Jun 12, 2025
When over 50% of a portfolio’s offshore assets are USD-denominated, currency risk isn’t just a theoretical issue—it can be a real drag on performance.
In episode 75 of the Portfolio Construction Podcast Series, Paul O’Connor (Netwealth Head of Investment Management & Research) speaks with Tom Averill, Managing...
May 19, 2025
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Dmitry Solomakhin from Fidelity International. Dmitry unpacks the thinking behind Fidelity’s Global Long Short Fund, which uses a contrarian value approach to invest in "unloved companies" they believe...
Apr 14, 2025
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Nathan Lim, Chief Investment Officer at Lonsec Investment Solutions. Nathan breaks down Lonsec's take on alternatives, explaining the difference between defensive and growth assets based on...
Mar 3, 2025
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Matt Cho, Head of Multi-Asset Solutions at Vanguard Australia. Matt shares insights on Vanguard's recently released economic outlook for 2025, the performance of multi-asset products in 2024, and potential...
EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
Jan 21, 2025
In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, is joined by Jolon Knight, an investment specialist from Hyperion Asset Management. They dive into the global equities market, exploring the opportunities Hyperion sees for investors.
They discuss investing...