In this episode of Ghost Stories, Duma Mxenge (Business Development Manager at Satrix) joins the platform for the first time for a great discussion around ETFs, trends around this type of investment and the way that investors understand the products and use them.

More specifically, we discussed:

Some of the generational trends coming through in the attitude to investing and particularly ETFs, including fees.

The impact of fees in a wealth creation journey.

Whether investors tend to have a good understanding of the underlying indices tracked by ETFs

The approach to using ETFs and whether investors see this as a “playing safe” approach or a more active investment decision.

A discussion around ETFs as the core underpin in a portfolio, leaving space for more speculative opportunities in single stocks.

The value of local ETFs that track global indices vs. moving cash into foreign currency and incurring forex costs.

The benefit of ETFs in the context of rebalancing of a portfolio of single stocks.

Whether retail investors can do it all themselves vs. using financial advisors as part of the journey.

The SatrixNOW platform and how it helps investors navigate this process.

For more from the Satrix – Ghost Mail partnership, visit this link to find various podcasts and articles.

 

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