The Netwealth Portfolio Construction Podcast

A podcast series designed for anyone who is interested in seeing the investing landscape in a different light.

In this podcast series, our investment research team pick 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.

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

(Latest) Episode 21: Weekly review of the impact of COVID-19 on the financial markets - Chris Rands from Nikko AM (26 May)

Chris Rands - Nikko Asset Management

In this episode, Chris Rands from Nikko Asset Management joins us to discuss the impact of COVID-19 on the Australian economy, including the expected impact of the Federal Government's fiscal response on economic growth, the potential impact of geopolitical risks and what the Australian economy might look like post-COVID-19. 

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

All episodes:

Episode 1: What to look for in emerging markets
Episode 2: Preparing your portfolio for the long-term
Episode 3: Exploring Exchange-Traded Funds (ETFs)
Episode 4: Strengthening your portfolio with infrastructure
Episode 5: Investing in a late-cycle market
Episode 6: Roger Montgomery's investment forecast
Episode 7: Building a concentrated portfolio
Episode 8: Identifying quality small cap stocks
Episode 9: How to find value
Episode 10: Finding opportunities in the Australian market
Episode 11: Investing for retirement
Episode 12: Building a robust portfolio with infrastructure
Episode 13: 2020 economic outlook with Roger Montgomery

Weekly review of the impact of COVID-19 on the financial markets:
Episode 14: Weekly review of the impact of COVID-19 on the financial markets - Schroders (9 April)
Episode 15: Weekly review of the impact of COVID-19 on the financial markets - Roger Montgomery (14 April)
Episode 16: Weekly review of the impact of COVID-19 on the financial markets - Magellan (21 April)
Episode 17: Weekly review of the impact of COVID-19 on the financial markets - Coolabah Capital (28 April)
Episode 18: Weekly review of the impact of COVID-19 on the financial markets - AllianceBernstein (5 May)
Episode 19: Weekly review of the impact of COVID-19 on the financial markets - Russell Investments (12 May)
Episode 20: Weekly review of the impact of COVID-19 on the financial markets - Ausbil (19 May)
Episode 21: Weekly review of the impact of COVID-19 on the financial markets - Nikko AM (26 May)

Episode 1: What to look for in emerging markets

Kim Catechis - Legg Mason

This episode we discuss emerging markets and why they should be on the radar of investors from Kim Catechis of Legg Mason. We also probe Kim on some of the markets that excite him and why he is so interested in Peruvian banking.

Episode 2: Preparing your portfolio for the long-term

Scott Fletcher - Russell Investments

Discover some of the key findings from the long-term investing report produced by Russell Investments and the ASX and how they may impact  financial objectives. Scott Fletcher from Russell Investments also shares some of the assets and strategy’s that may be worth considering for a portfolio.

Episode 3: Exploring Exchange Traded Funds (ETFs)

Damon Gosen - VanEck

In this episode, we explore the world of ETFs with Damon Gosen from VanEck and discuss what the next-evolution of this asset may look like.

Episode 4: Strengthening your portfolio with infrastructure

Ofer Karliner - Magellan Asset Management

Enjoy our deep-dive on infrastructure investing with Ofer Karliner from Magellan Asset Management. Discover what infrastructure investing is, its benefits for a portfolio and when we should expect driverless cars on our roads.

Episode 5: Investing in a late-cycle market

Paul Chin - Jamieson Coote Bonds

With Australia potentially approaching or in a late-cycle market, we discuss some strategies investors should consider in these conditions with Paul Chin from Jamieson Coote Bonds. We also explore the benefits bonds can provide a portfolio during periods of volatility.

Episode 6: 2019 Investment forecast with Roger Montgomery

Roger Montgomery - Montgomery Investment Management

Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, discusses how he views the current economic climate and the potential investment opportunities in this environment. Discover his thoughts on the banks, property, commodities and a few of his own investing rules.

Episode 7: Building a concentrated portfolio

Don Huber - Franklin Templeton

How can you create a successful portfolio with a small number of securities? Don Huber, portfolio manager at Franklin Templeton, joins the show to discuss how his team builds effective and diversified concentrated portfolios.

Episode 8: Identifying quality small cap stocks

Michelle Lopez - Aberdeen

Small cap stocks are often associated with risk, but with the right research they can result in significant returns. Learn the four attributes to look for when identifying quality small cap stocks from Michelle Lopez, Head of Australian Equities at Aberdeen. She also shares some stock stories and also gives her thoughts on the current macro-economic conditions.

Episode 9: How to find value

Garry Laurence - Perpetual Investments

Everyone wants a bargain - but not everyone knows how to find one. Garry Laurence from Perpetual Investments joins the show to discuss how investors can look for value in the market.

