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The Portfolio Construction Podcast

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...


Dec 3, 2020

In this episode, Nicholas Cregan, Portfolio Manager and Partner at Fairlight Asset Management joins us to discuss the recent performance and outlook for global mid and small-cap equities, how they differ from Australian equities and why more investors should consider a global mid and small-cap strategy in...