The Ideas Exchange

Listen to a ASX’s new 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.

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As top stories become more negative, Shane Oliver, AMP, reminds investors of the importance of putting things in context, focus on the long term, avoid getting blown up by the cycle and turn down the noise.

Helen, one of our new hosts, chats with Shane about the latest headlines and what they mean to our economy, covering hot topics from inflation, where he sees interest rates going, to his views on all things crypto and climate change. Despite a shaky start to the year, Shane shares how he turns down the noise to stay focused as an investor.

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Market makers play a key role in the ETF ecosystem and they do this by ensuring ETF prices are accurate and that the trading of ETFs is smooth in all market conditions. Despite their importance, market-making is often an area that is not well understood amongst investors.

This month Morgan Potter and Gordon Reid from Nine Mile Financial, one of Australia’s key market makers in the ETF ecosystem, join Martin to gain a better understanding of the role of market-makers and how they support the ETF ecosystem.

Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. 

Produced by Piccolo Podcasts. 

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Disruption has been a very popular theme with investors in 2021. We have seen a record number of investors flock to ETFs that provide exposure to disruptive themes, such as cloud computing, battery technology, hydrogen and clean energy as investors look to take advantage of some of these long term disruptive trends.

In this month’s episode Martin speaks with Alex Pollak at Loftus Peak to explore the investment case for disruptive businesses, including what type of disruptive companies Loftus Peak look out for, real life stock stories involving disruptive companies and how Loftus Peak are navigating rising inflation pressures and China’s recent crackdown on tech firms.

Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. 

Produced by Piccolo Podcasts. 

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A contrarian approach can work really well at the right point in time, but that doesn’t mean you have to be aggressively contrarian all the time.

In this month’s episode, Martin chats with Steve Johnson, founder of Forager Funds Management, about what type of companies they look for, how their investment philosophy has changed over time, some of the lessons they have learnt along the way, their outlook on inflation and much more.

Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. 

Produced by Piccolo Podcasts. 

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In 2001, there were just two Exchange Traded Funds (ETFs) on ASX. Today, ASX is the home of ETFs, with 223 ETFs available across a broad range of asset classes. As at 31 August 2021, ASX ETFs had over $122 billion in assets.

To celebrate the 20th anniversary of ETFs, Martin chats to Meaghan Victor, Head of SPDR ETF Asia Pacific at State Street Global Advisers, to learn more about the ETF market’s origins and how it has evolved to become one of the most innovative tools to help investors build long-term wealth.

Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. 

Produced by Piccolo Podcasts. 

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As interest rate reach all-time lows, investors are actively searching for alternative investments that can provide them with a reliable and consistent income to help them fund their living expenses, lifestyle and retirement.

Commercial Real Estate (short for CRE) debt asset class aims to provide investors with consistent and reliable income and less capital volatility.

To help us understand the investment opportunities behind the commercial real estate debt asset class, Martin chats with Yin-Peng Chiew, Director of Strategy at Qualitas Group.

Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. 

Produced by Piccolo Podcasts. 

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Over the last decade the video games and eSport industry has been on the rise and gathering a lot of pace as a result of advances in technology. Today, it is a multimillion dollar industry that is transforming entertainment, sports and media.

In Australia it has been a hot topic amongst investors over the last 12 months with the VanEck Vector Video Game and eSport ETF attracting over $100 million in assets since it first launched in September 2020 and becoming one of the fastest growing ETFs over the last 12 months.

Why might investors consider positioning their portfolio to capture the performance of a growing industry? Martin chats with Damon Gosen, Director of Business Development at VanEck Australia, to unveil all about the Video Game and eSport industry and the investment opportunities available to investors.

Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. 

Produced by Piccolo Podcasts. 

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At the halfway point of 2021, we look back at what has been a busy and eventful year across Australian and global markets.

Reverberations from the pandemic continue to have an impact, global trade tensions are top of mind, the ASX has seen historic highs in terms of trading volumes and a new breed of investor is changing investment preferences.

 In this episode of The Ideas Exchange Martin chats to ASX colleague, Graham O’Brien, Senior Manager, Equity Derivatives, Derivatives and OTC Markets about the year that was, the implications of events such as the GameStop saga for Australian investors, and the changing face of investment preferences in a post-COVID world. 

Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. 

Produced by Piccolo Podcasts. 

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In episode five of the Ideas Exchange, your host Martin Dinh is joined by Emilie O'Neill, ESG and Equities Investment Analyst at Perennial Value Management. In this chat, Martin and Emilie explore some of the benefits and risks of the small cap sector, and delve into why it's been one of Australia's best performing sectors over the last 12 months. Emilie also takes a deep dive into the eInvest future fund, an actively managed ETF focussing on socially responsible small and mid cap companies in Australia and New Zealand.  

Find out more about eInvest.

Head to asx.com.au for more articles, online courses and event information or follow ASX on Twitter and LinkedIn. 

Produced by Piccolo Podcasts. 

See omnystudio.com/listener for privacy information.