Episode 10: Finding opportunities in the Australian market

Charlie Lanchester - Blackrock

Charlie Lanchester, Fund manager at Blackrock, joins the show to provide his outlook for the Australian market and to discuss where he thinks Australian investors can find opportunities close to home.

Episode 11: Investing for retirement

John Owen - NAB Asset Management

Discover investment strategies to help you build your retirement savings, and learn superannuation mistakes to avoid from John Owen, portfolio specialist at NAB Asset Management.

Episode 12: Building a robust portfolio with infrastructure

Gavin Peacock - CBRE Clarion Securities

Learn the unique investment characteristics of global infrastructures and why this is an asset class too large to ignore for your portfolio.

Read the transcript

You can also subscribe to this series on iTunes, Spotify, Soundcloud or Stitcher.

Episode 13: 2020 economic outlook with Roger Montgomery

Roger Montgomery - Roger Montgomery Investment Management

Hear from Roger Montgomery as he shares his views on the S&P/ASX 200 for the year ahead and the impacts of a potentially slowing Australian economy.

Read the transcript

You can also subscribe to this series on iTunesSpotify or Stitcher.

Episode 14: Weekly review of the impact of COVID-19 on the global financial markets - Schroders (9 April)

Sebastian Mullins, Fund Manager at Schroders

In this episode, Sebastian Mullins from Schroders joins us to discuss the impact of COVID-19 on the global financial markets, including the likelihood of a recession, emerging investment opportunities and tips for investors to navigate the current economic uncertainty.

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

Episode 15: Weekly review of the impact of COVID-19 on the financial markets - Roger Montgomery (14 April)

Roger Montgomery, Montgomery Investment Management

In this episode, Roger Montgomery from Montgomery Investment Management joins us to discuss the current state of the Australian economy, including the impacts of a potential recession and Government stimulus-response, the present value of Australian equities and the winners and losers from a falling Australian dollar.

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

Episode 16: Weekly review of the impact of COVID-19 on the financial markets - Magellan (21 April)

Hamish Douglass - Magellan 

In this episode, Hamish Douglass from Magellan​​ joins us to discuss the outlook of the global financial markets, including the impact of a global economic slowdown, potential geopolitical risks and tips for investors to navigate the current market volatility.

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

Episode 17: Weekly review of the impact of COVID-19 on the financial markets - Coolabah Capital (28 April)

Christopher Joye - Coolabah Capital​​

In this episode, Christopher Joye from Coolabah Capital​​ joins us to discuss the impact of COVID-19 on the Australian economy, including the potential damage to the GDP, current state of the fixed interest market and an outlook on Australian property.

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

Episode 18: Weekly review of the impact of COVID-19 on the financial markets - AllianceBernstein (5 May)

Roy Maslen - AllianceBernstein

In this episode, Roy Maslen from AllianceBernstein joins us to discuss the impact of COVID-19 on the Australian economy, including the financial implications of the Government's isolation policies, what sectors are presenting investment opportunities for investors and his tips for navigating the current market uncertainty.

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

Episode 19: Weekly review of the impact of COVID-19 on the financial markets - Alex Cousley from Russell Investments (12 May)

Alex Cousley - Russell Investments

In this episode, Alex Cousley from Russell Investments joins us discuss the impact of COVID-19 on the Australian and global economies, including the spread of the virus around the world, the impacts of a worldwide recession, rising geopolitical tensions between the US and China, the companies best placed to withstand an economic slowdown and his investment philosophy for navigating the current market uncertainty.

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

Episode 20: Weekly review of the impact of COVID-19 on the financial markets - Tobias Bucks from Ausbil (19 May)

Tobias Bucks - Ausbil

In this episode, Tobias Bucks from Ausbil joins us discuss the impact of COVID-19 on the Australian and global economies, including the recent performance of global small-caps, the companies performing well during the current crisis, emerging ESG trends and his investment philosophy for navigating the current market uncertainty.

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

Episode 21: Weekly review of the impact of COVID-19 on the financial markets - Chris Rands from Nikko AM (26 May)

Chris Rands - Nikko Asset Management

In this episode, Chris Rands from Nikko Asset Management joins us to discuss the impact of COVID-19 on the Australian economy, including the expected impact of the Federal Government's fiscal response on economic growth, the potential impact of geopolitical risks and what the Australian economy might look like post-COVID-19. 

Read the transcript

You can also subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

Don't forget to subscribe to this series on Apple PodcastsSpotify, Google Podcasts or Stitcher.

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