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, our investment research team pick 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.

You can also subscribe to this series on iTunes, Spotify, Soundcloud or Stitcher.

(Latest) 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 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.

Don't forget to subscribe to this series on iTunes, Spotify, Soundcloud or Stitcher.

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