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 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.

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.

See omnystudio.com/listener for privacy information.

What a year it has been for investors! Inflation, rising interest rates, volatile equity markets, and geopolitical tensions are driving investor uncertainty. In this episode, Gemma Dale, Director, SMSF and Investor Behaviour at nabtrade, discusses how these factors and more may continue to play out in markets and what they mean for investors going forward.

Join Rory and Gemma as they analyse the current market environment, review the lead economic indicators, go through the sectors and how they have performed year to date and discuss what investors should focus on when assessing their investment portfolio.

See omnystudio.com/listener for privacy information.

This month Anthony Doyle, Head of Investment Strategy at Firetrail joins Rory to discuss everything global equities and particularly, in light of the recent market volatility, they comment on what they are hearing from companies and highlight what investors need to keep in mind when investing in the current market conditions.

Anthony then explains Firetrail's high-conviction philosophy, and how their ESG-focused investment process helps to identify companies they believe will outperform the market over the long term. He emphasizes on the extensive bottom-up ground work they undergo before adding companies to a portfolio and reviews the strategy behind the new Firetrail S3 Global Opportunities Fund. He also takes us through a couple of ESG stock stories that the fund invests in and the investment thesis behind those investments. 

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.

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.

See omnystudio.com/listener for privacy information.

World Investor Week is a global campaign to raise awareness about the importance of investor education and protection. In this edition The Ideas Exchange podcast, ASX celebrates World Investor Week, focusing on education and resources.

Join Graham O’Brien, Head of Equity Derivatives at ASX and Theresa Lintvelt, Senior Manager Brand and Content, as they navigate the wealth of  tools, resources and information that ASX produces for investors at any stage of their investment journey. From regular updates and insights from market experts, through to charting tools, setting up watch lists and how to make the most of the Sharemarket Game.

See omnystudio.com/listener for privacy information.

This month Thomas Taw, Head of ETF and Index Investments Strategy at BlackRock, joins Rory to discuss the core megatrends that are shaping our future, the impact they are having on particular industries and companies, and key considerations for investors when deciding how to invest into these trends.

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.

See omnystudio.com/listener for privacy information.

Despite the current market downturn, James Holt, Director of Investor Solutions at Perpetual Limited, believes there are always gems in the chaos for long-term investors.

Join Rory and James as they review some lessons from the 1970s, discuss the challenges of inflationary tailwinds and explain the latest market movements for some of the most popular asset classes.

See omnystudio.com/listener for privacy information.