Building on the first episode in this series, Aaron Viscayno, Business Development Associate with the Investment Products team at ASX, and Marc Jocum, Senior Product and Investment Strategist, Global X, continue laying the groundwork with a new list of things to consider when beginning to invest on ASX. Marc goes back to the fundamental question of what is your end goal and your time frame because that will dictate not only where you should be investing in terms of asset allocation, but also set...
Mar 03, 2025•30 min
With a new year comes a clean slate to set goals, intentions and plan for the year ahead. This is especially true on your investing journey. To help new investors getting started, we are running a three part podcast series laying the groundwork with a list of things to consider when beginning to invest on ASX. In the first episode of the series, Jacinta King, ASX, asks Laura Besarati, Market Analyst at CommSec, some questions to cover the basics of investing including the difference between stoc...
Feb 06, 2025•22 min
For the first 2025 episode we invited David Bassanese, Chief Economist at Betashares who goes through some 2024 market performance highlights to set the scene for what, in his view, is to come in 2025. Join us to hear his thoughts about unemployment, inflation, rate cuts and how we compare to other countries; what data is showing about a possible cooling in the housing market and 2024 best performing sectors. Looking ahead he discusses the impact of a second Trump's presidency, US Federal debt a...
Jan 06, 2025•21 min
How do investors digest and make sense of geopolitics and the role big players like the US, China and other super-powers have in markets? How wary should we be of the current world politics and their effect on markets? In this episode James Holt, Head Investment Specialist at Perpetual, shares his views on these topics and discusses sectors that are doing well at the moment. Join James and Jacinta as they review the US election, global equities, interest rates and Perpetual's investment thesis....
Nov 27, 2024•35 min
Geopolitical tensions are creating uncertainty in markets globally. In this episode of Ideas Exchange Catriona Burns, Lead Portfolio Manager at WAM Global, presents an outlook for global equities and explains how external pressures are affecting different regions or sectors, the investment themes that are evolving, and the opportunities she sees for growth in today’s economic context. Join Catriona and Rory as they review the current state of market, US elections, interest rates, geopolitics and...
Oct 29, 2024•33 min
The role of ETFs in a portfolio has traditionally been synonymous with passive investing, however, more than half of all ETFs that were listed on the ASX last year were active ETFs. The investment landscape is changing rapidly due to an increased demand for institutional quality portfolio building blocks designed to offer an enhanced outcome for investors at a more cost-effective price. In this Ideas Exchange episode, Blair Hannon, ETF Investment Strategist at Macquarie, joins Jacinta King to de...
Sep 29, 2024•28 min
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. Show notes: The Fund (VBTC) aims to give investors exposure to the price of Bitcoin. It does this by investing in the VanEck Bitcoi...
Sep 04, 2024•30 min
ASX investor research and ETF reports have shown an uptick in investor interest of ETFs over the past few years. According to the latest Australian Investor Study, there has been an increase of 1.2 million investors since 2019 and ETFs are more likely to be the first investment made rather than holding shares directly. To fill this demand, there are now over 300 investment products listed on the ASX across all asset classes. In this episode, Jacinta is joined by Tamara Haban-Beer Stats, Director...
Jul 30, 2024•27 min
When most people think about their investment portfolio, rarely do they consider the impact their investments can have beyond financial returns. But how many investment companies can confidently say they are making a meaningful difference in the lives of Australians on a daily basis? 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 ...
Jul 02, 2024•28 min
After a boom during the Covid-19 pandemic, the tech sector has seen a significant slowdown due to high inflation, elevated interest rates and global economic uncertainty resulting in reduced consumer spending, job cuts and tech spending. However, 2024 is shaping up to be the year of AI, with it proving to be one of the hottest trends driving global markets. In this episode Jacinta King and Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity, discuss Generative AI and ...
May 29, 2024•37 min•Season 1Ep. 66
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Produced by Piccolo Podcasts: https://piccolopodcasts.com.au/
May 02, 2024•4 min•Season 1Ep. 65
New to investing and not sure where to get started? In this episode, Jacinta King, Business Development Manager of Investment Products at ASX guides you through the fundamentals of building a portfolio. Join Rory and Jacinta as they review 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 episode will help novice investors to get a head start on their portfolio.
Apr 30, 2024•41 min•Season 1Ep. 64
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast e...
