Apr 3, 2024
For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing.
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews...
Mar 12, 2024
In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue.
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about...
Jan 31, 2024
The resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources.
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global...
Jan 4, 2024
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates,...
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,...