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...
Jul 8, 2024
In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below...
Jun 5, 2024
As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives...
May 2, 2024
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This...