Episode 44:
A systematic approach to active ETFs
October 2024
In this Ideas Exchange episode, Blair Hannon, ETF Investment Strategist at Macquarie, joins Jacinta King to delve into active ETFs and how Macquarie's systematic approach to investing combines the history and experience of the institutional world to offer everyday retail investors access to the quantitative strategies with an attractive fee structure.
Episode 43:
An introduction to Bitcoin ETFs
September 2024
Following other initiatives around the world, VanEck recently launched a bitcoin ETF on ASX, providing investors seeking exposure to bitcoin with convenient access via ETFs. In this episode of ASX Ideas Exchange, Jamie Hannah, Deputy Head of Investments & Capital Markets at VanEck, joins Rory Cunningham to discuss why people invest in bitcoin and the risks involved.
Episode 42:
ETFs: building blocks for a diversified portfolio
August 2024
In this episode, Jacinta is joined by Tamara Haban-Beer Stats, Director, ETF and Index Investment Specialist, BlackRock and Gemma Dale, Director, SMSF and Investor Behaviour, nabtrade. They discuss how investors can put together an entire portfolio using ETFs and the difference between core and satellite ETFs as well as the benefits of indices.
Episode 41:
Philanthropic investing: it’s paying dividends
July 2024
In this episode, Rory Cunningham from ASX sits down with Caroline Gurney, CEO of Future Generation, to discuss the intersection of philanthropy and investing. They delve into how Future Generation selects charities to support and how this philanthropic approach integrates with their broader investment strategy.
Episode 40:
Is Gen AI driving a tech comeback?
June 2024
In this episode Jacinta King and Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity, discuss Generative AI and what it means for the beneficiaries of this technology. They unpack the investment opportunities that are arising from the key players in the AI ecosystem as well as the AI infused opportunities beyond tech, plus they review the risks investors need to consider as part of their exposure to this trend.
Episode 39:
How to start investing
May 2024
New to investing and not sure where to get started? Jacinta King, Business Development Manager of Investment Products at ASX will guide you through the fundamentals of building a portfolio. From covering the varying risks of different asset classes, the importance of fees and diversification and how critical it is to start early to reap the benefits of compound interest, this session is designed for novice investors to get a head start on their portfolio.
Episode 38:
Finding the sustainable competitive advantage
March 2024
In this jam-packed episode Anthony Doyle, Head of Global Investment Strategy at Firetrail, shares his thoughts on how they are managing company valuations, given that interest rates are expected to stay elevated for longer. He explains the value of high conviction investing and highlights the core investment principles Firetrail follow when choosing what companies to invest in. Plus, Anthony presents six company stories that Firetrail believe offer opportunities in the current global equity market.
ASX March Market Wrap
April 2024
ASX's Jacinta King and Graham O'Brien look at the key events that have impacted markets during March 2024.
Listen now to get a quick snapshot of the market.
Listening time: 9:20
Episode 37:
Key macro and market developments impacting global equities in 2024
February 2024
As a Global Equities manager Vihari Ross, Portfolio Manager at Antipodes, explains how they find value relative to a company's resilience and growth profile by identifying cyclical, structural change and socio macro changes. She also shares some stock stories across a number of different sectors including AI, cloud infrastructure, energy transition and sustainability.
ASX February Market Wrap
March 2024
ASX's Jacinta King and Graham O'Brien look at the key events that have impacted markets during February 2024.
Listen now to get a quick snapshot of the market.
Listening time: 7:36
Episode 36:
2024 Sector Outlook
January 2024
In this episode, Grady Wulff, Market Analyst at Bell Direct, discusses Bell Direct's key sectors for 2024. Join Jacinta and Grady as they review the latest Bell Direct research and provide an outlook for key sectors such as tech, materials, healthcare, REITs and much more.
ASX January Market Wrap
February 2024
ASX's Jacinta King and Rob Nash look at the key events that have impacted markets during January 2024.
