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Hosted by Unknown Host · 🇺🇸 US · EN · 84 episodes
Established thought leaders with verified media credentials.
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.We hope you enjoy the unique perspectives.
Unknown Host hosts The Portfolio Construction Podcast, a business show with 84 episodes published.
For more than a decade, private equity benefited from a tailwind of low interest rates, cheaper leverage and expanding valuation multiples. According to Gabriel Ng, that environment has changed, and so has the private eq
AI is overhyped - but are we actually early, not late? In this episode, Paul O'Connor sits down with Billy Leung from Global X to unpack why artificial intelligence may be less about hype and more about a multi‑year inve
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Brett Lewthwaite to unpack how deglobalisation, rising policy intervention, and AI are combining to create a more volatile, policy‑driven
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Josh Scoville, Global Head of Research at Hines, to explore how global real estate markets are evolving and why property cycles are starti
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Mike McCorry, Chief Investment Officer of BlackRock Australia, to unpack how AI is becoming a dominant force shaping markets, and the risk
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Jacob Mitchell, CIO and founder of Antipodes, to explore how pragmatic value investing can cut through market hype. Tune in to learn: What
In this episode, Paul O'Connor sits down with Matthew Webb, co-founder of Scarcity Partners, to unpack private equity's next frontier: GP staking. Discover how shifting from funds to backing managers is rewriting the gro
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Management at Invesco Real Estate. Together, they unpack the forces resh
In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Helen Mason, Portfolio Manager at Schroders Investment Management Australia. Helen explores the real story behind Australia's cr
In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopol
In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a window into the world of global small caps, where 90% of listed companies
When over 50% of a portfolio's offshore assets are USD-denominated, currency risk isn't just a theoretical issue—it can be a real drag on performance. In episode 75 of the Portfolio Construction Podcast Series, Paul O'Co
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Dmitry Solomakhin from Fidelity International. Dmitry unpacks the thinking behind Fidelity's Global Long S
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Nathan Lim, Chief Investment Officer at Lonsec Investment Solutions. Nathan breaks down Lonsec's take on a
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Matt Cho, Head of Multi-Asset Solutions at Vanguard Australia. Matt shares insights on Vanguard's recently
In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, is joined by Jolon Knight, an investment specialist from Hyperion Asset Management. They dive into the glo
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, is joined by Tim Van Klaveren, Head of Australian Fixed Income at UBS Asset Management. They discuss macroeconomic fa
The Indian economy is the fastest-growing major economy in the world. Driven by internal demand and a burgeoning middle class, India may offer an opportunity for investors. In this episode of the Portfolio Construction p
The private equity landscape is evolving, with companies staying private longer due to available growth capital, expanding access and investment opportunities in private markets. In the latest episode of the Portfolio Co
Considering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility—so how do you navig
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The Portfolio Construction Podcast is hosted by Unknown Host. The show is categorised under business (investing) and has published 84 episodes.
The Portfolio Construction Podcast has published 84 episodes.
The Portfolio Construction Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
The Portfolio Construction Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Portfolio Construction Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Portfolio Construction Podcast average 38 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Portfolio Construction Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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