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The Portfolio Construction Podcast
Netwealth Investments Limited
78 episodes
3 days ago
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.
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Investing
Business
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All content for The Portfolio Construction Podcast is the property of Netwealth Investments Limited and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (20/78)
The Portfolio Construction Podcast
EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate
6 days ago
37 minutes 46 seconds

The Portfolio Construction Podcast
EP78: Credit's rise as the backbone of portfolio strength - Schroders Investment Management Australia Ltd
4 weeks ago
37 minutes 59 seconds

The Portfolio Construction Podcast
EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors
2 months ago
42 minutes 27 seconds

The Portfolio Construction Podcast
EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors
3 months ago
44 minutes 51 seconds

The Portfolio Construction Podcast
EP 75: Currency hedging, the AUD and managing USD exposure – Rochford Capital
4 months ago
33 minutes 17 seconds

The Portfolio Construction Podcast
EP 74: The art of the short – Fidelity International
5 months ago
30 minutes 16 seconds

The Portfolio Construction Podcast
Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec
6 months ago
36 minutes 20 seconds

The Portfolio Construction Podcast
EP 72: Global economic outlook and investment strategies for 2025 - Vanguard
8 months ago
40 minutes 14 seconds

The Portfolio Construction Podcast
EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
9 months ago
34 minutes 1 second

The Portfolio Construction Podcast
EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management
11 months ago
36 minutes 56 seconds

The Portfolio Construction Podcast
EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.
1 year ago
36 minutes 49 seconds

The Portfolio Construction Podcast
EP 68: The new face of private equity - HarbourVest Partners
1 year ago
46 minutes 46 seconds

The Portfolio Construction Podcast
EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management
1 year ago
38 minutes 2 seconds

The Portfolio Construction Podcast
Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors
1 year ago
56 minutes 42 seconds

The Portfolio Construction Podcast
EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management
1 year ago
44 minutes 50 seconds

The Portfolio Construction Podcast
EP 64: China's soft landing: fact or fiction? - Income Asset Management
1 year ago
41 minutes 17 seconds

The Portfolio Construction Podcast
EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management
1 year ago
44 minutes 21 seconds

The Portfolio Construction Podcast
Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares
1 year ago
31 minutes 29 seconds

The Portfolio Construction Podcast
EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors
1 year ago
41 minutes 52 seconds

The Portfolio Construction Podcast
EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management
1 year ago
41 minutes 45 seconds

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.