The Netwealth Portfolio Construction Podcast

A podcast series designed for anyone who is interested in seeing the investing landscape in a different light.

In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about.

Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience.

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(Latest) Episode 43: The evolution of ESG investment strategies - Russell Investments

Tim Cook, Head of Client Strategy at Russell Investments

Interest in Environmental, Social and Governance investment strategies has grown significantly over the last three year as more investors look for long-term sustainable growth that is align to their personal values. However, the management of ESG strategies varies significantly from active and passive strategies to negative and positive asset screens. In this episode, we break down the global trends in ESG with Tim Cook, Head of Client Strategy at Russell Investments, and look at how investors can better define and align their ESG integration and investment process.​

Read the transcript

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All episodes:

Episode 43: The evolution of ESG investment strategies - Russell Investments
Episode 42: Growth and income opportunities with AREITs - CBRE Investment Management
Episode 41: Generating income and capital growth with unlisted infrastructure - AMP Capital
Episode 40: Investing in the global leaders of tomorrow - Fidelity
Episode 39: Is this time different for bonds? - Schroders
Episode 38: Dynamic asset allocations in volatile times - First Sentier
Episode 37: Global property opportunities for income focused investors - APN Property
Episode 36: Stability in volatility with convertible bonds - Lazard
Episode 35: Generating income with a multi-sector fixed income strategy - Neuberger Berman
Episode 34: Market outlook and investment opportunities for 2021 (Montgomery)
Episode 33: What will global markets have in store for investors in 2021 - Perpetual
Episode 32: The investment opportunities in global mid & small-cap equities podcast - Fairlight
Episode 31: Global and Australian market outlook with David Bassanese - BetaShares
Episode 30: Market outlook and opportunities for investors in Australian equities - Pengana
Episode 29: The role of fixed interest strategies in an ultra-low rate environment - Ardea
Episode 28: Building a fixed interest portfolio while meeting your ESG goals - Dimensional
Episode 27: Why now might be time to reconsider the role of value investing - Orbis Australia
Episode 26: How the coronavirus shock will reshape the global investment landscape - BlackRock 
Episode 25: What is driving increasing company valuations and will it last? - T.Rowe Price 
Episode 24: Have Governments done enough to prevent a global recession? - PIMCO 
Episode 23: Weekly review of the impact of COVID-19 on the financial markets - AMP Capital 
Episode 22: The rise of Environmental, Social and Governance (ESG) investing - Ausbil 
Episode 21: Weekly review of the impact of COVID-19 on the financial markets - Nikko AM 
Episode 20: Weekly review of the impact of COVID-19 on the financial markets - Ausbil 
Episode 19: Weekly review of the impact of COVID-19 on the financial markets - Russell Investments
Episode 18: Weekly review of the impact of COVID-19 on the financial markets - AllianceBernstein
Episode 17: Weekly review of the impact of COVID-19 on the financial markets - Coolabah Capital
Episode 16: Weekly review of the impact of COVID-19 on the financial markets - Magellan
Episode 15: Weekly review of the impact of COVID-19 on the financial markets - Roger Montgomery
Episode 14: Weekly review of the impact of COVID-19 on the financial markets - Schroders
Episode 13: 2020 economic outlook with Roger Montgomery
Episode 12: Building a robust portfolio with infrastructure
Episode 11: Investing for retirement
Episode 10: Finding opportunities in the Australian market
Episode 9: How to find value
Episode 8: Identifying quality small cap stocks
Episode 7: Building a concentrated portfolio
Episode 6: Roger Montgomery's investment forecast
Episode 5: Investing in a late-cycle market
Episode 4: Strengthening your portfolio with infrastructure
Episode 3: Exploring Exchange-Traded Funds (ETFs)
Episode 2: Preparing your portfolio for the long-term
Episode 1: What to look for in emerging markets

Episode 1: What to look for in emerging markets

Kim Catechis - Legg Mason

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 of the markets that excite him and why he is so interested in Peruvian banking.

Episode 2: Preparing your portfolio for the long-term

Scott Fletcher - Russell Investments

Discover some of the key findings from the long-term investing report produced by Russell Investments and the ASX and how they may impact  financial objectives. Scott Fletcher from Russell Investments also shares some of the assets and strategy’s that may be worth considering for a portfolio.

Episode 3: Exploring Exchange Traded Funds (ETFs)

Damon Gosen - VanEck

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.

