The Ideas Exchange

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 Rob Nash, ASX's oracle of equities.

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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 recovery is on its way. They also discuss Spheria's research approach of fundamental bottom up analysis and review a couple of stock stories from their portfolio.

Show notes: @6min 40sec, when Brittany says “the index consists of 12,000 stocks”, we should clarify that there are approximately 12,000 stocks globally with a market cap between US$500m and $25bn.

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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.

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 Investments Specialist, iShares by BlackRock, discuss the drivers behind the projected growth of ETPs and review the takeaways from the iShares mid-year outlook: higher for longer interest rates, pivoting to new opportunities, and the impact of mega-forces. They also tackle some common questions about ETPs.

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

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 that are part of that sector. Then they review some common misconceptions, and explore the benefits and challenges of investing in small caps.

Even though the sector has underperformed over the last 12 months, Simon explains that considering a longer term horizon and aware of the past cycles, it seems to be a good time to invest in this sector. He shares his outlook for small caps, explains how Monash is positioning their portfolio and presents a case study on two of their most successful stocks.

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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 in the current market conditions.

In this episode Jacinta Schlosser is joined by Balaji Gopal, Head of Financial Adviser Services at Vanguard Australia, to review the 60/40 portfolio strategy and how diversification can help investors weather market volatility. They also delve into the principles of portfolio construction and the value of advice.

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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 Schlosser, 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.

See omnystudio.com/listener for privacy information.

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 Schlosser, 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.

See omnystudio.com/listener for privacy information.

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 their religious beliefs.

Join ASX's Rory Cunningham and Muzzammil Dhedhy, Islamic Scholar & Chief Operating Officer at Hejaz Financial Services, as they introduce Sharia investing and discuss the benefits, risks and screening process that is applied to help ensure investments follow the laws of Islam and offer the Muslim community, and any investor interested in ethical and socially responsible investing, investment outcomes that suit their beliefs.

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