Created with Sketch.
The Portfolio Construction Podcast
39 minutes | Sep 14, 2021
EP 41: Generating income and capital growth with unlisted infrastructure - 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, Associate Director at AMP Capital, 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.
40 minutes | Aug 6, 2021
Ep 40: Investing in the global leaders of tomorrow - 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.
37 minutes | Jun 9, 2021
Ep 39: Is this time different for bonds? - 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.
42 minutes | May 18, 2021
Ep 38: Dynamic asset allocations in volatile times - First Sentier
Kej Somaia, Co-Head of Multi-asset Solutions at First Sentier, 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.
52 minutes | Apr 13, 2021
Ep 37: Global property opportunities for income focused investors - APN Property
Mark Mazzerella, Portfolio Manager at APN Property Group, provides the key attractions of global property REITs for income focused investors, and the unique opportunities presented by the recent pandemic.
35 minutes | Mar 24, 2021
Ep 36: Stability in volatility with convertible bonds - Lazard
Arnaud Brillois, Managing Director and Portfolio Manager/Analyst on the Lazard Global Convertibles team, 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.
45 minutes | Mar 4, 2021
Ep 35: Generating income with a multi-sector fixed income strategy - Neuberger Berman
Adam Grotzinger, Managing Director and Senior Portfolio Manager at Neuberger Berman, 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.
40 minutes | Feb 17, 2021
Ep 34: Market outlook and investment opportunities for 2021 - Montgomery Investment
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.
45 minutes | Dec 17, 2020
Ep 33: What will global markets have in store for investors in 2021 - 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.
41 minutes | Dec 3, 2020
Ep 32: The investment opportunities in global mid & small-cap equities - 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.
37 minutes | Nov 24, 2020
Ep 31: Global and Australian market outlook with David Bassanese - 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.
27 minutes | Nov 9, 2020
Ep 30: Market outlook and opportunities for investors in Australian equities - Pengana
In this episode, Rhett Kessler, Fund Manager of Pengana's Australian Equities Fund joins us to discuss the recent performance of Australian equities, what to expect from the sector in 2021 and where investors might look for opportunities in the current environment.
33 minutes | Oct 21, 2020
Ep 29: The role of fixed interest strategies in an ultra-low rate environment - 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.
33 minutes | Oct 5, 2020
Ep 28: Building a fixed interest portfolio while meeting your ESG goals - 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.
42 minutes | Sep 21, 2020
Ep 27: Why now might be time to reconsider the role of value investing - 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.
40 minutes | Sep 6, 2020
Ep 26: How the coronavirus shock will reshape the global investment landscape - 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.
48 minutes | Jul 14, 2020
Ep 25: What is driving increasing company valuations and will it last? - 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.
39 minutes | Jun 25, 2020
Ep 24: Have Governments and central banks done enough to prevent a deep global recession? - 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.
46 minutes | Jun 11, 2020
Ep 23: Weekly review of COVID-19 on the global financial markets - 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.
37 minutes | Jun 3, 2020
Ep 22: The rise of Environmental, Social and Governance (ESG) investing - 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.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021