The Portfolio Construction Podcast
BookmarkNetwealth Investments Limited
The Portfolio Construction Podcast is a business podcast hosted by Netwealth Investments Limited. It has 81 episodes, with the latest published March 2026.
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.
business ·en ·81 episodes
EP83: Beyond borders: Why going global still matters in real estate
EP 82: The hidden risks of AI driven markets - BlackRock
EP81: 2026 and beyond: Investing in a hype driven market - Antipodes
EP80: The power of investing in people - Scarcity Partners
EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate
EP78: Credit's rise as the backbone of portfolio strength - Schroders Investment Management Australia Ltd
EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors
EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors
EP 75: Currency hedging, the AUD and managing USD exposure – Rochford Capital
EP 74: The art of the short – Fidelity International
Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec
EP 72: Global economic outlook and investment strategies for 2025 - Vanguard
EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management
EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.
EP 68: The new face of private equity - HarbourVest Partners
EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management
Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors
EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management
EP 64: China's soft landing: fact or fiction? - Income Asset Management
EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management
Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares
EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors
EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management
EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare
EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management
EP 57: Explore the intricacies of emerging market equities - Fidelity International
EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group
Ep 55: Private Markets: The new traditional asset class
EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton
EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management
EP 52: Is it time to buy bonds? Russell Investments
EP 51: Investing in the transition to net zero - Janus Henderson
EP 50: Rising interest rates and the return of Australia's two-speed economy - WaveStone Capital
EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management
EP 48: Finding investment opportunities in local markets - First Sentier Investors
EP 47: Asset allocations strategies for inflationary markets - Blackrock
EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital
EP 45: Global equities: Finding sustainable competitive advantages - Intermede
EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management
EP 43: The evolution of ESG investment strategies - Russell Investments
EP 42: Growth and income opportunities with AREITs - CBRE Investment Management
EP 41: Generating income and capital growth with unlisted infrastructure - AMP Capital
Ep 40: Investing in the global leaders of tomorrow - Fidelity
Ep 39: Is this time different for bonds? - Schroders
Ep 38: Dynamic asset allocations in volatile times - First Sentier
Ep 37: Global property opportunities for income focused investors - APN Property
Ep 36: Stability in volatility with convertible bonds - Lazard
Ep 35: Generating income with a multi-sector fixed income strategy - Neuberger Berman
Ep 34: Market outlook and investment opportunities for 2021 - Montgomery Investment
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