The Portfolio Construction Podcast
Episodes
EP 82: The hidden risks of AI driven markets - BlackRock
13 Mar 2026
Contributed by Lukas
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Mike McCorry, Chief Investment Officer of BlackRock Australia, to un...
EP81: 2026 and beyond: Investing in a hype driven market - Antipodes
06 Feb 2026
Contributed by Lukas
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Jacob Mitchell, CIO and founder of Antipodes, to explore how pragmat...
EP80: The power of investing in people - Scarcity Partners
10 Dec 2025
Contributed by Lukas
In this episode, Paul O'Connor sits down with Matthew Webb, co-founder of Scarcity Partners, to unpack private equity's next frontier: GP staking. Dis...
EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate
31 Oct 2025
Contributed by Lukas
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Ma...
EP78: Credit's rise as the backbone of portfolio strength - Schroders Investment Management Australia Ltd
08 Oct 2025
Contributed by Lukas
In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Helen Mason, Portfolio Manager at Schroders Investment Man...
EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors
05 Sep 2025
Contributed by Lukas
In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus ...
EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors
24 Jul 2025
Contributed by Lukas
In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a win...
EP 75: Currency hedging, the AUD and managing USD exposure – Rochford Capital
12 Jun 2025
Contributed by Lukas
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 performanc...
EP 74: The art of the short – Fidelity International
19 May 2025
Contributed by Lukas
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Dmitry Solomakhin from Fidelity Inte...
Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec
14 Apr 2025
Contributed by Lukas
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Nathan Lim, Chief Investment Officer...
EP 72: Global economic outlook and investment strategies for 2025 - Vanguard
03 Mar 2025
Contributed by Lukas
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Matt Cho, Head of Multi-Asset Soluti...
EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
21 Jan 2025
Contributed by Lukas
In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, is joined by Jolon Knight, an invest...
EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management
10 Dec 2024
Contributed by Lukas
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, is joined by Tim Van Klaveren, Head of Australi...
EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.
25 Oct 2024
Contributed by Lukas
The Indian economy is the fastest-growing major economy in the world. Driven by internal demand and a burgeoning middle class, India may offer an oppo...
EP 68: The new face of private equity - HarbourVest Partners
23 Sep 2024
Contributed by Lukas
The private equity landscape is evolving, with companies staying private longer due to available growth capital, expanding access and investment oppor...
EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management
16 Aug 2024
Contributed by Lukas
Considering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But w...
Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors
08 Jul 2024
Contributed by Lukas
In this episode, Paul O'Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay...
EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management
05 Jun 2024
Contributed by Lukas
As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Const...
EP 64: China's soft landing: fact or fiction? - Income Asset Management
02 May 2024
Contributed by Lukas
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief In...
EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management
03 Apr 2024
Contributed by Lukas
For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is import...
Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares
12 Mar 2024
Contributed by Lukas
In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue...
EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors
31 Jan 2024
Contributed by Lukas
The resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sou...
EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management
04 Jan 2024
Contributed by Lukas
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investme...
EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare
28 Nov 2023
Contributed by Lukas
The healthcare industry is undergoing significant change due to increased demand from population growth, advancing medical services, and an ageing pop...
EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management
30 Oct 2023
Contributed by Lukas
In this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Managemen...
EP 57: Explore the intricacies of emerging market equities - Fidelity International
22 Sep 2023
Contributed by Lukas
In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explor...
EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group
11 Aug 2023
Contributed by Lukas
Green bonds have gained attention due to their alignment with ESG goals, making them a key consideration for environmentally and socially conscious in...
Ep 55: Private Markets: The new traditional asset class
07 Jul 2023
Contributed by Lukas
In recent years, private markets have become more widely used and easier to access due to the rise of online platforms and increasingly sophisticated ...
EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton
01 Jun 2023
Contributed by Lukas
In this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Frank...
EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management
02 May 2023
Contributed by Lukas
In this episode, Aaditya Thakur, Senior Vice President and Portfolio Manager at PIMCO, joins us to unpack the reasons why 2022 was such a challenging ...