Listen now to get a quick snapshot of the market.
Listening time: 9:54
Episode 35:
Rates, Recession and Recovery
December 2023
In this episode, Julia Lee, SPDR ETF Equities Strategist APAC, from State Street Global Advisors, and Rory explain the four phases of the economic cycle and then reflect on the current economic environment at a global level and then domestically at what is happening in Australia, what is inflation and why we need to tackle it, and what investors should be thinking about as they look to position their portfolio giving that backdrop.
Episode 34:
A measured approach to finding value in Australian equities
December 2023
This month Jacinta is joined by Will Curtayne, Portfolio Manager at Milford, to discuss how to find value in companies when the economy is facing persistent inflation and continued interest rate rises. This is a jam-packed episode full of insights about sectors such as materials, tech and banks, the role of cash, stories from the earning season and opportunities Milford are considering as part of their investment strategy. Plus Will explains Milford's investment approach to assess company value.
ASX November Market Wrap
December 2023
ASX's Jacinta King and Rob Nash look at the key events that have impacted markets during November 2023.
Listen now to get a quick snapshot of the market.
Listening time: 8:55
Episode 33:
Small cap sector showing signs of recovery
November 2023
In this episode, Rory and Brittany Isakka, Analyst at Spheria Asset Management, explain why micro and small-cap indices have underperformed and the drivers that are showing that sector recovery is on its way. They also discuss Spheria's research approach of fundamental bottom-up analysis and review a couple of stock stories from their portfolio.
ASX October Market Wrap
November 2023
ASX's Graham O'Brien and Rob Nash look at the key events that have impacted markets during October 2023.
Listen now to get a quick snapshot of the market.
Listening time: 9:06
Episode 32:
Exchange Traded Products - Outlook and opportunities
October 2023
Access to financial literacy has helped the overall understanding of the exchange traded product (ETP) landscape and the opportunity these products provide for investors. In this episode of the Ideas Exchange, Tamara Haban-Beer Stats, iShares, discusses the drivers behind the projected growth of ETPs and reviews the takeaways from the iShares mid-year outlook.
ASX September Market Wrap
October 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during September 2023.
Listen now to get a quick snapshot of the market.
Listening time: 9:03
Episode 31:
Opportunities for Small Cap Australian shares
September 2023
Even though the sector has underperformed over the last 12 months, Simon Shields, Director and co-founder of Monash Investors, explains that considering a longer-term horizon and aware of the past cycles, it seems to be a good time to invest in this sector. He shares his outlook for small caps, explains how Monash is positioning their portfolio, and presents the case studies of two of their most successful stocks.
ASX August Market Wrap
September 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during August 2023.
Listen now to get a quick snapshot of the market.
Listening time: 10:00
ASX July Market Wrap
August 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during July 2023.
Listen now to get a quick snapshot of the market.
Listening time: 8:16
Episode 30:
Long-term investing: a 60/40 portfolio approach
August 2023
Diversification is an investor's best defense against market volatility. No one can predict how markets will perform so investors should focus on the things they can control.
In this episode Jacinta Schlosser is joined by Balaji Gopal, Head of Financial Adviser Services at Vanguard Australia, to review the 60/40 portfolio strategy and how diversification can help investors weather market volatility. They also delve into the principles of portfolio construction and the value of advice.
ASX June Market Wrap
July 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during June 2023.
Listen now to get a quick snapshot of the market.
Listening time: 9:01
Episode 29:
An introduction to Sharia-compliant investing
July 2023
Join ASX's Rory Cunningham and Muzzammil Dhedhy, Islamic Scholar & Chief Operating Officer at Hejaz Financial Services, as they introduce Sharia investing and discuss the benefits, risks and screening process that is applied to help ensure investments follow the laws of Islam and offer the Muslim community, and any investor interested in ethical and socially responsible investing, investment outcomes that suit their beliefs.
