EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
Jan 21, 2025
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...
Dec 10, 2024
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...
Oct 25, 2024
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...
Sep 23, 2024
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,...
Aug 16, 2024
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...