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The Portfolio Construction Podcast

In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about.Together they explore potential…

Podcast · By Netwealth Investments Limited · English · Official site

Indexed episodes, last 90 days
2
Latest publication
Aug 18, 2026
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Earliest in this view
Jul 10, 2026
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Latest episodes

  1. Episode · Aug 18, 2026

    EP86: The new drivers of Private Equity returns - Neuberger Berman (opens the original)

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    For more than a decade, private equity benefited from a tailwind of low interest rates, cheaper leverage and expanding valuation multiples. According to Gabriel Ng, that environment has changed, and so has the private equity playbook. In this episode of the Portfolio Construction Podcast, Paul O'Connor sits down with Gabriel to explore what's driving private equity returns in today's market. They discuss: Why private equity managers may need to rely more on growth and operational improvements to

  2. Episode · Jul 10, 2026

    EP85: Are we late to AI or right on time? - Global X (opens the original)

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    AI is overhyped - but are we actually early, not late? In this episode, Paul O'Connor sits down with Billy Leung from Global X to unpack why artificial intelligence may be less about hype and more about a multi‑year investment cycle. As the AI opportunity broadens, the challenge is capturing it without overloading on the same few stocks. Tune in to hear Billy's thoughts on: Why AI may still be in the early stages of a multi‑year investment cycle, with spending and adoption accelerating rather th

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