In this episode, Paul O'Connor sits down with Matthew Webb, co-founder of Scarcity Partners, to unpack private equity's next frontier: GP staking. Discover how shifting from funds to backing managers is rewriting the growth game.

Tune in to learn:

• Why backing businesses and leaders, not just individual funds, gives you exposure across all their investments, bypasses the J curve, and can unlock greater growth potential

• Why the right strategic partnerships drive scale, and how to seize this opportunity in the Australian market

• Disciplined due diligence: How Scarcity Partners' multi‑stage process and deep relationship building surfaces the best managers

• How private markets could make up 10% of Australian wealth portfolios and why GP staking can help position you for early advantage*

Want to deepen your understanding of private market due diligence? Discover insights from 12 industry thought leaders and their five-stage approach to refining the process. Download now.

Disclaimer: Information provided is general information and not indicative of future results. *Depending on strategy and market conditions.

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