The Portfolio Construction Podcast

Adam Grotzinger, Managing Director and Senior Portfolio Manager at Neuberger Berman, provides his outlook for 2021, why he is bullish on US and global trends, and how we could be expecting the strongest growth years since the pre-GFC era. Adam outlines some current market opportunities for investors wanting a regular and durable income whilst sharing his insights into the current low interest envi...

In this episode, Roger Montgomery, Founder and CIO at Montgomery Investment Management joins us to discuss the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes. 

In this episode, Matt Sherwood, Head of Investment Strategy at Perpetual  joins us discuss the outlook for the Australian and global economy, the potential impact of broadening import bans in China and how investors can generate positive returns in risk markets.

In this episode, Nicholas Cregan, Portfolio Manager and Partner at  Fairlight Asset Management  joins us to discuss the recent performance and outlook for global mid and small-cap equities, how they differ from Australian equities and why more investors should consider a global mid and small-cap strategy in their portfolio.

In this episode, David Bassanese, Chief Economist at  BetaShares  joins us to discuss the potential impact of the US election on global markets, how China's trade restrictions might impact the Australian economy, the opportunities for investors in value investing and an outlook for Australian equities.

In this episode, Rhett Kessler, Fund Manager of Pengana's Australian Equities Fund joins us to discuss the recent performance of Australian equities, what to expect from the sector in 2021 and where investors might look for opportunities in the current environment.

In this episode, Dr Laura Ryan, Head of Research at Ardea joins us to discuss fixed interest and specifically whether duration strategies can still provide diversification in portfolios in the current ultra-low interest rate environment.

In this episode, Marlena Lee, Head of Investment Solutions at Dimensional joins us to discuss the role that environment, social and governance (ESG) investing can play when building a fixed interest portfolio and why investors shouldn't have to sacrifice returns to meet their ethical objectives. Marlena also shares her views on how the markets might react to the upcoming US Presidential election.

In this episode, Dr Graeme Shaw, Director of  Orbis Australia joins us to share his experiences from the last two decades as a contrarian investor, why investors should look towards value stocks over high-growth and what investors might expect to see in the market from a pandemic driven recession.

In this episode, Ben Powell, Chief Investment Strategist, APAC at  BlackRock , joins us to analyse the trends from BlackRock's 2020 midyear global outlook, which includes the steps to restarting the global economy, the future economic impacts of blurred monetary and fiscal policies and the acceleration towards sustainable investing.

In this episode, Scott Berg, Portfolio Manager for the T.Rowe Price Global Equity Fund, joins us to discuss the recent performance and outlook of global equities, the role of value and growth stocks in your portfolio and the current factors driving company valuations. Scott also shares his views on the rising geopolitical risks between China and the US and his investment philosophy for navigating...

In this episode, Brian Leach, Credit Strategist at PIMCO joins us to discuss the impact of fiscal and monetary measures issued by Governments and central banks and whether enough has been done to avoid a deep global recession. Brian also shares his views on the current performance of the fixed income markets, and what investors can do to positions their portfolios going forward.

In this episode, Phillip Hudak and Matt Griffin from AMP Capital  joins us to discuss the performance and outlook of the Australian small caps sector. Our conversation covers the sector's performance since the COVID-19 outbreak, how they have managed market volatility, the biggest opportunities they see in the sector and their tips for investors to manage the current market uncertainty.

In this episode, Måns Carlsson-Sweeny from Ausbil joins us to discuss the latest trends in Environmental, Social and Governance (ESG) investing. Our conversation covers how to make ethical investment choices using ESG research, how rising geopolitical risks may impact ethical investing, the effect of the modern slavery act in developing nations and his investment tips for navigating the current ma...

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. 

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.

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 mar...

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.

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.

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.

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.

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.

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.

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.

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.