Apr 01, 2024•9 min•Season 1Ep. 63
Economists are currently saying we have a return to sound money (i.e. real estate, gold, silver, and bonds), so the 60/40 portfolio is back (60% equities/40% bonds), re-iterating the importance and virtues of diversification. 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 ...
Mar 26, 2024•32 min•Season 1Ep. 62
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast e...
Mar 01, 2024•8 min•Season 1Ep. 61
This month Rory Cunningham, ASX, is joined by Vihari Ross, Portfolio Manager at Antipodes, to review key macro and market developments seen during 2023 as well as Antipode's pragmatic value approach for the year ahead. As a global equities manager Vihari explains how they find value relative to a company's resilience and growth profile by identifying cyclical, structural and socio macro changes. She also shares some stock stories across a number of different sectors including AI, cloud infrastru...
Feb 26, 2024•32 min•Season 1Ep. 60
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast e...
Jan 31, 2024•10 min•Season 1Ep. 59
In this month's 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. Jump ahead to the sectors you are most interested in: 3.00 2023 overview 4.40 Technology 10.26 Consumer discretionary 19.15 Materials 30.04 Financials 33.22 Consumer staples 37.41 REITs 39.46 Healthcare 44.04 Recap Prod...
Jan 23, 2024•45 min•Season 1Ep. 58
If the ultimate goal of investing is to buy low and sell high, investors will benefit from understanding the economic cycle, and that markets slowing down isn't something to be fearful of but something that happens time and time again. According to Julia Lee, SPDR ETF Equities Strategist APAC, from State Street Global Advisors, investors should use this knowledge to become more confident in their investments and to keep their financial goals for the long term rather than panicking when there is ...
Dec 19, 2023•30 min•Season 1Ep. 57
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast experience working in funds management across global and Australian equities as well as listed property trusts. Jacinta is joined by Rob Nash, ASX's oracle of equities. S...
Nov 30, 2023•9 min•Season 1Ep. 56
In November the RBA announced another rate rise of 25 basis points to 4.35%. Consumer spending continues to be affected as people feel the cost of living pressures combined with sticky inflation and low wages growth. 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, te...
Nov 29, 2023•31 min•Season 1Ep. 55
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Rob Nash, ASX's oracle of equities. See omnystudio.com/listener for privacy informatio...
Nov 01, 2023•9 min•Season 1Ep. 54
Over the past few years there has been substantial divergence between large and small cap stocks, and this month's guest, Brittany Isakka from Spheria Asset Management, believes there is evidence that some sectors have started to show signs of convergence. In this episode, Rory and Brittany 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...
Oct 30, 2023•21 min•Season 1Ep. 53
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast e...
Oct 04, 2023•9 min•Season 1Ep. 52
Access to financial literacy has helped the overall understanding of the exchange traded product (ETP) landscape and the opportunity these products provides for investors. In Australia the ETP space is still growing and is expected to increase exponentially over the next several years. In this episode of the Ideas Exchange, Jacinta King and Tamara Haban-Beer Stats, Director, ETF and Index Investments Specialist, iShares by BlackRock, discuss the drivers behind the projected growth of ETPs and re...
Sep 27, 2023•21 min•Season 1Ep. 51
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast e...
Sep 01, 2023•10 min•Season 1Ep. 50
With rising interest rates, everyone is feeling the pain. No matter what sector investors are in - consumer, retail, tech, property - it feels like there is nowhere to hide. In this episode, Simon Shields, Director and co-founder of Monash Investors, joins Rory to delve into the world of small cap Australian shares. First they define small caps and the typical profile of the companies on the ASX that are part of that sector. Then they review some common misconceptions, and explore the benefits a...
Aug 29, 2023•24 min•Season 1Ep. 49
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 such as ensuring portfolio diversification and their ability to save and contribute to their portfolio. Having a long-time horizon, staying true to a set investment strategy and tuning out the market noise are very important in the current market conditions. In this episode Jacinta Schlosser is joined by Balaji Gopal, Head o...
Aug 01, 2023•19 min•Season 1Ep. 48
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta Schlosser, Business Development Manager, Investment Products at ASX, who has v...
Aug 01, 2023•8 min•Season 1Ep. 47
Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta Schlosser, Business Development Manager, Investment Products at ASX, who has v...
Jul 03, 2023•9 min•Season 1Ep. 46
