December 2024
As 2024 winds to a close, we discuss opportunities and risks for global equities and the bull and bear case for gold in 2025. We also present a guide to help first-time investors get started in the market as well as some winning strategies from the top-performing players of the latest ASX Options Game.
Plus, Perpetual joins ASX Ideas Exchange to review the US election, global equities, interest rates and how they position their investment thesis.
November 2024
In this edition, we discuss megatrend investing and how they can affect global markets, ask some experts for insights on the different investment styles first-time investors should be aware of, ponder on how our biases may help or hinder our financial choices and review risks and opportunities of investing in two of the most populous nations.
WAM Global joins Ideas Exchange to share an outlook for global equities and the themes and opportunities they see in today’s economic context.
October 2024
In October, ASX joins exchanges around the world to celebrate World Investor Week, an initiative to raise financial literacy awareness. We hope you find some useful insights in this edition.
This month we discuss how US presidential elections may affect sharemarkets, the features, benefits and risks of cryptocurrencies in portfolios and an options strategy for when investors expect higher market volatility.
Plus, we review the program of the upcoming ASX Investor Day conference, ASX's premier retail education event, empowering Australian investors with financial literacy and skills.
September 2024
Find out what the latest profit reports say about earnings, dividends and the economy. Also in this edition, six questions for first-time investors to consider, a review of the features, benefits and risks of A-REITs and pros and cons of geared ETFs.
Plus, VanEck joins The Ideas Exchange podcast to discuss why people invest in bitcoin and the risks involved.
August 2024
In this edition we discuss the best and worst performing sectors, how to avoid portfolio ‘diworsification’, how to invest in Bitcoin via Exchange Traded Funds and two options strategies for the upcoming reporting season.
Plus, in this month’s podcast, BlackRock and nabtrade unpack core and satellite ETFs and how they can aid portfolio diversification.
July 2024
In the July edition of ASX’s Investor Update we discuss how a broader recovery in international growth could be offset by political uncertainty, investment considerations to decode the AI landscape, the features, benefits and risks of high-conviction investing and the polarising strategies participants were testing in the latest Options Trading Game.
Plus, in this month’s podcast we delve into the intersection of philanthropy and investing.
June 2024
In this edition we share some tips to help you get ready for the New Financial Year. Review the bull and bear case for Australian shares, how parents can help their children to learn about investing, the benefits and risks of LIC premiums and discounts and four considerations for SMSF trustees.
Plus, is Gen AI driving a tech comeback? Listen to this not to be missed Ideas Exchange episode for Alphinity's discussion on the investment opportunities that are arising from the key players in the AI ecosystem as well as AI infused opportunities beyond tech.
May 2024
Find out what’s next for the Australian economy, the pros and cons of investing in private equity, insights from industry experts about what they wished they knew before they started investing and some tips on sharemarket seasonal patterns.
Plus in the latest Ideas Exchange podcast episode you can review the fundamentals of building a portfolio.
April 2024
This month you will be able to hear it first from a range of industry leaders presenting at our upcoming Investor Day, ASX's premier retail education event, empowering Australian investors with financial literacy and skills.
In this edition you will find out more about investment themes for FY25 and beyond, ways to invest in international equities, how small-cap companies can potentially be a source of attractive returns and the value of high conviction investing.
March 2024
This month we discuss where next for the Aussie dollar, the effect fees have on investment returns, opportunities arising in the non-bank lending sector, and how to get exposure to cash and fixed income via ETFs. Plus, in light of the upcoming International Women’s Day, experts share some investor education tips to encourage more female investors to get started in investing.
ASX February Market Wrap
Graham O'Brien & Jacinta King, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements. Listed now
February 2024
Welcome to the February edition of Investor Update, where we discuss megatrends to watch this year, what you need to consider when setting up an SMSF, and how to use Options to repair a stock position.
Plus we provide a 2024 outlook for ASX capital markets, a view on what is to come for key market sectors and an introduction to the new Sharemarket Game format for those interested in testing their investment skills.
December 2023
In our December edition, we review a year of two halves, key trends for 2024, a simple checklist to assess the right time to sell, and a summary of ASX education services that can help you get ready to invest in 2024. Plus, in our Ideas Exchange podcast, we discuss how to find value in companies when the economy is facing persistent inflation and continued interest rate rises.
