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.
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.
You can also subscribe to this series on iTunes, Spotify, Soundcloud or Stitcher.
All episodes:
Episode 1: What to look for in emerging markets
Episode 2: Preparing your portfolio for the long-term
Episode 3: Exploring Exchange-Traded Funds (ETFs)
Episode 4: Strengthening your portfolio with infrastructure
Episode 5: Investing in a late-cycle market
Episode 6: Roger Montgomery's investment forecast
Episode 7: Building a concentrated portfolio
Episode 8: Identifying quality small cap stocks
Episode 9: How to find value
Episode 10: Finding opportunities in the Australian market
Episode 11: Investing for retirement
Episode 12: Building a robust portfolio with infrastructure
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 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 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.
You can also subscribe to this series on iTunes, Spotify, Soundcloud or Stitcher.
Don't forget to subscribe to this series on iTunes, Spotify, Soundcloud or Stitcher.
More portfolio construction resources
Portfolio construction articles
Discover the latest strategies and insights to grow your portfolio.
Portfolio construction webinars
Watch our collection of webinars featuring perspectives from industry professionals.
