In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Management at Invesco Real Estate. Together, they unpack the forces reshaping global property portfolios - from retail's resurgence and shifting office dynamics to the rising demand for residential assets. The conversation explores strategies to diversify across property sectors and the realities of investing in fast-growing sectors like data centres.

Get insight on:

• The shift in property portfolios: office exposure plunges while industrial real estate and residential property dominate
• Why retail property offers short-term upside, residential drives medium-term growth, and targeted office assets remain a smart long-term play
• The risks and opportunities in data centres, and why a cautious approach is essential
• The expanding role of private markets and alternatives in institutional portfolios, and why property continues to be a core allocation

Curious about the bigger picture? Netwealth's latest private market reports dive deeper into the rise of private real estate and niche lending, showing how global investment professionals, from Lipman Burgon to Evidentia, are making private real estate a cornerstone allocation in client portfolios. For more insights, download the reports now.

In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Helen Mason, Portfolio Manager at Schroders Investment Management Australia. Helen explores the real story behind Australia's credit markets and where change sparks new opportunities for advisers and investors.

Get insight on:

• How APRA's phase-out of hybrids and the shift to Tier 2 capital are changing liquidity, pricing, risk, and yield in Australian credit markets
• Why credit is now preferred over equities for stable income, lower volatility, and capital preservation
• How Australia's strong economy, bond yields, and rate cuts are creating new opportunities in fixed income and credit
• The rise of private credit and commercial real estate lending, and the importance of liquidity, diversification, and regulatory scrutiny for robust portfolios

In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies.

The conversation explores:

• How China's leadership in renewable energy, shipbuilding, and electric vehicles is opening fresh investment opportunities

• The race for technological dominance, particularly in AI, and its impact in transforming industries, reshaping supply chains, and redefining global trade and security

• Australia's need to diversify its export mix, pointing to opportunities in services, education, tourism

• How active management in fixed interest is unlocking high-yield opportunities across government, corporate, and infrastructure debt

• The importance of long-term thinking and understanding how policy and regulatory factors influence portfolio performance