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 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.

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Netflix recommendations, autonomous cars, ordering at the quick service restaurant are basic applications that will be powered by AI in the future. Kieran Moore, Partner & Portfolio Manager at Munro Partners, thinks that there is an acceleration of AI practices today which means that the enablers - the semiconductor companies and the large compute companies - are in a position to benefit and grow this industry.

Join Rory and Kieran as they unpack Artificial Intelligence, from its concept and imminent impact in everyday life to the investment opportunities being created from this technology.

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In this episode ASX's Jacinta Schlosser and Lauren Jackson, Director and Regional Sales Manager - QLD for Fidelity International, review some interesting findings from the soon to be released ASX Australian Investor Study. Join them to learn more about the latest investor demographics, the rise of ETFs as well as the benefits of early financial advice, principles of portfolio construction, and the wide range of investor resources available online.

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.

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.

In this episode Chris Wallis, Chief Executive Officer, Chief Investment Officer, and Senior Portfolio Manager at Vaughan Nelson Investment Management joins Jacinta to cover a wide range of topics. Through the lens of the current macroeconomic environment, they discuss inflation and interest rates, the rotation from growth to value stocks, the methodology behind the Vaughan Nelson Global SMID Fund and the reasons why Chris Wallis thinks global SMID caps are a great opportunity for Australian investors right now. 

Disclaimer: This video is provided for general information purposes only and does not take into account the investment objectives, financial situation or needs of any person. Investors Mutual Limited (IML) (AFSL 229988) is the issuer and responsible entity of the Vaughan Nelson Global Equity SMID Fund and the Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) (‘Funds’). While the information has been prepared with all reasonable care, IML accepts no responsibility or liability for any errors, omissions or misstatements however caused. Vaughan Nelson Investment Management, L.P. is the investment manager.

This information should not be relied upon in determining whether to invest in the Funds and is not a recommendation to buy, sell or hold any financial product, security or other instrument. In deciding whether to acquire or continue to hold an investment in the Funds, an investor should consider the current Product Disclosure Statement and Target Market Determination for the appropriate class of the Fund, available on the website www.VaughanNelson.com.au or by contacting us on 1300 219 207. Past performance is not a reliable indicator of future performance. Investments in the Funds are not a deposit with, or other liability of, Investors Mutual Limited and are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Investors Mutual Limited does not guarantee the performance of the Funds or any particular rate of return.

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 5 minute 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.

In this month's episode Grady Wulff, Market Analyst at Bell Direct, reflects on the drivers that shaped investment markets in 2022 and discusses Bell Direct's key sectors and stocks to watch in 2023.

Join Rory and Grady as they review the latest Bell Potter research and provide an outlook for sectors such as tech, resources, IPOs, retail, healthcare and much more.   

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 5 minute 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.

Whether you are just starting your investing journey or have been through many market cycles, having investment principles to guide your decision making can help make you a better investor. In this episode Martin Dinh, Senior Investment Product Specialist for Investment Products at ASX, discusses key considerations for investors when deciding why, when and how to invest.

Join Jacinta and Martin as they explain the importance of having clear goals and a suitable asset allocation, keeping costs to the minimum and maintaining perspective with long-term discipline. They also review concepts such as compounding, active vs passive investment and much more.

See omnystudio.com/listener for privacy information.