Investment strategies
The latest strategies and insights from wealth management professionals to build your investment mix.
Exploring the opportunities and challenges in fixed income investing
Hear from Plato and Firetrail as they share their insights on the opportunities, risks and considerations for investors when building a portfolio with Australian equities.
Building a fixed income portfolio using index and alpha strategies
Learn how to construct a considered fixed-income portfolio combining multiple return drivers, including capital preservation, portfolio diversification and income.
Dissecting listed infrastructure in the new world
Hear from Daintree Capital as they share their insights on building a fixed income portfolio, considering term deposits, fixed income funds, absolute returns funds, listed hybrids and more.
Finding balance in a low-interest environment
Hear from Perpetual as they draws on lessons from the GFC to help investors navigate the current market conditions and develop portfolio construction strategies to achieve income and lifestyle goals in the current low-interest environment.
Economic outlook: what risks and implications investors need to consider
Hear from Schroders as they provide a macro analysis of the global economy and share their views on what a post-COVID-19 recovery might look like.
How climate change and ESG factors are driving an investment shift
Learn about how climate change, ESG and other intangible factors are helping investors make better company valuations and more informed investment decisions.
Re-focusing on fixed income in a low-yield environment
Learn about how including fixed income strategies in your investment portfolio can help diversify sources of return and allow for more robust risk management.
Retirement income strategies during volatile and uncertain markets
Learn about the benefits and risks of different retirement income strategies during market volatility and uncertainty.
2020, the latest developments in Environment, Social and Governance investing
Learn about the current themes in ESG investing, recent regulatory changes and the key factors that investors should understand in 2020.
How to safeguard your investment portfolio
Learn how to develop an investment approach that considers many future scenarios (both positive and negative) and how portfolios should be adjusted to address potential risks and return.
2020 economic outlook with Roger Montgomery
Hear Roger Montgomery's views on the S&P/ASX 200 for the year ahead, impacts of a potentially slowing Australian economy and the advantages of a flexible investment strategy across sector, size and equity.
How our demand for data is creating investment opportunities
Learn about how a global increase in data consumption is creating unique investment opportunities in listed infrastructures.
Building a robust portfolio with infrastructure
Learn the unique investment characteristics of global infrastructures and why this is an asset class too large to ignore.
Dissecting diversification: Techniques used by hedge fund managers
Explore four common techniques used by hedge fund managers that have the potential to help smooth portfolio returns through diversification.
The rise of Global Listed Infrastructure and why now?
Learn the unique investment characteristics of global infrastructures and why this is an asset class too large to ignore for your portfolio.
Why emerging markets are too important to ignore
Learn how the emerging middle class may impact infrastructure for decades to come and the investment opportunities this may result in from Sarah Shaw, Global Portfolio Manager and CIO at 4D Infrastructure
Smart investing: Exercising discipline when building a portfolio
Investing is more than just picking companies that you fee will generate the greatest profits. A disciplined process for analysing investments is an essential step in portfolio construction.
Build a resilient portfolio for all stages of the economic cycle
Learn strategies in building your portfolio for any economic condition from John Owen, of MLC Investment Management, as he provides solutions to navigate an evolving world.
The role of alternative investments in a diversified portfolio
It's no surprise to see momentum gaining for alternative investments as people look beyond stocks, bonds and cash. In this webinar, Macquarie explain what to look for and how to incorporate alternative assets into your portfolio.
Hidden potential lies in small cap stocks
The Australian market is highly skewed towards large stocks. For investors looking to maximise their returns from a rich and diverse opportunity set, small cap stocks can be a good alternative.
Learn how to navigate the changing equity landscape
Driven by the technology sector, demographic changes and regulation, the Australian equity landscape can be a challenging environment to invest in. Look beyond the top stocks to find companies with future growth potential.
What to look for in emerging markets
Listen to why emerging markets and should be on an investors radar. Kim Catechis from Legg Mason also discusses some of the markets that excite him and why he is so interested in Peruvian banking.
Finding opportunities in the Australian market
Charlie Lanchester from Blackrock provide his outlook for the Australian market and discusses where he thinks Australian investors can find opportunities close to home.
Finding value in a volatile market
The recent downturn and volatility in global equity markets has given rise to an unpredictable environment for investors. Discover how to find value by identifying healthy sectors and strong stock countries.
Is this the end for SMSFs?
Various changes over the past several years have impacted SMSFs. This webinar explores the factors and circumstances in which the benefits of SMSFs may be outweighed by regulatory burdens and the general costs of maintaining one.