Episode 4: Strengthening your portfolio with infrastructure

Ofer Karliner - Magellan Asset Management

Enjoy our deep-dive on infrastructure investing with Ofer Karliner from Magellan Asset Management. Discover what infrastructure investing is, its benefits for a portfolio and when we should expect driverless cars on our roads.

Episode 5: Investing in a late-cycle market

Paul Chin - Jamieson Coote Bonds

With Australia potentially approaching or in a late-cycle market, we discuss some strategies investors should consider in these conditions with Paul Chin from Jamieson Coote Bonds. We also explore the benefits bonds can provide a portfolio during periods of volatility.

Episode 6: 2019 Investment forecast with Roger Montgomery

Roger Montgomery - Montgomery Investment Management

Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, discusses how he views the current economic climate and the potential investment opportunities in this environment. Discover his thoughts on the banks, property, commodities and a few of his own investing rules.

Episode 7: Building a concentrated portfolio

Don Huber - Franklin Templeton

How can you create a successful portfolio with a small number of securities? Don Huber, portfolio manager at Franklin Templeton, joins the show to discuss how his team builds effective and diversified concentrated portfolios.

Episode 8: Identifying quality small cap stocks

Michelle Lopez - Aberdeen

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 for when identifying quality small cap stocks from Michelle Lopez, Head of Australian Equities at Aberdeen. She also shares some stock stories and also gives her thoughts on the current macro-economic conditions.

Episode 9: How to find value

Garry Laurence - Perpetual Investments

Everyone wants a bargain - but not everyone knows how to find one. Garry Laurence from Perpetual Investments joins the show to discuss how investors can look for value in the market.

Episode 10: Finding opportunities in the Australian market

Charlie Lanchester - Blackrock

Charlie Lanchester, Fund manager at Blackrock, joins the show to provide his outlook for the Australian market and to discuss where he thinks Australian investors can find opportunities close to home.

Episode 11: Investing for retirement

John Owen - NAB Asset Management

Discover investment strategies to help you build your retirement savings, and learn superannuation mistakes to avoid from John Owen, portfolio specialist at NAB Asset Management.

Episode 12: Building a robust portfolio with infrastructure

Gavin Peacock - CBRE Clarion Securities

Learn the unique investment characteristics of global infrastructures and why this is an asset class too large to ignore for your portfolio.

Read the transcript

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Episode 13: 2020 economic outlook with Roger Montgomery

Roger Montgomery - Roger Montgomery Investment Management

Hear from Roger Montgomery as he shares his views on the S&P/ASX 200 for the year ahead and the impacts of a potentially slowing Australian economy.

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Episode 14: Weekly review of the impact of COVID-19 on the global financial markets - Schroders

Sebastian Mullins, Fund Manager at Schroders

In this episode, Sebastian Mullins from Schroders joins us to discuss the impact of COVID-19 on the global financial markets, including the likelihood of a recession, emerging investment opportunities and tips for investors to navigate the current economic uncertainty.

Read the transcript

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Episode 15: Weekly review of the impact of COVID-19 on the financial markets - Roger Montgomery

Roger Montgomery, Montgomery Investment Management

In this episode, Roger Montgomery from Montgomery Investment Management joins us to discuss the current state of the Australian economy, including the impacts of a potential recession and Government stimulus-response, the present value of Australian equities and the winners and losers from a falling Australian dollar.

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Episode 16: Weekly review of the impact of COVID-19 on the financial markets - Magellan

Hamish Douglass - Magellan 

In this episode, Hamish Douglass from Magellan​​ joins us to discuss the outlook of the global financial markets, including the impact of a global economic slowdown, potential geopolitical risks and tips for investors to navigate the current market volatility.

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Episode 17: Weekly review of the impact of COVID-19 on the financial markets - Coolabah Capital

Christopher Joye - Coolabah Capital​​

In this episode, Christopher Joye from Coolabah Capital​​ joins us to discuss the impact of COVID-19 on the Australian economy, including the potential damage to the GDP, current state of the fixed interest market and an outlook on Australian property.

Read the transcript

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Episode 18: Weekly review of the impact of COVID-19 on the financial markets - AllianceBernstein

Roy Maslen - AllianceBernstein

In this episode, Roy Maslen from AllianceBernstein joins us to discuss the impact of COVID-19 on the Australian economy, including the financial implications of the Government's isolation policies, what sectors are presenting investment opportunities for investors and his tips for navigating the current market uncertainty.

