Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
Manage episode 462200903 series 2498101
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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.
70 episoade
EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
Distribuie
Manage episode 462200903 series 2498101
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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.
70 episoade
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The Portfolio Construction Podcast
1 EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion 34:01
34:01 
Redare mai Târziu 
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Plăcut34:01
Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn 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.…
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The Portfolio Construction Podcast
1 EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management 36:56
36:56 Redare mai Târziu Redare mai Târziu Liste Like Plăcut36:56
Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn 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.…
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The Portfolio Construction Podcast
1 EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management. 36:49
36:49 Redare mai Târziu Redare mai Târziu Liste Like Plăcut36:49
Redare mai Târziu Redare mai Târziu Liste Like PlăcutThe 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.…
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The Portfolio Construction Podcast
1 EP 68: The new face of private equity - HarbourVest Partners 46:46
46:46 Redare mai Târziu Redare mai Târziu Liste Like Plăcut46:46
Redare mai Târziu Redare mai Târziu Liste Like PlăcutThe private equity landscape is evolving, with companies staying private longer due to available growth capital, expanding access and investment opportunities in private markets. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Craig MacDonald, Managing Director of HarbourVest Partners Ireland. Craig shares his perspective on why he believes private equity consistently outperforms public markets, the growing interest from Australian investors, and the innovative structures of modern private equity funds. They also explore emerging companies, liquidity and risk management strategies, and the transformative impact of AI on private markets, highlighting growth opportunities in sectors like healthcare and industrials.…
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The Portfolio Construction Podcast
1 EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management 38:02
38:02 Redare mai Târziu Redare mai Târziu Liste Like Plăcut38:02
Redare mai Târziu Redare mai Târziu Liste Like PlăcutConsidering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility—so how do you navigate this space effectively? In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Richard Ivers and Mike Younger from Prime Value Asset Management to explore the strategic benefits of small cap investing. They share their insights on the current market, highlighting specific stocks that offer strong, long-term growth potential. They discuss the benefits of diversifying with New Zealand stocks and how careful portfolio construction can manage volatility and downside risk in this dynamic space.…
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The Portfolio Construction Podcast
1 Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors 56:42
56:42 Redare mai Târziu Redare mai Târziu Liste Like Plăcut56:42
Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides downside protection and potential upside. They also explore the resilience of the US economy, the impact of interest rates on global property markets, and emerging investment themes such as self-storage, senior housing, and residential real estate. Tune in to understand the strategic differences between global and local REITs and how global real estate can enhance your diversified portfolio.…
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The Portfolio Construction Podcast
1 EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management 44:50
44:50 Redare mai Târziu Redare mai Târziu Liste Like Plăcut44:50
Redare mai Târziu Redare mai Târziu Liste Like PlăcutAs traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity. They explore the strategic placement of private credit within a diverse portfolio, investor considerations regarding liquidity, and the sector’s key risks, all while highlighting where the most valuable opportunities may lie.…
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The Portfolio Construction Podcast
1 EP 64: China's soft landing: fact or fiction? - Income Asset Management 41:17
41:17 Redare mai Târziu Redare mai Târziu Liste Like Plăcut41:17
Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertainties and spotlights Craig’s perspective on China’s inflation trajectory and its potential impact on the Australian economy, the AUD, and portfolio construction, amid concerns over China’s real estate sector and escalating debt levels.…
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The Portfolio Construction Podcast
1 EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management 44:21
44:21 Redare mai Târziu Redare mai Târziu Liste Like Plăcut44:21
Redare mai Târziu Redare mai Târziu Liste Like PlăcutFor some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, Emerging Markets at Northcape Capital, they discuss emerging markets and which ones have his attention this year and why, and those he’s avoiding in 2024.…
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The Portfolio Construction Podcast
1 Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares 31:29
31:29 Redare mai Târziu Redare mai Târziu Liste Like Plăcut31:29
Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Australian dollar, equity and emerging markets, interest rates, and inflation. They discuss investment implications, key risks, and potential disruptions to the 2024/25 outlook, including effects on energy supply due to tensions in the Middle East, a sell-off in the bond market due to fears of the US budget deficit, and a more substantial slowing in consumer spending.…
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The Portfolio Construction Podcast
1 EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors 41:52
41:52 Redare mai Târziu Redare mai Târziu Liste Like Plăcut41:52
Redare mai Târziu Redare mai Târziu Liste Like PlăcutThe resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global Natural Resources and Portfolio Manager at Janus Henderson Investors. They explore the vital role the global resource sector plays in our daily lives, with a focus on mining, energy, gold and agriculture. They examine the impact of various factors, including population growth and its effects on agriculture, energy transition, technological advancements that have reduced exploration risks and improved resource targeting, and geopolitical risks affecting investors.…
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The Portfolio Construction Podcast
1 EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management 41:45
41:45 Redare mai Târziu Redare mai Târziu Liste Like Plăcut41:45
Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates, and how they shape the global economic outlook and financial conditions. They also discuss the implications of these factors for monetary policy, such as quantitative easing and tightening, and how they affect the risk and return profiles of fixed income investors in today's market.…
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The Portfolio Construction Podcast
1 EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare 38:05
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Redare mai Târziu Redare mai Târziu Liste Like PlăcutThe healthcare industry is undergoing significant change due to increased demand from population growth, advancing medical services, and an ageing population, and as such healthcare real estate represents investment opportunities for some. In this podcast episode, Paul O'Connor, Head of Investments, Netwealth, interviews Andrew Hemming, the Managing Director of Centuria Healthcare. Andrew and Paul unpack the dynamics of the healthcare real estate sector in Australia including, the evolving models of care, the impact of interest rates, and its competitive nature.…
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The Portfolio Construction Podcast
1 EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management 34:06
34:06 Redare mai Târziu Redare mai Târziu Liste Like Plăcut34:06
Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Management. Together they unpack China’s economic outlook including its recent growth slowdown, policy stances, the global impact of China's recovery, the demographic trends challenging the country and the implications this has on investors and more.…
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The Portfolio Construction Podcast
1 EP 57: Explore the intricacies of emerging market equities - Fidelity International 49:45
49:45 Redare mai Târziu Redare mai Târziu Liste Like Plăcut49:45
Redare mai Târziu Redare mai Târziu Liste Like PlăcutIn this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including varying demographic, social, and evolving economic conditions. They also discuss potentially attractive valuations and emphasise the importance of understanding businesses and effectively managing risks.…
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