Aug 18, 2026
For more than a decade, private equity benefited from a tailwind of low interest rates, cheaper leverage and expanding valuation multiples. According to Gabriel Ng, that environment has changed, and so has the private equity playbook.
In this episode of the Portfolio Construction Podcast, Paul O'Connor sits down with...
Jul 10, 2026
AI is overhyped - but are we actually early, not late? In this episode, Paul O’Connor sits down with Billy Leung from Global X to unpack why artificial intelligence may be less about hype and more about a multi‑year investment cycle. As the AI opportunity broadens, the challenge is capturing it without overloading...
May 15, 2026
In this episode of the Portfolio Construction Podcast, Paul O’Connor is joined by Brett Lewthwaite to unpack how deglobalisation, rising policy intervention, and AI are combining to create a more volatile, policy‑driven market and to discuss why portfolios may not be positioned for it.
Tune in to hear a...
Apr 10, 2026
In this episode of the Portfolio Construction Podcast, Paul O’Connor is joined by Josh Scoville, Global Head of Research at Hines, to explore how global real estate markets are evolving and why property cycles are starting to turn after the 2025 low. Drawing on Hines’ global research and frontline experience,...
Mar 13, 2026
In this episode of the Portfolio Construction Podcast, Paul O’Connor is joined by Mike McCorry, Chief Investment Officer of BlackRock Australia, to unpack how AI is becoming a dominant force shaping markets, and the risks this is creating for investors.
Tune in to learn:
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Why the performance of a small group of...