EP 52: Is it time to buy bonds? Russell Investments
10 Oct 2022
Contributed by Lukas
With the end of most central bank's quantitative easing programs and the normalisation of cash rates, is now the time to buy bonds again and to increa...
EP 51: Investing in the transition to net zero - Janus Henderson
22 Aug 2022
Contributed by Lukas
As the world moves to net zero emissions, natural resources companies will be crucial in facilitating the production and development of renewable, and...
EP 50: Rising interest rates and the return of Australia's two-speed economy - WaveStone Capital
15 Jul 2022
Contributed by Lukas
The resilience of Australia's economy is about to be tested with strong commodity prices providing some insulation as the RBA becomes increasingly haw...
EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management
09 Jun 2022
Contributed by Lukas
2022 has finally seen a surge in inflation across developed countries and the big question now is whether this is structural or more transitory. In th...
EP 48: Finding investment opportunities in local markets - First Sentier Investors
12 May 2022
Contributed by Lukas
Investor concerns about inflation and rising interest rates are likely exacerbating selloffs and volatility in certain segments of the Australian shar...
EP 47: Asset allocations strategies for inflationary markets - Blackrock
22 Apr 2022
Contributed by Lukas
The pandemic, geopolitical tensions, and international conflicts have disrupted supply chains and have led to unprecedented monetary policies, the ful...
EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital
11 Mar 2022
Contributed by Lukas
Equity markets have had a great run over the last decade and have provided investors with very strong returns. But now risk globally has risen due to ...
EP 45: Global equities: Finding sustainable competitive advantages - Intermede
12 Jan 2022
Contributed by Lukas
In this episode, Paul is joined by Chris Smith, Portfolio Manager at Intermede Investment Partners, to discuss some of the opportunities and challenge...
EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management
15 Dec 2021
Contributed by Lukas
Retirees have traditionally relied on fixed interest and cash allocations in their portfolios to provide sufficient income for life. But the yield or ...
EP 43: The evolution of ESG investment strategies - Russell Investments
17 Nov 2021
Contributed by Lukas
Interest in Environmental, Social and Governance investment strategies has grown significantly over the last three year as more investors look for lon...
EP 42: Growth and income opportunities with AREITs - CBRE Investment Management
25 Oct 2021
Contributed by Lukas
Australian Real Estate Investment Trusts (AREITs) have been one the biggest beneficiaries of the changing economy over the last 12 months. In this epi...
EP 41: Generating income and capital growth with unlisted infrastructure - AMP Capital
14 Sep 2021
Contributed by Lukas
Accessing unlisted infrastructure, like airports and toll roads, can be challenging due to the large capital outlay required. In this episode, we chat...
Ep 40: Investing in the global leaders of tomorrow - Fidelity
06 Aug 2021
Contributed by Lukas
In this episode, we explore the factors driving performance in the global small and mid cap sector and its future outlook with James Abela and Maroun ...
Ep 39: Is this time different for bonds? - Schroders
09 Jun 2021
Contributed by Lukas
Bond markets are adjusting after yields moved sharply higher in the first quarter of 2021. Schroders Fund Manager Kellie Wood explores the trends set ...
Ep 38: Dynamic asset allocations in volatile times - First Sentier
18 May 2021
Contributed by Lukas
Kej Somaia, Co-Head of Multi-asset Solutions at First Sentier, outlines the importance of dynamic multi-asset portfolios when investing. We discuss ...
Ep 37: Global property opportunities for income focused investors - APN Property
13 Apr 2021
Contributed by Lukas
Mark Mazzerella, Portfolio Manager at APN Property Group, provides the key attractions of global property REITs for income focused investors, and the ...
Ep 36: Stability in volatility with convertible bonds - Lazard
24 Mar 2021
Contributed by Lukas
Arnaud Brillois, Managing Director and Portfolio Manager/Analyst on the Lazard Global Convertibles team, shares his knowledge on convertible bonds and...
Ep 35: Generating income with a multi-sector fixed income strategy - Neuberger Berman
04 Mar 2021
Contributed by Lukas
Adam Grotzinger, Managing Director and Senior Portfolio Manager at Neuberger Berman, provides his outlook for 2021, why he is bullish on US and global...