ASX May Market Wrap
June 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during May 2023.
Listen now to get a quick snapshot of the market.
Listening time: 8:11
Episode 28:
AI technology opening new investment opportunities
June 2023
Netflix recommendations, autonomous cars, ordering at the quick service restaurant are basic applications that will be powered by AI in the future. Kieran Moore, Partner & Portfolio Manager at Munro Partners, thinks that there is an acceleration of AI practices today which means that the enablers - the semiconductor companies and the large compute companies - are in a position to benefit and grow this industry.
Join Rory and Kieran as they unpack Artificial Intelligence, from its concept and imminent impact in everyday life to the investment opportunities being created from this technology.
ASX April Market Wrap
May 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during April 2023.
Listen now to get a quick snapshot of the market.
Listening time: 8:57
Episode 27:
Investing in 2023: the value of financial literacy and advice
May 2023
In this episode, ASX's Jacinta Schlosser and Lauren Jackson, Director and Regional Sales Manager - QLD for Fidelity International, review some interesting findings from the soon to be released ASX Australian Investor Study. Join them to learn more about the latest investor demographics, the rise of ETFs as well as the benefits of early financial advice, principles of portfolio construction, and the wide range of investor resources available online.
ASX March Market Wrap
April 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during March 2023.
Listen now to get a quick snapshot of the market.
Listening time: 9:02
Episode 26:
Macroeconomic environment and global SMID opportunities
March 2023
In this episode Chris Wallis, Chief Executive Officer, Chief Investment Officer, and Senior Portfolio Manager at Vaughan Nelson Investment Management joins Jacinta to discuss the current macroeconomic environment, the rotation from growth to value stocks, the methodology behind the Vaughan Nelson Global SMID Fund and the reasons why Chris Wallis thinks global SMID caps are a great opportunity for Australian investors right now.
ASX February Market Wrap
March 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during February 2023.
Listen now to get a quick snapshot of the market.
Listening time: 8:40
Episode 25:
Key sectors and stocks to watch in 2023
February 2023
In this month's episode Grady Wulff, Market Analyst at Bell Direct, reflects on the drivers that shaped investment markets in 2022 and discusses Bell Direct's key sectors to watch in 2023. Join Rory and Grady as they review the latest Bell Potter research and provide an outlook for sectors they think will weather the challenge and will stay resilient throughout this year such as tech, resources, IPOs, retail, healthcare and much more.
ASX January Market Wrap
February 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during January 2023.
Listen now to get a quick snapshot of the market.
Listening time: 6:52
Episode 24:
Principles to guide your investment decision making
January 2023
In this episode Martin Dinh, Senior Investment Product Specialist for Investment Products at ASX, discusses key considerations for investors when deciding why, when and how to invest,and the importance of having clear goals and a suitable asset allocation, keeping costs to the minimum and maintaining perspective with long-term discipline.
ASX December Market Wrap
January 2023
ASX's Graham O'Brien and Jacinta Schlosser look at the key events that have impacted markets during December 2022.
Listen now to get a quick snapshot of the market.
Listening time: 9:05
Episode 23:
Headwinds and tailwinds driving the economy and markets
December 2022
Inflation, rising interest rates, volatile equity markets, and geopolitical tensions are driving investor uncertainty. In this episode, Gemma Dale, Director of SMSF and Investor Behaviour at nabtrade, discusses how these factors and more may continue to play out in markets and what they mean for investors going forward.
ASX November Market Wrap
December 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during November 2022.
Listen now to get a quick snapshot of the market.
Listening time: 3:20
Episode 22:
Investment tips for declining markets - an ESG approach
November 2022
This month Anthony Doyle, Head of Investment Strategy at Firetrail joins Rory to discuss everything global equities and particularly, in light of the recent market volatility, they comment on what they are hearing from companies and highlight what investors need to keep in mind when investing in the current market conditions.
ASX October Market Wrap
November 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during October 2022.
