The Ideas Exchange

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 Elfred...

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. Produ...

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...

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. Graha...

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 intere...

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. Graha...

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....

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. Graha...

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 discr...

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...

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 e...

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 in...

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. Graha...

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 rec...

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. Graha...

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 Investme...

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. Graha...

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 t...

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 i...

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. Graha...

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. Graha...

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 th...

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. Graha...

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...

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...