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.

The 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.

Considering 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.