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The Portfolio Construction Podcast

Apr 13, 2021

Mark Mazzerella, Portfolio Manager at APN Property Group, provides the key attractions of global property REITs for income focused investors, and the unique opportunities presented by the recent pandemic.

Mar 24, 2021

Arnaud Brillois, Managing Director and Portfolio Manager/Analyst on the Lazard Global Convertibles team, shares his knowledge on convertible bonds and how they differ from vanilla equity or debt. Learn about the benefits of convexity, and how you can protect your investment portfolio from volatility. 

Mar 4, 2021

Adam Grotzinger, Managing Director and Senior Portfolio Manager at Neuberger Berman, provides his outlook for 2021, why he is bullish on US and global trends, and how we could be expecting the strongest growth years since the pre-GFC era. Adam outlines some current market opportunities for investors wanting a regular...

Feb 17, 2021

In this episode, Roger Montgomery, Founder and CIO at Montgomery Investment Management joins us to discuss the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes. 

Dec 17, 2020

In this episode, Matt Sherwood, Head of Investment Strategy at Perpetual joins us discuss the outlook for the Australian and global economy, the potential impact of broadening import bans in China and how investors can generate positive returns in risk...