This month The Ideas Exchange celebrates International Women’s Day and ASX’s Helen Chong spoke to Rachel White, Head of Product Strategy for Vanguard Australia. They discuss the changing face of Australian investing – from the growth of younger investors to the increased market participation by women investors. Rachel shares her wealth of insights about how women invest differently to men, how to use investing to achieve longer-term financial goals, plus shares her tips on key resources that are...
Mar 07, 2022•42 min•Season 1Ep. 15
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 03, 2022•5 min•Season 1Ep. 14
As top stories become more negative, Shane Oliver, AMP, reminds investors of the importance of putting things in context, focus on the long term, avoid getting blown up by the cycle and turn down the noise. Helen, one of our new hosts, chats with Shane about the latest headlines and what they mean to our economy, covering hot topics from inflation, where he sees interest rates going, to his views on all things crypto and climate change. Despite a shaky start to the year, Shane shares how he turn...
Feb 09, 2022•45 min•Season 1Ep. 13
Market makers play a key role in the ETF ecosystem and they do this by ensuring ETF prices are accurate and that the trading of ETFs is smooth in all market conditions. Despite their importance, market-making is often an area that is not well understood amongst investors. This month 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 ...
Jan 13, 2022•31 min•Season 1Ep. 12
Disruption has been a very popular theme with investors in 2021. We have seen a record number of investors flock to ETFs that provide exposure to disruptive themes, such as cloud computing, battery technology, hydrogen and clean energy as investors look to take advantage of some of these long term disruptive trends. In this month’s episode Martin speaks with Alex Pollak at Loftus Peak to explore the investment case for disruptive businesses, including what type of disruptive companies Loftus Pea...
Dec 08, 2021•24 min•Season 1Ep. 11
A contrarian approach can work really well at the right point in time, but that doesn’t mean you have to be aggressively contrarian all the time. In this month’s 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. Head to asx.com.au for more articles, online courses and event inf...
Nov 11, 2021•55 min•Season 1Ep. 10
In 2001, there were just two Exchange Traded Funds (ETFs) on ASX. Today, ASX is the home of ETFs, with 223 ETFs available across a broad range of asset classes. As at 31 August 2021, ASX ETFs had over $122 billion in assets. To celebrate the 20th anniversary of ETFs, Martin chats to Meaghan Victor, Head of SPDR ETF Asia Pacific at State Street Global Advisers, 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 lo...
Oct 13, 2021•27 min•Season 1Ep. 9
As interest rate reach all-time lows, investors are actively searching for alternative investments that can provide them with a reliable and consistent income to help them fund their living expenses, lifestyle and retirement. 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-Pe...
Sep 16, 2021•26 min•Season 1Ep. 8
Over the last decade the video games and eSport industry has been on the rise and gathering a lot of pace as a result of advances in technology. Today, it is a multimillion dollar industry that is transforming entertainment, sports and media. In Australia it has been a hot topic amongst investors over the last 12 months with the VanEck Vector Video Game and eSport ETF attracting over $100 million in assets since it first launched in September 2020 and becoming one of the fastest growing ETFs ove...
Aug 12, 2021•25 min•Season 1Ep. 7
At the halfway point of 2021, we look back at what has been a busy and eventful year across Australian and global markets. Reverberations from the pandemic continue to have an impact, global trade tensions are top of mind, the ASX has seen historic highs in terms of trading volumes and a new breed of investor is changing investment preferences. In this episode of The Ideas Exchange Martin chats to ASX colleague, Graham O’Brien, Senior Manager, Equity Derivatives, Derivatives and OTC Markets abou...
Jul 08, 2021•23 min•Season 1Ep. 6
In episode five of the Ideas Exchange, your host Martin Dinh is joined by Emilie O'Neill, ESG and Equities Investment Analyst at Perennial Value Management. In this chat, Martin and Emilie explore some of the benefits and risks of the small cap sector, and delve into why it's been one of Australia's best performing sectors over the last 12 months. Emilie also takes a deep dive into the eInvest future fund, an actively managed ETF focussing on socially responsible small and mid cap companies in A...
Jun 14, 2021•26 min•Season 1Ep. 5
This month on ASX’s Ideas Exchange, Martin explores Australia’s oldest investment structure, listed investment companies and trusts, commonly known as LICs and LITs. He’s joined by Ian Irvine, CEO of the Listed Investment Companies and Trust Association or LICAT. Together they highlight some of the main features of LITs and LICs, discuss the positives and negatives and debunk many of the common myths surrounding the investment structure. Head to asx.com.au for more articles, online courses and e...
May 13, 2021•27 min•Season 1Ep. 4
Some analysts predict that the robo-advice industry will grow to over $US1.26 trillion by 2023. So 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. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“conten...
Apr 11, 2021•25 min•Season 1Ep. 3
In the second episode of the Ideas Exchange, Martin Dinh is joined by his colleague and special co-host, Anastasia Anagnostakos, to discuss the importance of investing for women with Gemma Dale. Gemma is the Director of SMSF and Investor Behaviour at Nabtrade and hosts her own podcast, Your Wealth. Gemma shares her wealth of insights into the gender differences when it comes to investing, the amazing opportunities online investing platforms offer, some tips for both women and men looking to ente...
Mar 01, 2021•55 min•Season 1Ep. 2
Listen to the first edition of The Ideas Exchange podcast. 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. In the very first episode of The Ideas Exchange podcast, host and Senior Product Manager at ASX - Martin Dinh, caught up with Exchange-Traded Funds (ETFs) expert, Dan Annan, who is the Director and Head of Institutional Business at BetaShares. BetaShares is one of Australia...
Feb 15, 2021•35 min•Season 1Ep. 1