Read the transcript

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Episode 19: Weekly review of the impact of COVID-19 on the financial markets - Alex Cousley from Russell Investments

Alex Cousley - Russell Investments

In this episode, Alex Cousley from Russell Investments joins us discuss the impact of COVID-19 on the Australian and global economies, including the spread of the virus around the world, the impacts of a worldwide recession, rising geopolitical tensions between the US and China, the companies best placed to withstand an economic slowdown and his investment philosophy for navigating the current market uncertainty.

Read the transcript

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Episode 20: Weekly review of the impact of COVID-19 on the financial markets - Tobias Bucks from Ausbil

Tobias Bucks - Ausbil

In this episode, Tobias Bucks from Ausbil joins us discuss the impact of COVID-19 on the Australian and global economies, including the recent performance of global small-caps, the companies performing well during the current crisis, emerging ESG trends and his investment philosophy for navigating the current market uncertainty.

Read the transcript

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Episode 21: Weekly review of the impact of COVID-19 on the financial markets - Chris Rands from Nikko AM

Chris Rands - Nikko Asset Management

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 impact of the Federal Government's fiscal response on economic growth, the potential impact of geopolitical risks and what the Australian economy might look like post-COVID-19. 

Read the transcript

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Episode 22: The rise of Environmental, Social and Governance (ESG) investing - Måns Carlsson-Sweeny from Ausbil 

Måns Carlsson-Sweeny - Ausbil

In this episode, Måns Carlsson-Sweeny from Ausbil joins us to discuss the latest trends in Environmental, Social and Governance (ESG) investing. Our conversation covers how to make ethical investment choices using ESG research, how rising geopolitical risks may impact ethical investing, the effect of the modern slavery act in developing nations and his investment tips for navigating the current market uncertainty.

Read the transcript

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Episode 23: Weekly review of the impact of COVID-19 on the financial markets - AMP Capital 

Phillip Hudak and Matt Griffin - AMP Capital

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. Our conversation covers the sector's performance since the COVID-19 outbreak, how they have managed market volatility, the biggest opportunities they see in the sector and their tips for investors to manage the current market uncertainty.

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Episode 24: Have Governments and central banks done enough to prevent a global recession? - PIMCO

Brian Leach - Senior Vice President, Credit Strategy at PIMCO

In this episode, Brian Leach, Credit Strategist at PIMCO joins us to discuss the impact of fiscal and monetary measures issued by Governments and central banks and whether enough has been done to avoid a deep global recession. Brian also shares his views on the current performance of the fixed income markets, and what investors can do to positions their portfolios going forward.

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Episode 25: What is driving increasing company valuations and will it last? - T.Rowe Price

Scott Berg - Portfolio Manager, Global Equity Fund at T.Rowe Price

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 global equities, the role of value and growth stocks in your portfolio and the current factors driving company valuations. Scott also shares his views on the rising geopolitical risks between China and the US and his investment philosophy for navigating the current financial crisis.

Read the transcript

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Episode 26: How the coronavirus shock will reshape the global investment landscape - BlackRock

Ben Powell - Chief Investment Strategist, APAC at BlackRock

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 investing.

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Episode 27: Why now might be time to reconsider the role of value investing - Orbis Australia

Dr Graeme Shaw - Director of Orbis Australia

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 recession.

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Episode 28: Building a fixed interest portfolio while meeting your ESG goals - Dimensional

 Marlena Lee - Head of Investment Solutions at Dimensional

In this episode, Marlena Lee, Head of Investment Solutions at Dimensional joins us to discuss the role that environment, social and governance (ESG) investing can play when building a fixed interest portfolio and why investors shouldn't have to sacrifice returns to meet their ethical objectives. Marlena also shares her views on how the markets might react to the upcoming US Presidential election.

Read the transcript

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Episode 29: The role of fixed interest strategies in an ultra-low rate environment - Ardea

 Dr Laura Ryan - Head of Research at Ardea

In this episode, Dr Laura Ryan, Head of Research at Ardea joins us to discuss fixed interest and specifically whether duration strategies can still provide diversification in portfolios in the current ultra-low interest rate environment.

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Episode 30: Market outlook and opportunities for investors in Australian equities - Pengana

Rhett Kessler - Fund Manager of Pengana's Australian Equities Fund

In this episode, Rhett Kessler, Fund Manager of Pengana's Australian Equities Fund joins us to discuss the recent performance of Australian equities, provide a macro update on the Australian economy, share his key takeaways from reporting season, and share where investors might look for stock opportunities in the current environment.

