The Portfolio Construction Podcast

Apr 29, 2020

In this episode, Christopher Joye from Coolabah Capital​​ joins us to discuss the impact of COVID-19 on the Australian economy, including the potential damage to the GDP, current state of the fixed interest market and an outlook on Australian property.

Apr 21, 2020

In this episode, Hamish Douglass from Magellan​​ joins us to discuss the outlook of the global financial markets, including the impact of a global economic slowdown, potential geopolitical risks and tips for investors to navigate the current market...

Apr 14, 2020

In this episode, Roger Montgomery from Montgomery Investment Management joins us to discuss the current state of the Australian economy, including the impacts of a potential recession and Government stimulus-response, the present value of Australian equities and the winners and losers from a falling Australian...

Apr 7, 2020

In this episode, Sebastian Mullins from Schroders joins us to discuss the impact of COVID-19 on the global financial markets, including the likelihood of a recession, emerging investment opportunities and tips for investors to navigate the current economic uncertainty.