The Ideas Exchange

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) aims to give investors exposure to the price of Bitcoin. It does this by investing in the VanEck Bitcoin ETF (HODL). HODL is an ETF that is regulated by the SEC and listed in the United States. References to VanEck buying Bitcoin, refers to the management of HODL. It is important that investors read the PDS and TMD.

 Investors seeking to learn more about the VanEck Bitcoin ETF (VBTC) can visit www.vaneck.com.au

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 ASX across all asset classes.

In this episode, Jacinta is joined by Tamara Haban-Beer Stats, Director, ETF and Index Investment Specialist, BlackRock and Gemma Dale, Director, SMSF and Investor Behaviour, nabtrade. They discuss how investors can put together an entire portfolio using ETFs and the difference between core and satellite ETFs as well as the benefits of indices.

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 the intersection of philanthropy and investing. They delve into how Future Generation selects charities to support and how this philanthropic approach integrates with their broader investment strategy.

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 Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity, discuss Generative AI and what it means for the beneficiaries of this technology. They unpack the investment opportunities that are arising from the key players in the AI ecosystem as well as the AI infused opportunities beyond tech, plus they review the risks investors need to consider as part of their exposure to this trend.

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.

Produced by Piccolo Podcasts:

https://piccolopodcasts.com.au/

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 interest. This episode will help novice investors to get a head start on their portfolio.

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. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast experience working in funds management across global and Australian equities as well as listed property trusts.

Produced by Piccolo Podcasts:

https://piccolopodcasts.com.au/

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 interest rates are expected to stay elevated for longer. He explains the value of high conviction investing and highlights the core investment principles Firetrail follow when choosing what companies to invest in. Plus, Anthony presents six company stories that Firetrail believe offer opportunities in the current global equity market.

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. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast experience working in funds management across global and Australian equities as well as listed property trusts.

Produced by Piccolo Podcasts:

https://piccolopodcasts.com.au/

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. She also shares some stock stories across a number of different sectors including AI, cloud infrastructure, energy transition and sustainability.