Preparing your portfolio for the long-term
Hear key findings from the long-term investing report produced by Russell Investments and the ASX. Russell Investments also share some of the assets and strategy’s that may be worth considering for a portfolio.
The importance of a strong management team
Discover how to identify quality management and why a strong team is crucial for a company to grow, develop and navigate rough waters from Amit Lodha of Fidelity.
Identify small cap stocks that will last the distance
Australian small cap stocks can be a popular investment due to their higher growth potential over large cap stocks. Aberdeen can teach you how to identify high-quality businesses that can last the distance.
Exploring Exchange Traded Funds (ETFs)
In this podcast, we explore the world of ETFs with Damon Gosen from VanEck and discuss what the next-evolution of this asset may look like.
Why more Australians should consider high-grade bonds
Australians are chronically underweight relative to high-grade bonds, according to Paul Chin of Jamieson Coote Bonds. Find out how they can help to defend a portfolio in a down market.
Investing in today's low interest rate climate
In today's low interest rate and elevated global-debt environment, it can be difficult to know where to invest. Discover Perpetual's methodology on how to identify high-quality businesses with consistent cash flow and earnings growth.
2019 Investment forecast with Roger Montgomery
Hear Roger Montgomery's views on the current economic climate, the potential investment opportunities in this environment and, his thoughts on the banks, property, commodities.
Three key ways investing overseas helps de-risk your portfolio
When it comes to successfully riding out the inevitable ups and downs of financial markets, investing offshore allows you to access a range of new opportunities while spreading your risk.
Strengthening your portfolio with infrastructure
Deep-dive in to infrastructure investing and discover what it is, its benefits for a portfolio and when we should expect driverless cars on our roads.
What makes a good company great?
Discover the methodologies Fidelity uses in assessing a company's quality. Using a number of stock story examples, learn how to identify whether a company’s management is unique and well positioned to benefit from future trends.
Diversifying your portfolio with hybrid investments
Hybrids can be attractive to investors for their franked income, low volatility and diversification benefits. But as an investment containing features of debt and equity it’s important to understand their structure, risks and rewards.
Investing in a late-cycle market
We discuss strategies investors should consider in a late-cycle market, and also explore the benefits bonds can provide a portfolio during periods of volatility.
2019 economic outlook with Roger Montgomery
Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, shares his key investment insights and opportunities for the year ahead.
Bumpy rides vs smooth journeys in long term investment
Russell Investments look at the common behavioural biases that could be negatively impacting your portfolio, and also share insights into what investment strategy is expected to provide a smoother year on year return.
Generating income for your portfolio in a late-cycle market
Learn how you can defend your portfolio in times of heightened market volatility and explore the different types of fixed-income investments with Paul Chin, Head of Investment Strategy and Research at Jamieson Coote Bonds.
Building a concentrated portfolio
Can you create a successful portfolio with a small number of securities? Don Huber from Franklin Templeton, discusses how his team builds effective and diversified concentrated portfolios.
Why we need to start early to teach children about finances
We all play a role in ensuring the financial well-being of future generations. Here are exercises and tools that can be used at home and in school to ensure kids are financially literate, capable, and prepared for their future.
Identifying quality small cap stocks
Learn four attributes to look for when identifying quality small cap stocks. Michelle Lopez from Aberdeen shares some stock stories and gives her thoughts on the current macro-economic conditions.
Investing globally: Key benefits and considerations
Learn about the advantages of investing offshore as well as some strategies to manage the impact foreign currency risk can have on your portfolio from Jonathan Shead, Head of Retirement Solutions at State Street Global Advisors,
How millennials are driving more responsible investment opportunities
Millennials' determination to use their growing financial clout to tackle pressing global problems is creating significant new investing opportunities. Stuart Palmer, Head of Ethics Research at Australian Ethical Investment discusses.
Hybrids: Opportunities, challenges and the state of play for Australian investors
Chris Joye, Co-CIO at Coolabah Capital Institutional Investments, provides an update on the hybrids market and the opportunities available for Australian investors looking to access the unique features of this asset class.
How to find value
Garry Laurence from Perpetual Investments joins the show to discuss how investors can look for value in the market.
How infrastructure investments can strengthen your portfolio
For investors building a well-balanced investment portfolio, including infrastructure could play a stabilising role shares Ofer Karliner, portfolio manager with Magellan Asset Management.
Preparing children for their financial future
We all play a role in ensuring the financial well-being of future generations. Banqer explore exercises and tools that can be used at home and in the classroom to ensure that kids are prepared for their financial future.
