The Portfolio Construction Podcast

Author: Netwealth Investments Limited

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 opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
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Language: en

Genres: Business, Investing

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EP 72: Global economic outlook and investment strategies for 2025 - Vanguard
Sunday, 2 March, 2025

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Matt Cho, Head of Multi-Asset Solutions at Vanguard Australia. Matt shares insights on Vanguard's recently released economic outlook for 2025, the performance of multi-asset products in 2024, and potential returns for various asset classes. They review the strong 2024 returns from international and Australian equities, and the positive performance of fixed-income markets. The discussion covers the global economic outlook, including perspectives on Europe, Asia, and Australian economies, as well as the US and the impact of Trump's re-election. They discuss the role of private credit in diversified portfolios, and Vanguard's long-term forecasts for equities and fixed income.