Ep 34: Market outlook and investment opportunities for 2021 - Montgomery Investment
17 Feb 2021
Contributed by Lukas
In this episode, Roger Montgomery, Founder and CIO at Montgomery Investment Management joins us to discuss the outlook for the Australian and global e...
Ep 33: What will global markets have in store for investors in 2021 - Perpetual
17 Dec 2020
Contributed by Lukas
In this episode, Matt Sherwood, Head of Investment Strategy at Perpetual joins us discuss the outlook for the Australian and global economy, the pote...
Ep 32: The investment opportunities in global mid & small-cap equities - Fairlight
03 Dec 2020
Contributed by Lukas
In this episode, Nicholas Cregan, Portfolio Manager and Partner at Fairlight Asset Management joins us to discuss the recent performance and outlook...
Ep 31: Global and Australian market outlook with David Bassanese - BetaShares
25 Nov 2020
Contributed by Lukas
In this episode, David Bassanese, Chief Economist at BetaShares joins us to discuss the potential impact of the US election on global markets, how C...
Ep 30: Market outlook and opportunities for investors in Australian equities - Pengana
10 Nov 2020
Contributed by Lukas
In this episode, Rhett Kessler, Fund Manager of Pengana's Australian Equities Fund joins us to discuss the recent performance of Australian equities, ...
Ep 29: The role of fixed interest strategies in an ultra-low rate environment - Ardea
22 Oct 2020
Contributed by Lukas
In this episode, Dr Laura Ryan, Head of Research at Ardea joins us to discuss fixed interest and specifically whether duration strategies can still pr...
Ep 28: Building a fixed interest portfolio while meeting your ESG goals - Dimensional
05 Oct 2020
Contributed by Lukas
In this episode, Marlena Lee, Head of Investment Solutions at Dimensional joins us to discuss the role that environment, social and governance (ESG) i...
Ep 27: Why now might be time to reconsider the role of value investing - Orbis Australia
22 Sep 2020
Contributed by Lukas
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, wh...
Ep 26: How the coronavirus shock will reshape the global investment landscape - BlackRock
07 Sep 2020
Contributed by Lukas
In this episode, Ben Powell, Chief Investment Strategist, APAC at BlackRock, joins us to analyse the trends from BlackRock's 2020 midyear global outl...
Ep 25: What is driving increasing company valuations and will it last? - T.Rowe Price
14 Jul 2020
Contributed by Lukas
In this episode, Scott Berg, Portfolio Manager for the T.Rowe Price Global Equity Fund, joins us to discuss the recent performance and outlook of glob...
Ep 24: Have Governments and central banks done enough to prevent a deep global recession? - PIMCO
26 Jun 2020
Contributed by Lukas
In this episode, Brian Leach, Credit Strategist at PIMCO joins us to discuss the impact of fiscal and monetary measures issued by Governments and cent...
Ep 23: Weekly review of COVID-19 on the global financial markets - AMP Capital
11 Jun 2020
Contributed by Lukas
In this episode, Phillip Hudak and Matt Griffin from AMP Capital joins us to discuss the performance and outlook of the Australian small caps sector....
Ep 22: The rise of Environmental, Social and Governance (ESG) investing - Ausbil
04 Jun 2020
Contributed by Lukas
In this episode, Måns Carlsson-Sweeny from Ausbil joins us to discuss the latest trends in Environmental, Social and Governance (ESG) investing. Our ...
Ep 21: Weekly review of COVID-19 on the global financial markets - Nikko Asset Management
26 May 2020
Contributed by Lukas
In this episode, Chris Rands from Nikko Asset Management joins us to discuss the impact of COVID-19 on the Australian economy, including the expected ...
Ep 20: Weekly review of COVID-19 on the global financial markets - Ausbil
19 May 2020
Contributed by Lukas
In this episode, Tobias Bucks from Ausbil joins us discuss the impact of COVID-19 on the Australian and global economies, including the recent perform...