Why ETFs might be a smart investment choice
Learn about the features and benefits of Exchange Traded Funds, trading tips and how to choose ETFs that are right for your investment portfolio from Damon Gosen of VanEck.
Planning for your long-term financial objectives
Russell Investments explore the performance comparison of various investments over 10, 20 and 25 years based on the finding from the 20th edition of the annual Russell Investments/ASX Long-Term Investing Report.
Unlocking Smart-Beta ETFs for your portfolio
Smart Beta investment strategies aim to capture the beta of a market in the smartest possible way. Damon Gosen from VanEck explains what this investment is and its potential benefits for investors.
Super contributions: New rules and key issues for June 30
Learn the new superannuation contribution rules you should be aware of and understand how they could affect your super savings. Nigel Smith, Netwealth technical consultant, discusses ahead of June 30, 2018.
Diversification opportunities for 2018
Read why Arnhem Investment Management’s Gino Rossi believes Australian investors looking for genuine offshore diversification in 2018 could do well to focus on specific stocks in sectors such as technology, healthcare and retail.
Green is the new black: The different shades of responsible investing
Learn how to break through the greenwash with Dr Stuart Palmer, of Australian Ethical Investment, as he provides an overview of the different ways that responsible funds incorporate social and environmental impacts into their strategy.
Managed accounts are not all the same
Despite their many benefits, not all managed accounts are the same; neither are their underlying technologies. Here we explore their differences and why investors should do their research before taking the leap.
Protecting your portfolio with infrastructure
Delve into the world of infrastructure investing with Ofer Karliner, from Magellan Asset Management, as he discusses the benefits for investors and how it could help to protect your portfolio against rising inflation.
Finding mispriced investment opportunities
Finding anomalies in the market is an approach some investment managers use to find the investment gems. PM Capital’s Founder and Chief Investment Officer Paul Moore explains how mispriced opportunities are found and what this strategy has ...
Understanding, exploring and selecting Exchange-Traded Funds (ETFs)
Learn about ETFs and the factors driving their popularity with Damon Gosen from VanEck. Damon will also discuss what you should consider when selecting an ETF for your retirement and financial goals.
Is outcome based investing good for retirees?
Outcome based investing is one way retirees can structure their portfolios to meet their financial and lifestyle goals. Aberdeen Asset Management Investment Specialist Josh Hall explains what it is, why it challenges conventional ...
2018 economic outlook with Roger Montgomery
Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, shares his views on the factors, drivers and influences that could determine investment returns in 2018.
Commercial property stands up to residential
Mark Mazzerella, Real Estate Securities Analyst from APN Property Group, looks at how commercial and residential property differ and why commercial property and Real Estate Investment Trusts (REITs) are being considered by some ...
2018 investment outlook - Technology, health and retail
Hear the outlook for growth industries, such as technology and heathcare, and what upstream and downstream retail investment opportunities exist with Gino Rossi, Back-up Portfolio Manager for Arnhem.
What you thought you knew about emerging markets
Emerging markets are prone to myths which are not helpful when making investment decisions. Orbis Investment Advisory Director, Dr Graeme Shaw dispels two key myths and tells you what you should really be focusing on when making ...
Learn how technology can supercharge your investment strategy
Find out how technology is changing the way you can invest and manage your portfolio. Steve Thomas, Head of Managed Accounts at Netwealth, discusses the benefits and risks to investors.
In the world of investing, can you have it all?
The challenge of ensuring investors don’t outlive their retirement income is here. Malcolm Whitten, Portfolio Manager for Nikko Asset Management, discusses how Australian Equities can help overcome the longevity issue, delivering ...
Investment Moneyball: Taking advantage of market anomalies
Learn how you can apply the Moneyball theory to find market anomalies and potentially discover good investment opportunities. Listen to Paul Moore, Founder and Chief Investment Officer of PM Capital.
Give growth a chance
Indicators of great growth stocks include a high return on equity and historical sales growth. Tim Samway from Hyperion explores how to identify growth stocks, such as Amazon, using their evaluation method.
Building investment portfolios for retirement
Discover what markets could look like in the future and some of the strategies investors use in order to continue meeting their retirement goals, with Josh Hall from Aberdeen Asset Management.
Chase growth not income if you want quality investments
Chasing income is not a winning strategy if you are trying to invest in growing companies, according to Rodger Montgomery.
Why investing in commercial property can be for everyone
Debunk the myth that only the wealthy can invest in commercial property and learn the benefits of adding property for income to your investment mix, with Mark Mazzarella from APN Property Group.
