Cover image of The Portfolio Construction Podcast

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 ar... Read more

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EP 57: Exploring green bonds and their impact on ESG strategies - Pendal Group

EP 57: 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 environment... Read more

11 Aug 2023

34mins

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Ep 55: Private Markets: The new traditional asset class

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 a... Read more

7 Jul 2023

28mins

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EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton

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EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management

EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management

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EP 52: Is it time to buy bonds? Russell Investments

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... Read more

10 Oct 2022

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EP 51: Investing in the transition to net zero - Janus Henderson

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... Read more

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EP 50: Rising interest rates and the return of Australia’s two-speed economy - WaveStone Capital

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The resilience of Australia’s economy is about to be tested with strong commodity prices providing some insulation as th... Read more

15 Jul 2022

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EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management

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 struct... Read more

9 Jun 2022

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EP 48: Finding investment opportunities in local markets - First Sentier Investors

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 s... Read more

12 May 2022

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EP 47: Asset allocations strategies for inflationary markets - Blackrock

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