Ep 19: Weekly review of COVID-19 on the global financial markets - Russell Investments
12 May 2020
Contributed by Lukas
In this episode, Alex Cousley from Russell Investments joins us discuss the impact of COVID-19 on the Australian and global economies, including the s...
Ep 18: Weekly review of COVID-19 on the global financial markets - AllianceBernstein
05 May 2020
Contributed by Lukas
In this episode, Roy Maslen from AllianceBernstein joins us to discuss the impact of COVID-19 on the Australian economy, including the financial impli...
Ep 17: Weekly review of COVID-19 on the global financial markets - Coolabah Capital
29 Apr 2020
Contributed by Lukas
In this episode, Christopher Joye from Coolabah Capital joins us to discuss the impact of COVID-19 on the Australian economy, including the pote...
Ep 16: Weekly review of COVID-19 on the global financial markets - Magellan
21 Apr 2020
Contributed by Lukas
In this episode, Hamish Douglass from Magellan joins us to discuss the outlook of the global financial markets, including the impact of a global...
Ep 15: Weekly review of COVID-19 on the global financial markets - Roger Montgomery
14 Apr 2020
Contributed by Lukas
In this episode, Roger Montgomery from Montgomery Investment Management joins us to discuss the current state of the Australian economy, including th...
Ep 14: Weekly review of COVID-19 on the global financial markets - Schroders
07 Apr 2020
Contributed by Lukas
In this episode, Sebastian Mullins from Schroders joins us to discuss the impact of COVID-19 on the global financial markets, including the likelihood...
Ep 13: 2020 economic outlook with Roger Montgomery
15 Mar 2020
Contributed by Lukas
Hear Roger Montgomery's views on the S&P/ASX 200 for the year ahead, impacts of a potentially slowing Australian economy and the advantages of a flexi...
Ep 11: Investing for retirement
04 Nov 2019
Contributed by Lukas
Discover investment strategies to help you build your retirement savings, and learn superannuation mistakes to avoid from John Owen, portfolio special...
Ep 10: Finding opportunities in the Australian market
07 Aug 2019
Contributed by Lukas
Charlie Lanchester, Fund manager at Blackrock, joins the show to provide his outlook for the Australian market and to discuss where he thinks Austra...
Ep 9: How to find value
18 Jul 2019
Contributed by Lukas
Everyone wants a bargain - but not everyone knows how to find one. Garry Laurence from Perpetual Investments joins the show to discuss how investors c...
Ep 8: Identifying quality small cap stocks
13 Jun 2019
Contributed by Lukas
Small cap stocks are often associated with risk, but with the right research they can result in significant returns. Learn the four attributes to look...
Ep 7: Building a concentrated portfolio
27 Mar 2019
Contributed by Lukas
How can you create a successful portfolio with a small number of securities? Don Huber, portfolio manager at Franklin Templeton, joins the show to dis...
Ep 6: 2019 investment forecast with Roger Montgomery
25 Feb 2019
Contributed by Lukas
Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, discusses how he views the current economic climate and th...
Ep 5: Investing in a late-cycle market
10 Jan 2019
Contributed by Lukas
With Australia potentially approaching or in a late-cycle market, we discuss some strategies investors should consider in these conditions with Paul C...
Ep 4: Strengthening your portfolio with infrastructure
05 Dec 2018
Contributed by Lukas
Enjoy our deep-dive on infrastructure investing with Ofer Karliner from Magellan Asset Management. Discover what infrastructure investing is, its bene...
Ep 3: Exploring Exchange-Traded Funds
29 Oct 2018
Contributed by Lukas
In this episode, we explore the world of ETFs with Damon Gosen from VanEck and discuss what the next-evolution of this asset may look like.
Ep 2: Preparing your portfolio for the long-term
29 Oct 2018
Contributed by Lukas
Discover some of the key findings from the long-term investing report produced by Russell Investments and the ASX and how they may impact your financi...
Ep 1: What to look for in emerging markets
29 Oct 2018
Contributed by Lukas
This episode we discuss emerging markets and why they should be on the radar of investors from Kim Catechis of Legg Mason. We also probe Kim on some o...