In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, is joined by Jolon Knight, an investment specialist from Hyperion Asset Management. They dive into the global equities market, exploring the opportunities Hyperion sees for investors.

They discuss investing in "new world" businesses as opposed to "old world" businesses and how Hyperion identifies and invests in these companies for the long-term, acting as business owners rather than share traders. Knight also shares insights on the potential impact of the recent US presidential election, and their outlook on inflation and the market environment moving into 2025.

In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, is joined by Tim Van Klaveren, Head of Australian Fixed Income at UBS Asset Management.

They discuss macroeconomic factors impacting fixed-income markets, including the global shift towards more accommodative monetary policy following a period of high inflation, the complexities of managing fixed-income portfolios in this environment, and the potential implications for various bond market segments. Van Klaveren offers his outlook on interest rate movements, and they discuss APRA's regulatory changes regarding tier one securities and what these mean for a diversified portfolio, as well as the impact of global trends, including the US election and China's stimulus measures, on fixed income investments.

The Indian economy is the fastest-growing major economy in the world. Driven by internal demand and a burgeoning middle class, India may offer an opportunity for investors.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Mugunthan Siva, Managing Director and Co-Founder of India Avenue Investment Management. Mugunthan shares his perspective on why he believes India is poised for continued growth, the factors driving corporate earnings, and the expanding investment opportunities in specific sectors like pharmaceuticals and real estate.

They also explore the impact of government policies, digitisation, and infrastructure development on the Indian economy and the potential risks of investing in India, such as rising oil prices and industrial challenges.