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The Portfolio Construction Podcast

Nov 28, 2023

The healthcare industry is undergoing significant change due to increased demand from population growth, advancing medical services, and an ageing population, and as such healthcare real estate represents investment opportunities for some.

In this podcast episode, Paul O'Connor, Head of Investments, Netwealth,...


Oct 30, 2023

In this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Management. Together they unpack China’s economic outlook including its recent growth slowdown, policy stances, the global impact of China's recovery, the demographic...


Sep 22, 2023

In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including...


Aug 11, 2023

Green bonds have gained attention due to their alignment with ESG goals, making them a key consideration for environmentally and socially conscious investors.

In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth and George Bishay, Head of Credit and Sustainable Strategies at Pendal...


Jul 7, 2023

In recent years, private markets have become more widely used and easier to access due to the rise of online platforms and increasingly sophisticated investors.

In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Roberto Cagnati, Chief Risk Officer at Partners Group, discuss...