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The Ideas Exchange

ASX
Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. 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 any one acting or refraining to act in reliance on this information. © Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts

Episodes

An introduction to Sharia-compliant investing

Consumer preferences are changing. When we go to a café, we are spoilt for choice: soy, dairy, oat, almond, lactose-free milks. When it comes to investing, many consumers want to support companies that are purpose-driven with strong Environmental, Social and Governance (ESG) credentials. Many Australians are looking to invest in a way that aligns not only with their ethical values but also with their religious beliefs. Join ASX's Rory Cunningham and Muzzammil Dhedhy, Islamic Scholar & Chief Oper...

Jun 29, 202320 minSeason 1Ep. 45

ASX May 2023 Market Wrap

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...

Jun 01, 20238 minSeason 1Ep. 44

AI technology opening new investment opportunities

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 imm...

May 30, 202320 minSeason 1Ep. 43

Investing in 2023: the value of financial literacy and advice

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. See omnystudio.com/listener for privacy informat...

May 09, 202317 minSeason 1Ep. 42

ASX April 2023 Market Wrap

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...

May 03, 20239 minSeason 1Ep. 41

ASX March 2023 Market Wrap

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...

Apr 03, 20239 minSeason 1Ep. 40

Macroeconomic environment and global SMID opportunities

In this episode Chris Wallis, Chief Executive Officer, Chief Investment Officer, and Senior Portfolio Manager at Vaughan Nelson Investment Management joins Jacinta to cover a wide range of topics. Through the lens of the current macroeconomic environment, they discuss inflation and interest rates, 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 inve...

Mar 20, 202333 minSeason 1Ep. 39

ASX February 2023 Market Wrap

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 5 minute 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, ...

Mar 02, 20239 minSeason 1Ep. 38

Key sectors and stocks to watch in 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 and stocks to watch in 2023. Join Rory and Grady as they review the latest Bell Potter research and provide an outlook for sectors such as tech, resources, IPOs, retail, healthcare and much more. See omnystudio.com/listener for privacy information.

Feb 02, 202346 minSeason 1Ep. 37

ASX January 2023 Market Wrap

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 5 minute 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, ...

Feb 01, 20237 minSeason 1Ep. 36

Principles to guide your investment decision making

Whether you are just starting your investing journey or have been through many market cycles, having investment principles to guide your decision making can help make you a better investor. 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. Join Jacinta and Martin as they explain the importance of having clear goals and a suitable asset allocation, keeping costs to...

Jan 08, 202329 minSeason 1Ep. 35

ASX December 2022 Market Wrap

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 5 minute 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. See omnystudio.com/listener for privacy information.

Jan 03, 20239 minSeason 1Ep. 34

ASX November 2022 Market Wrap

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 5 minute 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. See omnystudio.com/listener for privacy information.

Dec 01, 20223 minSeason 1Ep. 33

Headwinds and tailwinds driving the economy and markets

What a year it has been for investors! Inflation, rising interest rates, volatile equity markets, and geopolitical tensions are driving investor uncertainty. In this episode, Gemma Dale, Director, 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. Join Rory and Gemma as they analyse the current market environment, review the lead economic indicators, go through the sectors and how they ...

Nov 30, 202227 minSeason 1Ep. 32

Investment tips for declining markets - an ESG approach

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. Anthony then explains Firetrail's high-conviction philosophy, and how their ESG-focused investment process helps to identify companies they believe will outperform the mark...

Nov 03, 202232 minSeason 1Ep. 31

ASX October 2022 Market Wrap

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 5 minute 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. See omnystudio.com/listener for privacy information.

Nov 02, 20223 minSeason 1Ep. 30

ASX September 2022 Market Wrap

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 5 minute 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. See omnystudio.com/listener for privacy information.

Oct 03, 20224 minSeason 1Ep. 29

Power up your investment knowledge with ASX

World Investor Week is a global campaign to raise awareness about the importance of investor education and protection. In this edition The Ideas Exchange podcast, ASX celebrates World Investor Week, focusing on education and resources. 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. From regular up...

Sep 29, 202223 minSeason 1Ep. 28

How megatrends are shaping our global economy and society

This month Thomas Taw, Head of ETF and Index Investments Strategy at 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. See omnystudio.com/listener for privacy information.

Sep 08, 202223 minSeason 1Ep. 27

ASX August 2022 Market Wrap

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 5 minute 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. See omnystudio.com/listener for privacy information.

Sep 01, 20223 minSeason 1Ep. 26

How to invest in volatile markets

Despite the current market downturn, James Holt, Director of Investor Solutions at Perpetual Limited, believes there are always gems in the chaos for long-term investors. 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. See omnystudio.com/listener for privacy information.

Aug 08, 202223 minSeason 1Ep. 25

ASX July 2022 Market Wrap

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 5 minute 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. See omnystudio.com/listener for privacy information.

Aug 01, 20224 minSeason 1Ep. 24

How clear goals help you find the investment that is right for you

Over the last 10 years we had an extended bull run and investors have been able to profit, but if we look at the past hundred years on average we had a bear market every 3 years. According to Shani Jayamanne, Senior Investment Specialist for the Individual Investor division of Morningstar Australia, over the long term the market goes up, but there is lots of volatility in between, so investors really have to look at their goals in terms of when they need to achieve them. This month Rory and Shan...

Jul 06, 202235 minSeason 1Ep. 23

ASX June 2022 Market Wrap

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 5 minute 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. See omnystudio.com/listener for privacy information.

Jun 30, 20224 minSeason 1Ep. 22

Practical tips for investing in a higher interest rate environment

Interest rates have recently started to rise in Australia and around the world. Those who started investing in the last 10 years haven’t been exposed to a rising interest rate environment before so will be asking what impact it will have on the market, different asset classes and investors going forward. Gemma Dale, Director of SMSF and Investor Behaviour at Nabtrade, joins Rory this month to discuss why rates are rising and what investors need to consider when making investment decisions in the...

Jun 08, 202233 minSeason 1Ep. 21

ASX May 2022 Market Wrap

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 5 minute 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. See omnystudio.com/listener for privacy information.

Jun 01, 20225 minSeason 1Ep. 20

Impact investing - delivering financial and social returns

When we think about investing, we generally think about achieving our own financial goals and investing for our future. But, have you ever wondered how you can invest and also have the potential to make a difference in the community? Helen is joined by Caroline Gurney, CEO of Future Generation, the first listed investment company in Australia that aims to deliver both investment and social returns. Hear all about how their model works, and how fund managers waive their management or performance ...

May 11, 202227 minSeason 1Ep. 19

ASX April 2022 Market Wrap

Listen to a ASX’s new 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 5 minute 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. See omnystudio.com/listener for privacy information.

May 03, 20225 minSeason 1Ep. 18

ESG Investing: Investments that reflect your values

Environmental, social, and governance (ESG) criteria are an increasingly popular way for investors to evaluate companies in which they might want to invest. In this month's episode, Rory Cunningham chats with Jessica Leung, Equity Portfolio Manager at Betashares, about the rise in ESG investing around the globe and in Australia. Join them to learn more about what ESG investing is, the different methodologies used when building an ESG portfolio, how to measure the impact the money invested is hav...

Apr 20, 202224 minSeason 1Ep. 17

ASX March 2022 Market Wrap

Listen to a ASX’s new 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 5 minute 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. See omnystudio.com/listener for privacy information.

Mar 31, 20224 minSeason 1Ep. 16