The Ideas Exchange

Interest rates are back in focus, creating new opportunities for income-seeking investors. In this episode of Ideas Exchange, Betashares’ Head of Fixed Income, Chamath De Silva, discuss why rates may stay higher for longer, the growing appeal of fixed income, and how proposed changes to capital gains tax could impact the investment landscape for Australian investors. Visit our blog: ⁠⁠https://www....

Why are so many Australians still sitting on the sidelines when it comes to investing? In this episode of Ideas Exchange, Jan-Carl Plagge, Head of Investment Strategy Group,APAC, at Vanguard, unpacks new research into what’s holding people back — from confidence and knowledge gaps to common misconceptions about how much money you actually need to get started. We also explore the role of financial...

How do you invest through market volatility? In this ASX Ideas Exchange episode, Aoris founder and CIO Stephen Arnold explains why staying disciplined when focusing on a small number of high quality global businesses matters during uncertain times. He shares how Aoris selects and holds long‑term winners, and brings the strategy to life with real‑world company examples from the portfolio. Visit our...

In this episode of ASX Ideas Exchange, James Rodda, Portfolio Manager and Co-founder of Antipodes shares expert insights on the forces shaping today’s investment landscape within the global small and mid-cap space . From shifting macro conditions to evolving market dynamics, James unpacks how investors can navigate uncertainty, stay disciplined, and position for long-term opportunities in an incre...

In the latest episode of The Ideas Exchange, Angus Gluskie from Whitefield shares practical insights on building resilient portfolios designed to deliver reliable income through changing market conditions. Hear how different income strategies work, why portfolio construction matters, and practical considerations for balancing stability, diversification and long-term growth outcomes. Visit our blog...

In the latest episode of Ideas Exchange, Mark Freeman, Chief Executive Officer of the Australian Foundation Investment Company (AFIC) joins us for a wide-ranging discussion on state of the markets, dividends and long term investing. Mark reflects on market activity over the summer break, shares his outlook for the Australian market in the year ahead and explains how AFIC strives to deliver stable...

In the latest episode of Ideas Exchange, host Jacinta King from ASX welcomes back Gemma Dale, Director of SMSF and Investor Behaviour at nabtrade, for a timely conversation recorded at the end of 2025. This episode opens with a look at the current macroeconomic landscape, including the latest inflation figures and what they mean for investors as the new year begins. The discussion then turns to th...

For our final episode of the year, we’re taking a moment to reflect on the conversations that shaped the seasons. This special edition brings together the most thought-provoking ideas, themes, and guests that sparked meaningful discussions throughout the year. From simplifying investing and understanding market performance to exploring global infrastructure and disruptive innovation, we revisit th...

In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses how they assess free cashflow and capital allocation to uncover the underlying potential of a company. He...

With five large banks and two major mining companies making up 40% of the ASX-100, many Australian equity investors risk overexposure to these sectors. In this episode, Robert Miller, Portfolio Manager at NAOS, explains their investment philosophy which focuses on companies outside the ASX50, with a high conviction, concentrated portfolio approach, aiming for long-term growth and value.  Tune in t...

APRA’s ruling on hybrids not only represents a shift towards a more resilient financial system but also opens opportunities for investors to redeploy capital into other income-focused investments.  Join us this month as Blair Hannon, Head of ETFs Australia at Macquarie Asset Management discusses APRA's decision to phase out bank hybrids, why they were popular and the impact their removal may have...

In this episode of ASX Ideas Exchange, we dive into Bell Direct's research on how Australian market sectors have performed over the past decade. Join Grady Wulff, Senior Market Analyst at Bell Direct as she unpacks standout performers like financials, tech, healthcare and consumer discretionary and takes a closer look at those that lagged behind like materials and energy. Plus, find out how unders...

In the last episode in our thematics series we explore all about long/short investing, a strategy designed to take advantage of both rising and falling stocks. Dr. David Allen, Head of Long/Short Strategies and Portfolio Manager of the Plato Global Alpha Fund at Plato Investment Management, joins The Ideas Exchange to discuss what it means to take long and short positions, the role that a long/sho...

In a world that continues to digitise, investing in companies or technologies that have the potential to fundamentally change existing industries, markets or ways of doing business has become the focus of fund manager Loftus Peak.  In this episode, Alex Pollak, Chief Investment Officer and Co-Founder of Loftus Peak, explains what disruption is and how it differs from innovation. Emphasising the im...

Not only is global infrastructure the backbone of modern society, it's also a compelling long-term investment opportunity. In this episode we’re joined by Sarah Lau, GLI Portfolio Manager at Resolution Capital to dive deep into the world of global listed infrastructure.  We unpack what this asset class is, why it's becoming increasingly relevant in today’s markets, and how investors can gain expos...

Join us with Firetrail’s Portfolio Managers, Eleanor Swanson and James Millar, as we turn our attention to understanding markets for the third episode in our series, A beginner’s guide to investing. Eleanor and James share their stories of how they became interested in investing which ultimately led them to forging a career in investing as Portfolio Managers. We discuss how markets have been perfo...

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 becaus...

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 An...

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 perform...

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 Jaci...

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 Catrion...

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 Id...

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) ai...

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 A...

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 th...