Wishing you and your family a joyous festive season and a prosperous and healthy New Year. We will be back in early January 2024 with a special edition revisiting some of the most popular articles and podcasts of 2023 for some holiday reading.
November 2023
This month you will be able to hear it first from a range of industry leaders presenting at our upcoming Investor Day, ASX's premier retail education event, empowering Australian investors with financial literacy and skills.
Returning to Brisbane, Sydney and Melbourne, this catered, full day event is designed to provide investors of all knowledge levels with practical tools and knowledge to help improve your investment strategy and build your investing confidence. Register now
Find out more about the forces that are influencing equity markets, how to protect your portfolio against inflation, the benefits and risks of investing in emerging markets, why timing the market may not work for you, and so much more.
October 2023
Knowledge is power! Welcome to a special edition of Investor Update to celebrate World Investor Week, a global initiative to raise financial literacy awareness.
At ASX, we understand that knowledge is power so we provide a range of educational tools, information and resources for investors at all stages of their investment journey to build knowledge and gain a deeper understanding of the financial markets. We hope you find some useful insights in this edition.
September 2023
This month we review the ups and downs of latest earnings season, discuss the economic impacts of divorce, present the pros and cons of the most common investment options for first-time investors, and explore the difference between fixed rate versus floating rate bonds, plus we share the details of our very popular investor events in September.
August 2023
Welcome to the August edition of ASX’s Investor Update. Read now for insights about some key investing topics:
- How AI is boosting interest in tech stock,
- how to tune out of market noise when making investment decisions,
- what are the opportunities – and threats – for Australian Real Estate Investment Trusts, and
- how covered call ETFs could support income returns, plus much more.
July 2023
In this edition read about peaking inflation and what it means for investors, the benefits and risks of investing in Australian Real Estate Investment Trusts (A-REITs), using infrastructure-focused Exchange Traded Funds (ETFs) to diversify your portfolio, and a collar strategy to protect against moderate share price volatility.
Plus listen to the latest Market Wrap for a review of the financial year that was.
Remember to save the date for the next ASX Sharemarket Game – registrations open on July 13.
June 2023
In the June edition of Investor Update you will find investment tips and strategies to help you get ready for the next financial year. We present some insights on FY24 dividend season, review the pros and cons of tax-loss selling strategy, discuss three megatrends for FY24 and beyond and explain the benefits and risks of the Dogs of Dow theory, plus in the latest Ideas Exchange podcast we unpack AI technology and how it is creating new investment opportunities.
May 2023
This month you will be able to hear it first from a range of industry leaders presenting at our upcoming Investor Day, ASX's premier retail education event, empowering Australian investors with financial literacy and skills.
Returning to Brisbane, Sydney and Melbourne, this catered, full day event is designed to provide investors of all knowledge levels with practical tools and knowledge to help improve your investment strategy and build your investing confidence. Register now and get 50% off your ticket using code MAY2023.
In this edition you will find answers to questions such as where to next for shares?, why investors become emotional about money?, why markets see gold as a hedge against downturns? and much more.
April 2023
In this edition read about the earnings outlook for the second half of FY23, ChatGPT implications for the future of investment, a discussion on the prospects for the tech sector recovery, an introduction to Sharia investing, plus insights on why investor shouldn’t judge a covered call by its cover.
Listen to the new refreshed Market Wrap podcast in which Graham and Jacinta also discuss key market movements, latest research insights and market news.
Stay tuned for the special May edition of Investor Update which will be released by mid-May, and will include the findings of the latest ASX Australian Investor Study. It will also look at the latest investment trends, emerging investor segments and in-depth analysis of investor attitudes, behaviour and decision-making.
March 2023
In this special edition of Investor Update we take a deep dive into Listed Investment Companies (LICs), celebrating Australia’s longest-established listed investment company, Whitefield Industrials Ltd (ASX:WHF ), completing its 100th year of continuous operation this month.
Find out more about the beginnings of the LIC sector and how it allows investors to build diversified portfolios across Australian and global equities, fixed interest, and alternative assets. Learn about the social impact of LICs, and how they can make the world a better place through charity, diversity, and corporate governance.