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Episode 31: Global and Australian market outlook with David Bassanese - BetaShares

David Bassanese - Chief Economist at BetaShares

In this episode, David Bassanese, Chief Economist at BetaShares joins us to discuss the potential impact of the US election on global markets, how China's trade restrictions might impact the Australian economy, the opportunities for investors in value investing and an outlook for Australian equities.

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Episode 32: The investment opportunities in global mid & small-cap equities - Fairlight

Nicholas Cregan, Portfolio Manager and Partner at Fairlight

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 their portfolio.

Read the transcript

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Episode 33: What will global markets have in store for investors in 2021 - Perpetual

Matt Sherwood, Head of Investment Strategy, Multi Asset Strategies at Perpetual 

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 markets.

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Episode 34: Market outlook and investment opportunities for 2021 (Montgomery)

Roger Montgomery, Founder and CIO at Montgomery Investment Management

In this episode, Roger Montgomery, Founder and CIO at Montgomery Investment Management joins us to discuss the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes. 

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Episode 35: Generating income with a multi-sector fixed income strategy - Neuberger Berman

Adam Grotzinger, Managing Director and Senior Portfolio Manager at Neuberger Berman

Adam provides his outlook for 2021, why he is bullish on US and global trends, and how we could be expecting the strongest growth years since the pre-GFC era. Adam outlines some current market opportunities for investors wanting a regular and durable income whilst sharing his insights into the current low interest environment, inflationary pressures and the growing dominance of fiscal policy.

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Episode 36: Stability in volatility with convertible bonds - Lazard

Arnaud Brillois, Managing Director and Portfolio Analyst Lazard Global Convertibles

Arnaud shares his knowledge on convertible bonds and how they differ from vanilla equity or debt. Learn about the benefits of convexity, and how you can protect your investment portfolio from volatility.

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Episode 37: Global property opportunities for income focused investors - APN Property

Mark Mazzarella, Portfolio Manager at APN Property

Mark provides the key attractions of global property REITs for income focused investors, and the unique opportunities presented by the recent pandemic.

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Episode 38: Dynamic asset allocations in volatile times - First Sentier

Kej Somaia, Co-Head of Multi-asset Solutions at First Sentier

Kej outlines the importance of dynamic multi-asset portfolios when investing. We discuss inflation, bond yields, active vs passive strategies, and ethical investing. Kej also shares his thoughts on the next 10 year returns for fixed income and equities given the strong returns of the last decade. 

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Episode 39: Is this time different for bonds? - Schroders

Kellie Wood, Fixed Income Fund Manager at Schroders

Bond markets are adjusting after yields moved sharply higher in the first quarter of 2021. Schroders Fund Manager Kellie Wood explores the trends set to shape markets in 2021, and explains why she believes the repricing of bonds represents a healthy reset.

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Episode 40: Investing in the global leaders of tomorrow? - Fidelity

James Abela and Maroun Younes, Portfolio Managers at Fidelity

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 Younes from Fidelity. Discover the opportunities outside of Australia and why more investors should consider a global small and mid cap strategy.

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Episode 41: Generating income and capital growth with unlisted infrastructure - AMP Capital

Rory Shapiro, Associate Director at AMP Capital

Accessing unlisted infrastructure, like airports and toll roads, can be challenging due to the large capital outlay required. In this episode, we chat with Rory Shapiro to explore how investors can generate cashflow with less volatility using unlisted infrastructure. Learn how infrastructure responds to rising inflation and discover the outlook and emerging opportunities in the sector.

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Episode 42: Growth and income opportunities with AREITs - CBRE Investment Management

Justin Pica, Regional Portfolio Manager at CBRE Investment Management

Australian Real Estate Investment Trusts (AREITs) have been one the biggest beneficiaries of the changing economy over the last 12 months. In this episode, we chat with Justin Pica to discuss the future of the office sector, the advent of online shopping, the rise of inflation, and active management. We also explore upcoming challenges and opportunities in the sector and how investors can gain a potential source of income and growth from AREITs.

Read the transcript

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Episode 43: The evolution of ESG investment strategies - Russell Investments

Tim Cook, Head of Client Strategy at Russell Investments

Interest in Environmental, Social and Governance investment strategies has grown significantly over the last three year as more investors look for long-term sustainable growth that is align to their personal values. However, the management of ESG strategies varies significantly from active and passive strategies to negative and positive asset screens. In this episode, we break down the global trends in ESG with Tim Cook, Head of Client Strategy at Russell Investments, and look at how investors can better define and align their ESG integration and investment process.​

Read the transcript

Don't miss an episode by subscribing to the Portfolio Construction Series:

  

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