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The Portfolio Construction Podcast

Sep 22, 2020

In this episode, Dr Graeme Shaw, Director of Orbis Australia joins us to share his experiences from the last two decades as a contrarian investor, why investors should look towards value stocks over high-growth and what investors might expect to see in the market from a pandemic driven...


Sep 7, 2020

In this episode, Ben Powell, Chief Investment Strategist, APAC at BlackRock, joins us to analyse the trends from BlackRock's 2020 midyear global outlook, which includes the steps to restarting the global economy, the future economic impacts of blurred monetary and fiscal policies and the acceleration towards sustainable...