Plus look under the hood, and get a deeper understanding of the key features, benefits and risks of investing in LICs.
February 2023
In this edition we review some key themes for investors in 2023 and the principles to consider in the journey to long-term wealth creation. The ASX listings team presents an annual review of 2022 capital markets, and investment experts discuss ways to invest for decarbonisation transition and how to manage currency risk.
PODCAST | INVESTOR UPDATE
03 FEBRUARY 2023
ASX January Market Wrap
Graham O'Brien, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
PODCAST | IDEAS EXCHANGE
03 FEBRUARY 2023
Key sectors and stocks to watch in 2023
Grady Wulff, Bell Direct
In this podcast, Grady reflects on the drivers that shaped investment markets in 2022 and discusses Bell Direct's key sectors and stocks to watch in 2023.
December 2022
In our December edition we present an outlook for 2023, review nabtrade insights into how their customers responded to volatile market conditions, and discuss some tips on how to deal with market volatility and losses.
We continue with the series on market participants and this month we interview a financial adviser, plus we go through some tips for experienced investors on how to grab uncertainty by the collar using Options.
PODCAST | INVESTOR UPDATE
02 DECEMBER 2022
ASX November Market Wrap
Graham O'Brien, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
PODCAST | IDEAS EXCHANGE
02 DECEMBER 2022
Headwinds and tailwinds driving the economy and markets
By Gemma Dale, nabtrade
Inflation, rising interest rates, volatile equity markets, geopolitical tensions, and what they mean for investors going forward.
November 2022
In this edition we answer some questions about global markets, review the pros and cons of active and passive investing, explore four future-focused themes for long-term investors plus we access the behind the scenes in the life of an ETF manager.
We also review the month that was in the October Market Wrap podcast and in the latest episode of The Ideas Exchange we discuss all about global equities and Firetrail's high-conviction investment philosophy.
PODCAST | INVESTOR UPDATE
04 NOVEMBER 2022
ASX October Market Wrap
Graham O'Brien, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
PODCAST | IDEAS EXCHANGE
04 NOVEMBER 2022
Investment tips for declining markets - an ESG approach
By Anthony Doyle, Firetrail
What investors need to keep in mind when investing in the current market conditions.
October 2022
Knowledge is power! Welcome to a special edition of Investor Update to celebrate World Investor Week, a global initiative to raise financial literacy awareness.
At ASX, we understand that knowledge is power so we provide a range of educational tools, information and resources for investors at all stages of their investment journey to build knowledge and gain a deeper understanding of the financial markets. We hope you find some useful insights in this edition.
PODCAST | INVESTOR UPDATE
05 OCTOBER 2022
ASX September Market Wrap
Graham O'Brien, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
September 2022
This month we present a profit season wrap-up, we ask two investment experts about key considerations when deciding whether to sell shares, and interview a Day Trader to learn more about how he chooses trades and his general advice for aspiring traders.
We also discuss how investing in global infrastructure can potentially offer inflation protection, and in the latest episode of The Ideas Exchange podcast we review how to invest in volatile markets.
PODCAST | INVESTOR UPDATE
01 SEPTEMBER 2022
ASX August Market Wrap
Graham O'Brien, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
August 2022
In this edition, we discuss dividend opportunities, tips on how to follow market announcements during reporting season, and how to assess potential returns from demergers.
We also review the prospects for bond and credit markets as interest rates rise, and unpack all about goal-based investing in the latest Ideas Exchange podcast episode, plus we interview ASX CEO Helen Lofthouse about her background, immediate focus, and thoughts about ASX and its role in Australia and New Zealand’s financial markets.
PODCAST | INVESTOR UPDATE
01 AUGUST 2022
ASX July Market Wrap
Graham O'Brien, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
July 2022
This month we share tips on how to seek opportunity in the current market downturn, how to focus on companies benefitting from long-term industry disruption, and how to protect your ETFs against currency moves. We also ask three experts for their advice about building wealth for your children, plus the latest Ideas Exchange podcast presenting Gemma Dale's three practical tips for investing in a higher interest rate environment.
PODCAST | INVESTOR UPDATE
01 JULY 2022
ASX June Market Wrap
Graham O'Brien, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
