Results for: Portfolio construction

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.

Watch presentation

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.

Read more

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.

Watch presentation

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.

Watch presentation

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.

Watch presentation

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.

Watch presentation

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.

Watch video

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 ...

Read more

The basics of portfolio diversification

By spreading invested funds across a number of different assets you can reduce the overall risk for your portfolio, as you’re not relying on only one or two assets as your investment.

Watch video

How to Get Diversified

There are many paths that can be taken on the road to building and growing a diversified investment portfolio. Balancing risk, cost and time in achieving an investment diversification requires careful thought. This video provides ...

Watch video

Diversification in Practice – The Basic Building Blocks

This video discusses what diversification means in practice. The basic building blocks of establishing a diversified portfolio of investments that may include a small or large range of asset classes are explained.

Watch video

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.

Read more

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.

Read more

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.

Read more

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.

Watch presentation

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.

Read more

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 ...

Watch presentation

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.

Read more

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.

Read more

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 ...

Watch presentation

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 ...

Watch presentation

Is up the new consensus?

During our March 2017 webinar, Lukasz de Pourbaix from Lonsec Investment Solutions explores the rapidly changing environment Australian financial advisers face, and how to confidently construct investment portfolios in the current ...

Watch presentation

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 ...

Read more

Successful value investing in small and mid-cap stocks

During our March '17 webinar Steve Johnson, Chief Investment Officer at Forager Funds Management, shares his views on how to successfully invest in small and medium sized companies, including developing a winning investors mindset.

Watch presentation

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.

Watch presentation

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.

Read more

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.

Watch presentation

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.

Watch presentation

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.

Read more

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.

Watch presentation

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 ...

Read more

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 ...

Read more

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.

Watch presentation

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 ...

Read more

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.

Watch presentation

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.

Watch presentation

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 ...

Read more

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 ...

Read more

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.

Watch presentation

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.

Read more

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.

Watch presentation

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.

Watch presentation

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.

Watch presentation

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.

Watch presentation

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.

Watch presentation

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Watch presentation

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.

Watch the webinar recording

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.

Watch the webinar recording

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.

Read the article

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.

Read the article

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.

Watch presentation

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.

Read the article

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.

Watch the webinar recording

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.

Watch the webinar recording

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.

Read more

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.

Listen to the podcast

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.

Listen to the podcast

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.

Listen to the podcast

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.

Listen to the podcast

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.

Listen to the podcast

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.

Listen to the podcast

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.

Listen to the podcast

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.

Listen to the podcast

How to find value

Garry Laurence from Perpetual Investments joins the show to discuss how investors can look for value in the market.

Listen to the podcast

Investing for retirement

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.

Listen to the podcast

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.

Listen to the podcast

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.

Listen to the podcast

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. 

Watch the presentation

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.

Watch the presentation

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.

Watch the presentation

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.

Watch the presentation

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.

 

Watch the presentation

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.

Watch the presentation

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.

Watch the presentation

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.

Watch the presentation