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ASX Investor Day

ASX's premier retail education event, empowering Australian investors with financial literacy and skills

Welcome to Investor Day

ASX Investor Day is a catered, full day event designed to provide investors of all knowledge levels with practical tools and knowledge to help improve your investment strategy and build your investing confidence.

We are proud to announce that this series will be held in partnership with the ASX Refinitiv Charity Foundation, with all ticket sales going towards a range of Children's Disability and Medical Research Charities.

With presentations from industry experts on a range of topics, ASX Investor Day is one event no investor should miss. Key topics covered on the day include:

  • An economic update to understand what is impacting markets
  • Top stock ideas to consider adding to your portfolio
  • How to access megatrends driving global markets
  • The fundamentals of building an investment portfolio
  • More advanced techniques for experienced investors
  • And more…. 

On-demand investment insights

 

10 presentations

Principles to guide your investment decisions

Presented by ASX

Length 13:59

For those of us who are new to investing, it can certainly be a daunting task when deciding where to start and how to manage your investments. With such a large amount of innovative investment products made available in the last decade, it’s never been easier to build a diversified investment portfolio through your brokerage account. In this session, Aaron Viscayno, ASX will look to cover the basics you need to know to hit the ground running by covering the cumulative effect of compound interest, the importance of diversification and more to give you the confidence you need to begin your investing journey.

A brave new world

Presented by Betashares

Length 12:28

Trump’s trade war, Europe’s whatever it takes moment, and China’s AI ambitions—welcome to a brave new world.  Delve into how these transformative global events are reshaping investment opportunities and risks. Understand the implications for US exceptionalism, what is driving Europe’s market performance, and if Asian technology can catch up to US Big Tech. Join Tom Wickenden, Senior Investment Strategist with Betashares to gain valuable insights on how to navigate this evolving landscape and position your portfolio for success in these uncertain times.

Moneyball, The Big Short and overcoming the flaws in human judgement

Presented by VanEck

Length 11:03

Technology and programmable learning are revolutionising investment management. Systematic approaches are reducing variability and enhancing the quality of portfolio management decisions, while cutting through the noise that often clouds human judgement. In today’s markets, combing an agile investment approach with quantitative power is critical in giving portfolios an investing edge. In this presentation, Carmeron McCormack from VanEck will put forward a case for long/short investing and explore the psychology behind investment decisions, the evolution of quantitative investing, and the case for a long short strategy in Australian equities.

Stock market concentration: great when it works, terrible when it reverts

Presented by Firetrail

Length 11:20

Portfolio concentration is fine when the dominant companies are performing and in the past several years, investors have benefitted from a period of strong returns from the ASX giants. However, when these large companies underperform, concentration creates a huge headwind to returns. In contrast, the Australian small caps market is much more diversified. Hear from Carta Ryan, Firetrail who will discuss how they are positioned and will outline why now is the time for investors to consider improving their equities portfolio diversification with active small caps.

Finding value in an expensive market

Presented by Global X

Length 13:59

With Australian banks among the most expensive in the world and some global share markets trading at high valuations, investors face challenges in identifying value in a pricey world. This session examines how to navigate these expensive markets, focusing on smart investment strategies that uncover opportunities without overpaying for growth. Marc Jocum, Senior Product & Investment Strategist from Global X will explore strategies like Growth at a Reasonable Price (GARP) and other investment approaches to help identify attractive opportunities in today’s market.

Worried about putting all your eggs in one basket?

Presented by Fidelity

Length 8:34

There’s so much more to global investing than the mega household names known as the ‘Magnificent 7’. While these companies have dominated the headlines and delivered investors strong performance, valuations for large-cap companies are currently sitting at all-time highs. It would be a mistake for investors to ignore the multitude of small and mid-cap companies on offer with tremendous growth potential, often ‘flying under the radar’. Join Lukasz de Pourbaix from Fidelity as he explores the opportunity in the global small and mid-caps universe, the role this asset class can play in a diversified investment portfolio, and how Fidelity’s investment experts are identifying potential future industry leaders at their early stages of growth.

Looking to boost income in your portfolio?

Presented by Macquarie Asset Management

Length 13:00

Are you looking for ways to enhance the income potential of your investment portfolio? In the current financial landscape, including the recent decision by APRA to phase out hybrid securities, finding reliable income-generating assets is becoming harder. Join Blair Hannon, Head of ETFs, Macquarie Asset Management, for an insightful session where he will explore how fixed income active ETFs could help you achieve your income objective.

The Art of Adaptation: Strategies to thrive amid volatility

Presented by Schroders

Length 13:57

"When the facts change, I change my mind,” said the famed economist John Maynard Keynes. This truism applies to global markets today more than ever. As volatility and uncertainty continue to intensify, generating consistent outperformance requires a strategically bound and tactically executed approach to asset allocation.

Capitalising on opportunities in uncertain times

Presented by Wilson Asset Management

Length 12:10

In these uncertain times, Nick Healy from WAM Global speaks on their unique approach to capitalise on the current state of the markets. Hear how they select companies within certain thematics that are appealing over a multi year approach and how meeting with management teams across the globe helps to uncover opportunities and identify winners.

Buy, Hold, Sell

Presented by Bell Direct

Length 9:56

How do you determine when to buy, hold or sell a stock? There isn’t always a single ‘right’ answer. This presentation is your chance to listen to Grady Wulff, Market Analyst at Bell Direct who will explain how they approach stock selection by highlighting their top shares to Buy, Hold or Sell.

Past Investor Day presentations

EVENTDATEDESCRIPTION 
Investor DayNovember 2024Full playlistWatch now on YouTube ▶
Investor Day
May 2024Full playlistWatch now on YouTube ▶
Investor DayNovember 2023Full playlistWatch now on YouTube ▶
Investor DayMay 2023Full playlistWatch now on YouTube ▶
Investor DayNovember 2022Full playlistWatch now on YouTube  ▶
Investor DayMay 2022Full playlistWatch now on YouTube  ▶
Investor DayMay 2021Full playlistWatch now on YouTube  ▶