Portfolio construction series
Recordings from our monthly webinar series, covering a range of topics from industry commentators.
2021 investment opportunities with Roger Montgomery
Hear from Roger Montgomery on whether there is a silver lining to the uncertainty of recent times and if conditions are set to boom in infected economies.
Explore the income and total return opportunities in Australian equities presentation
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.
Micro-cap companies and their investment potential
Hear from Ellerston Capital as they share an outlook on the Australian micro-caps sector, where the investment opportunities lie in the next 12 months and the key criteria to consider when researching and selecting micro-caps.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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,
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 ...
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 ...
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 ...
Are Australian investors sufficiently diversified?
Are Australian investors sufficiently diversified? We held an educational webinar to assist investors in considering diversification as a key action when building their portfolios.
Why you should consider investing outside of the ASX top 20
As part of Netwealth's portfolio construction webinar series, Bennelong Funds Management presented on the benefits of investing outside of the ASX top 20 stocks.
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.
Strategies for positive returns in volatile markets
As part of Netwealth's portfolio construction webinar series, a number of investment strategies and insights were presented to help build robust portfolios that withstand market volatility.
Why do people make irrational investment decisions? How to make sure you don't.
As part of Netwealth's portfolio construction webinar series, the topic explored was why people make irrational investment decisions and how a contrarian investment approach may help overcome this.
Why are ETFs gaining in popularity and how they can be used to help improve investment returns
As part of Netwealth's portfolio construction webinar series, one of Australia's investment managers explored why ETFs are gaining in popularity and how they can be used in a portfolio.
How to find undervalued investment opportunities in the market
As part of Netwealth's portfolio construction webinar series, Roger Montgomery explored the "value investing" approach and what it means for investors.