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...
Oct 31, 2025
In this episode of the Portfolio Construction Podcast, Paul O’Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Management at Invesco Real Estate. Together, they unpack the forces reshaping global property portfolios - from retail’s resurgence and shifting office dynamics to the...
Sep 5, 2025
In this episode of the Netwealth Portfolio Construction Podcast, Paul O’Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies.
The conversation explores:
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...