 9: How to find value
Everyone wants a bargain - but not everyone knows how to find one. Garry Laurence from Perpetual Investments joins the show to discuss how investors can look for value in the market.
Ep 8: Identifying quality small cap stocks
Small cap stocks are often associated with risk, but with the right research they can result in significant returns. Learn the four attributes to look for when identifying quality small cap stocks from Michelle Lopez, Head of Australian Equities at Aberdeen. She also shares some stock stories and also gives her thoughts on the current macro-economic conditions.
Ep 7: Building a concentrated portfolio
How can you create a successful portfolio with a small number of securities? Don Huber, portfolio manager at Franklin Templeton, joins the show to discuss how his team builds effective and diversified concentrated portfolios.
