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...
Jun 1, 2023
In this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Franklin Templeton. Given the recent volatility in equity markets, Don provides his views, with an emphasis on growth stocks. He unpacks the impact of inflation on growth stock...
May 2, 2023
In this episode, Aaditya Thakur, Senior Vice President and Portfolio Manager at PIMCO, joins us to unpack the reasons why 2022 was such a challenging year for fixed interests and how this impacts 2023 and beyond. He explores inflation, recession risks, the implications of China reopening, as well as the...
Oct 10, 2022
With the end of most central bank's quantitative easing programs and the normalisation of cash rates, is now the time to buy bonds again and to increase duration positioning in portfolios?
Since central banks commenced explicitly targeting inflation in the mid 1980’s, cash rates and bond yields have fallen creating...