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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.
Don't miss an episode by subscribing to the Portfolio Construction Series:
Listen to the latest episodes
- Ep 74: The art of the short - Fidelity International
- EP 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec
- EP 72: Global economic outlook and investment strategies for 2025 - Vanguard
- EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends- Hyperion
- EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management
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Portfolio Construction Podcast Series
The art of the short
In this episode, Paul O’Connor, Head of Investment at Netwealth, speaks with Dmitry Solomakhin, Portfolio Manager at Fidelity International, about Fidelity’s Global Long Short Fund. They explore its contrarian value strategy, disciplined shorting approach, and how AI trends are shaping stock selection and portfolio construction.
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The future of WealthTech - a global perspective
Discover insights into the emerging technologies that will shape the wealth management industry, including blockchain, personal finance management, insurance tech, and smart apps.