Listen now to get a quick snapshot of the market.
Listening time: 4:02
Episode 21:
Power up your investment knowledge with ASX
October 2022
Join Graham O’Brien, Head of Equity Derivatives at ASX and Theresa Lintvelt, Senior Manager Brand and Content, as they navigate the wealth of tools, resources and information that ASX produces for investors at any stage of their investment journey.
ASX September Market Wrap
October 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during September 2022.
Listen now to get a quick snapshot of the market.
Listening time: 4:02
Episode 20:
How megatrends are shaping our global economy and society
September 2022
Thomas Taw, BlackRock, joins Rory to discuss the core megatrends that are shaping our future, the impact they are having on particular industries and companies, and key considerations for investors when deciding how to invest into these trends.
ASX August Market Wrap
September 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during August 2022.
Listen now to get a quick snapshot of the market.
Listening time: 3:19
Episode 19:
How to invest in volatile markets
August 2022
Join Rory and James as they review some lessons from the 1970s, discuss the challenges of inflationary tailwinds and explain the latest market movements for some of the most popular asset classes.
ASX July Market Wrap
August 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during July 2022.
Listen now to get a quick snapshot of the market.
Listening time: 4:08
Episode 18:
How clear goals help you find the investment that is right for you
July 2022
Shani Jayamanne of Morningstar explores goals-based investing. Join us to find out how to navigate your choices and weigh up different asset classes and styles of investing to ensure you’re heading in the right direction.
ASX June Market Wrap
July 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during June 2022.
Listen now to get a quick snapshot of the market.
Listening time: 4:08
Episode 17: Practical tips for investing in a higher interest rate environment
June 2022
Gemma Dale of nabtrade looks at the impacts of rising interest rates on the market, different asset classes, and investors going forward.
ASX May Market Wrap
June 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during May 2022.
Listen now to get a quick snapshot of the market.
Listening time: 4:34
Episode 16: Impact investing - delivering financial and social returns
May 2022
In this month's episode, Helen is joined by Caroline Gurney, CEO of Future Generation, to explain the model of the first listed investment company in Australia that aims to deliver both investment and social returns.
ASX April Market Wrap
May 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during April 2022.
Listen now to get a quick snapshot of the market.
Listening time: 4:35
Episode 15: ESG Investing - Investments that reflect your values
April 2022
In this month's episode, Rory Cunningham chats with Jessica Leung, Equity Portfolio Manager at Betashares, about the rise in ESG investing in Australia and around the globe.
ASX March Market Wrap
April 2022
ASX's Graham O'Brien looks at the key events that have impacted markets during March 2022.
Listen now to get a quick snapshot of the market.
Listening time: 4:20
Episode 14: The changing face of investing
March 2022
Helen Chong speaks to Rachel White, of Vanguard Australia about the changing face of Australian investing. Rachel shares her wealth of insights about how women invest differently from men, how to use investing to achieve longer-term financial goals, plus shares her tips on key resources that are useful for all investors.
ASX February Market Wrap
March 2022
In the first of ASX’s new monthly Market Wrap podcasts, ASX's Graham O'Brien looks at the key events that have impacted markets during February 2022.
Listen now to get a quick snapshot of the market.
Listening time: 4:51
Episode 13: 2022 market outlook
February 2022
As top stories become more negative, Shane Oliver, AMP, reminds investors of the importance of putting things in context, focusing on the long term, avoiding getting blown up by the cycle, and turning down the noise.
Episode 12: Market makers and their role in the ETF ecosystem
January 2022
Morgan Potter and Gordon Reid from Nine Mile Financial, one of Australia’s key market makers in the ETF ecosystem, join Martin to gain a better understanding of the role of market-makers and how they support the ETF ecosystem.
Episode 11: Investing in disruptive businesses
December 2021
Alex Pollak from Loftus Peak makes the case for investing in disruptive businesses. He talks about the types of disruptive companies Loftus Peak look out for, real life stock stories, and how Loftus Peak are navigating rising inflation pressures and China’s recent crackdown on tech firms.