Value investing – Do you know the ins and outs?
Many investors may be familiar with value investing, but it does come with pitfalls, just like investing in shares generally. What are they and how can you avoid some of the common mistakes, whether you are in investing in Australian ...
How to spot investment opportunities in emerging markets
Hear from Dr Graeme Shaw, Director at Orbis Investment Advisory, on how to find contrarian investment opportunities in places others fear to tread, in Netwealth's June portfolio construction webinar.
The top five risks to global investors
Find out the top five challenges investors will be facing in the coming years, from geopolitical events to the transition of Australia's economy.
The key to low-cost diversification
With approximately 4,400 ETF options now available, they have become a popular way for investors to diversify their portfolio while keeping costs down. Tracey McNaughton from UBS explores ETFs, their fundamental features and advantages.
Finding income without sacrificing growth
Malcolm Whitten, Portfolio Manager at Nikko Asset Management, discussed how to obtain strong dividend income from Australian equities without sacrificing growth in our May portfolio construction webinar.
How to find and invest in ASX growth companies
During our April webinar, Tim Samway, Managing Director at Hyperion Asset Management, discussed growth stocks and why you should consider adding them to your investment mix.
Economic Snapshot – US Election
The surprise US election result has generated confusion and volatility in financial markets across the globe. Find out how the election results may impact investors in Australia.
Successfully investing in small and mid-cap stocks
As part of Netwealth's portfolio construction webinar series - Steve Johnson, Chief Investment Officer at Forager Funds Management presented to an audience on 16th March 2017 and shared his views on how to successfully invest in ...
ETFs: The key to quick and easy asset class exposure
BetaShares director of institutional business and national accounts Vinnie Wadhera examines the different ETF products that can be used to give you quick, easy and cheap access to commodities, industry sectors and currency.
Economic Update with Roger Montgomery
As part of Netwealth's portfolio construction webinar series - Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management presented to an audience on 22nd February 2017 and shared his views on major ...
Using ETFs to meet your investment goals
BetaShares director of institutional business and national accounts Vinnie Wadhera explores the development of strategy-based ETFs, which are designed to meet specific investment objectives and protect against market volatility.
Going Global – Don’t I just need Apple shares?
As part of Netwealth's portfolio construction webinar series - Theo Maas & Sam Stobart from Arnhem Investment Management presented to an audience on 18th November 2016 and shared their thoughts on why investors should consider ...
ETFs and the democratisation of investing
BetaShares director of institutional business and national accounts Vinnie Wadhera explains what exchange-traded funds are, how quickly they've grown, and why they represent the "democratisation" of investing.
Discover cost effective investment strategies from UBS
As part of Netwealth's portfolio construction webinar series - Tracey McNaughton, Head of Investment at UBS presented to an audience on 26th October 2016 about an evolved strategy for today's investment climate.
I'm changing jobs - should I change my super too?
Australia's workforce is much more mobile than it used to be. Linking this mobility to our compulsory superannuation system, it becomes possible - even likely - to end up with multiple smaller super fund accounts.
Top ten estate planning tips
A will is really nothing more than a delivery device. It is there to ensure that the deceased's assets are delivered to desired recipients. A good will cannot replace good financial planning but, good financial planning can be for ...
The benefits of direct share ownership in overseas markets
The number of people investing in overseas markets is soaring as more investors take advantage of the benefits of owning international stock. Find out what is driving this trend, and why you may want to consider investing ...
What is Diversification?
In an ever changing world, there are many factors that can move markets very quickly. In this video, we help to understand what diversification actually means from a personal investment perspective and explain how this can help ...
Redundancy and employment termination payments (ETP)
Being made redundant can be a traumatic event for most people particularly where it is unexpected and unplanned.
Diversification in Superannuation
This video examines diversification in Superannuation. We look at what needs to be considered depending on one’s stage of life and appetite for risk.
Should you tap into the expertise of an investment manager?
Whether you are an experienced investor looking for new investment ideas or completely new to investing, there are many ways in which you can invest your money. The list of choices, strategies and investment vehicles available to ...
Key considerations when faced with the question of super and divorce
Relationship breakdowns are stressful and emotionally difficult times for those going through them. Under these conditions, it is easy to make poor financial decisions. This simple guide explains some of the key considerations when ...
Becoming “Spock” to improve investment returns
Chris Inifer, head of retail at contrarian investor Allan Gray, discusses how considering human bias in investments, and thinking more like Star Trek’s cool-headed Mr. Spock, can safeguard you against market downturns.