Apr 10, 2026
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,...
Mar 13, 2026
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:
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Why the performance of a small group of...
Feb 6, 2026
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...
Dec 10, 2025
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.
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Why backing businesses and leaders, not just individual funds,...
Oct 31, 2025
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...