Episode 10: Foraging for investment opportunities with Forager Funds Management
November 2021
In this episode, Martin chats with Steve Johnson, founder of Forager Funds Management, about what type of companies they look for, how their investment philosophy has changed over time, some of the lessons they have learnt along the way, their outlook on inflation and much more.
Episode 9: From potential to exponential, the ETF journey
October 2021
To celebrate the 20th anniversary of ETFs, Martin chats to Meaghan Victor, Head of SPDR ETF Asia Pacific at State Street Global Advisors, to learn more about the ETF market’s origins and how it has evolved to become one of the most innovative tools to help investors build long-term wealth.
Episode 8: Accessing income through commercial real estate debt
September 2021
Commercial Real Estate (short for CRE) debt asset class aims to provide investors with consistent and reliable income and less capital volatility. To help us understand the investment opportunities behind the commercial real estate debt asset class, Martin chats with Yin-Peng Chiew, Director of Strategy at Qualitas Group.
Episode 7: Invest in the Future - Games and eSports
August 2021
Why might investors consider positioning their portfolio to capture the performance of a growing industry? Martin Dinh chats with Damon Gosen, Director of Business Development at VanEck Australia, to unveil all about the Video Game and eSport industry and the investment opportunities available to investors.
Episode 6: Changing times, changing markets
July 2021
In this episode of The Ideas Exchange Martin Dinh chats to ASX colleague, Graham O’Brien, Senior Manager, Equity Derivatives, Derivatives and OTC Markets about the year that was, the implications of events such as the GameStop saga for Australian investors, and the changing face of investment preferences in a post-COVID world.
Episode 5: Making the most of Australian small caps
June 2021
The Ideas Exchange Martin Dinh speaks with Emilie O’Neill, ESG and Equities Analyst with eInvest. They discuss the risks and benefits of investing in small caps, the importance of active management, and the value of applying an environmental, social and governance approach into a portfolio.
Episode 4: Getting to grips with Listed Investment Companies and Trusts (LICs and LITs)
May 2021
In this edition of The Idea Exchange podcast, Martin Dinh is joined by Ian Irvine – CEO of LICAT (Listed Investment Companies & Trusts Association) – as they cover an overview of LICs and LITs, debunk some myths and share insights about how to go about investing in LICs and LITs.
Episode 3: Robo-advice - a new way of looking at financial advice?
April 2021
What is robo-advice? In this episode of The Ideas Exchange, ASX’s Martin Dinh talks with Sarah King from Stockspot to learn how robo-advice differs from other forms of financial advice, who robo-advice might be suitable for and how robo-advice can help you meet your investment goals.
Episode 2: Girl power - female investors taking charge
March 2021
With the celebration of International Women's Day in March, Martin Dinh and special co-host Anastasia Anagnostakos, are joined by nabtrade's Gemma Dale as they discuss how more women are looking at investing, the difference between male and female investors, and sharing tips and insights for women looking to invest for the first time.
Episode 1: Leaps and bounds - the rise of ETFs
February 2021
Listen to the first edition of The Ideas Exchange podcast in which ASX’s Senior Investment Product specialist - Martin Dinh - talks to Dan Annan from BetaShares about the rise in popularity of ETFs and the outlook for the year ahead.
Other resources
ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions.
ASX grants a non-exclusive licence to download the content for private and non-commercial use only. You may not use the content for any other purpose including without limitation distribution to a third party or implying a connection between you (or any third party) and ASX, its officers, employees or contractors. The views, opinions or recommendations of the author or speaker in the content are solely those of the author or speaker and do not in any way reflect the views, opinions, recommendations of ASX. The content is provided for educational purposes only and is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions.
ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from anyone acting or refraining to act in reliance on this information.
© Copyright 2022 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2022.
