For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, Emerging Markets at Northcape Capital, they discuss emerging markets and which ones have his attention this year and why, and those he’s avoiding in 2024 ..read more

The resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global Natural Resources and Portfolio Manager at Janus Henderson Investors. They explore the vital role the global resource sector plays in our daily lives, with a focus on mining, energy, gold and agriculture. They examine the impact of various factors, including population growth and its effects on ..read more

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates, and how they shape the global economic outlook and financial conditions. They also discuss the implications of these factors for monetary policy, such as quantitative easing and tightening, and how they affect the risk and return profiles of fixed income investors in today's market ..read more

In this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Management. Together they unpack China’s economic outlook including its recent growth slowdown, policy stances, the global impact of China's recovery, the demographic trends challenging the country and the implications this has on investors and more ..read more

In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including varying demographic, social, and evolving economic conditions. They also discuss potentially attractive valuations and emphasise the importance of understanding businesses and effectively managing risks ..read more

Green bonds have gained attention due to their alignment with ESG goals, making them a key consideration for environmentally and socially conscious investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth and George Bishay, Head of Credit and Sustainable Strategies at Pendal Group delve into the universe of green bonds. Their discussion explores the role of green bonds in investment portfolios, their impact, market performance and their role in portfolio diversification. The conversation addresses the vital issue of greenwashing, how they ensure credibility ..read more

In recent years, private markets have become more widely used and easier to access due to the rise of online platforms and increasingly sophisticated investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Roberto Cagnati, Chief Risk Officer at Partners Group, discuss the advantages of private markets compared to listed markets, including private equity, debt, real estate, and infrastructure. Hear how private markets can help diversify and lower volatility in portfolios, along with their unique benefits that make them an attractive investment option t ..read more

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