Nicole Haddow is a twice-published author passionate about teaching the average Aussie about the property market, and ethical investments. 

In this podcast, Aleks and her talk about how Nicole is living Aleks' cottage-core dream life, the guilt of ethical investing, and greenwashing. 

They also cover:

• Nicole's past as a 'spender'
• Aligning investments with values, and the tension between ethics and financial realities
• AGL's de-merger attempt and company restructuring
• Whether we can meet climate change goals through investing activism

You can follow Nicole Haddow on Instagram here, buy her book The Ethical Investor, here, and buy her book Smashed Avocado here. 

 

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

What does a manager on one of Selfwealth's most popular ethical funds have to say about ditching Elon? Tesla made headlines recently for being booted from the S&P 500 ESG index, but BetaShares' ETHI dropped him off their index years ago.

Why? Because the G, often deemed as the less sexy part of the acronym, holds just as much weight as its peers. 

To go behind what it means to run an ethical fund, we spoke to Jess Leung. She educates the masses through Instagram (@theleungway) but she's also a manager on ETHI — a top 10 ETF held by Selfwealth members. 

We covered:

• Jess' first investing memory
• Why ETHI is true to label, and what that even means
• What positive and negative screening is
• How BetaShares screens for E, S, and G.
• Why people don't think the G is as sexy
• Why BetaShares dropped Tesla years ago
• Funds that perform during times of high inflation
• A day in the life of an ethical fund manager
• Diversity and the importance of female representation in finance

 

See omnystudio.com/listener for privacy information.

"It’s only when the tide’s going out that you can see who’s been swimming naked."

In this episode, Aleks goes straight to the source, talking to Justin Walsh from Morningstar — don dadas of investment research — about what the hell we're meant to do when our portfolios are swimming in a "sea of red". 

We cover:

• The tech stock downturn, and how it's interwoven with the price of oil
• Will the market level out when inflation does
• Value and growth stocks
• Whether you start buying when there's "blood in the streets"
• Diversification — as a risk
• The long-term value in ESG, and its change from tobacco stocks to today
• Why you need to read the PDS (product disclosure statement)
• Thoughts on investors experiencing decline for the first time

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

 

See omnystudio.com/listener for privacy information.

Are there tax advantages to investing in ETFs? Why is Vanguard pro blockchain, but not crypto? What's the (not so) secret sauce behind Vanguard's immense market share??

In this chat, Aleks chats to Balaji Gopal, the leader of Vanguard's retail division about all of the above, including how he got his start in the industry. 

Other talking points include:

• Vanguard's cut-through with differing generations, and why Vanguard account for over 60% of millennial ETF holdings on the Selfwealth platform
• ETF mechanics and tax drag
• What a company as big as Vanguard has to consider when rebalancing 

 

SelfWealth Ltd ACN 52 154 324 428 (“SelfWealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

And, are they a good investment decision?

ETF Securities (ETFS) are on the verge of releasing what may be Australia's first direct-exposure crypto ETF… but they've hit a few snags along the way. 

In this podcast, Aleks chats to Kanish Chugh, ETF Securities' Head of Distribution, to get the scoop on what's happening with the ETF launch, and hear ETFS' thoughts on thematics funds.

In this episode you'll hear:

• Why you should care about a crypto ETF
• How ETFS are dealing with risks and regulations
• Why all ETF fund managers are 'lazy'
• The big deal about thematic ETFs, from one of Australia's largest thematic providers

SelfWealth Ltd ACN 52 154 324 428 (“SelfWealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.