The Ideas Exchange

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Global Markets in Transition: Risks, Opportunities and Strategy

Wed, 01 Apr 2026 02:01:00 -0000

In this episode of ASX Ideas Exchange, James Rodda, Portfolio Manager and Co-founder of Antipodes shares expert insights on the forces shaping today’s investment landscape within the global small and mid-cap space . From shifting macro conditions to evolving market dynamics, James unpacks how investors can navigate uncertainty, stay disciplined, and position for long-term opportunities in an increasingly complex world.

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Building better Income: strategies for resilient portfolios

Tue, 03 Mar 2026 18:10:00 -0000

In the latest episode of The Ideas Exchange, Angus Gluskie from Whitefield shares practical insights on building resilient portfolios designed to deliver reliable income through changing market conditions.

Hear how different income strategies work, why portfolio construction matters, and practical considerations for balancing stability, diversification and long-term growth outcomes.

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LICs: market signals and income stability

Tue, 03 Feb 2026 18:00:00 -0000

In the latest episode of Ideas Exchange, Mark Freeman, Chief Executive Officer of the Australian Foundation Investment Company (AFIC) joins us for a wide-ranging discussion on state of the markets, dividends and long term investing. Mark reflects on market activity over the summer break, shares his outlook for the Australian market in the year ahead and explains how AFIC strives to deliver stable and growing dividends through the listed investment company structure. We wrap up with Mark’s thoughts on a few Australian stocks he’s optimistic about as we move into 2026.

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From market moves to retirement smarts: insights for the New Year

Tue, 06 Jan 2026 13:00:00 -0000

In the latest episode of Ideas Exchange, host Jacinta King from ASX welcomes back Gemma Dale, Director of SMSF and Investor Behaviour at nabtrade, for a timely conversation recorded at the end of 2025. This episode opens with a look at the current macroeconomic landscape, including the latest inflation figures and what they mean for investors as the new year begins. The discussion then turns to the Australian share market, recent volatility, standout sectors, and what’s driving performance. Finally, the episode explores findings from the Vanguard “How Australia Retires 2025” report, highlighting the confidence gap among Australians planning for retirement and practical steps to improve financial wellbeing. Whether you’re focused on market trends or long-term planning, this episode delivers insights and actionable ideas for investors starting 2026.

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Looking back, thinking ahead: The Ideas Exchange year-end special

Tue, 02 Dec 2025 13:00:00 -0000

For our final episode of the year, we’re taking a moment to reflect on the conversations that shaped the seasons. This special edition brings together the most thought-provoking ideas, themes, and guests that sparked meaningful discussions throughout the year.

From simplifying investing and understanding market performance to exploring global infrastructure and disruptive innovation, we revisit the insights that stood out.

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Alpha beyond the Magnificent Seven

Mon, 03 Nov 2025 18:00:00 -0000

In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses how they assess free cashflow and capital allocation to uncover the underlying potential of a company. He also highlights the importance of diversification and risk analysis and shares global stock opportunities outside the US.

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High conviction, long-term value: Inside NAOS' portfolio

Tue, 30 Sep 2025 14:00:00 -0000

With five large banks and two major mining companies making up 40% of the ASX-100, many Australian equity investors risk overexposure to these sectors. In this episode, Robert Miller, Portfolio Manager at NAOS, explains their investment philosophy which focuses on companies outside the ASX50, with a high conviction, concentrated portfolio approach, aiming for long-term growth and value.

Tune in to find out more about NAOS core values, how their high conviction model defines their investment style, how they manage volatility in Australian and global equities and what this means for investors.

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Beyond hybrids - Navigating APRA's changes and portfolio alternatives

Mon, 01 Sep 2025 18:44:00 -0000

APRA’s ruling on hybrids not only represents a shift towards a more resilient financial system but also opens opportunities for investors to redeploy capital into other income-focused investments.

Join us this month as Blair Hannon, Head of ETFs Australia at Macquarie Asset Management discusses APRA's decision to phase out bank hybrids, why they were popular and the impact their removal may have on income-focused portfolios. He also highlights suitable alternatives to supplement income and shares Macquarie’s management approach of the fixed income strategies in their ETF portfolio.

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Australian market sectors: A 10-year review

Mon, 28 Jul 2025 14:00:00 -0000

In this episode of ASX Ideas Exchange, we dive into Bell Direct's research on how Australian market sectors have performed over the past decade. Join Grady Wulff, Senior Market Analyst at Bell Direct as she unpacks standout performers like financials, tech, healthcare and consumer discretionary and takes a closer look at those that lagged behind like materials and energy. Plus, find out how understanding sector trends can help sharpen your investment decisions.

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Beyond buy and hold - A guide to long/short strategies

Thu, 03 Jul 2025 02:21:00 -0000

In the last episode in our thematics series we explore all about long/short investing, a strategy designed to take advantage of both rising and falling stocks.

Dr. David Allen, Head of Long/Short Strategies and Portfolio Manager of the Plato Global Alpha Fund at Plato Investment Management, joins The Ideas Exchange to discuss what it means to take long and short positions, the role that a long/short strategy plays in an investors’ portfolio, and what makes it different from other more traditional investment strategies.

Tune in to hear how Plato identifies strong performers to go long on and weaker ones to short, how they manage risks and volatility to determine the net exposure for their fund as well as some successful examples that have helped the fund outperform its benchmark.

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The art of disruption

Tue, 10 Jun 2025 00:34:00 -0000

In a world that continues to digitise, investing in companies or technologies that have the potential to fundamentally change existing industries, markets or ways of doing business has become the focus of fund manager Loftus Peak.

In this episode, Alex Pollak, Chief Investment Officer and Co-Founder of Loftus Peak, explains what disruption is and how it differs from innovation. Emphasising the importance of AI as a main driver of change, Alex also highlights the role of cyber security and how Loftus Peak harvests return from global sharemarkets by focusing on understanding those changes.

Check out the ASX blog for more insights:

https://www.asx.com.au/blog

Building the Future: Investing in Global Listed Infrastructure

Tue, 29 Apr 2025 18:06:00 -0000

Not only is global infrastructure the backbone of modern society, it's also a compelling long-term investment opportunity. In this episode we’re joined by Sarah Lau, GLI Portfolio Manager at Resolution Capital to dive deep into the world of global listed infrastructure.

We unpack what this asset class is, why it's becoming increasingly relevant in today’s markets, and how investors can gain exposure to it. Sarah shares Rescap’s unique approach to portfolio construction, insights on key themes like energy transition and mobility and what she’s watching in the space for 2025 and beyond.

Whether you’re looking for steady yield, inflation protection, or exposure to the world’s essential assets—this episode will give you a clear roadmap.

Investor Day link: https://www.asx.com.au/investor-day

Understanding Markets: Performance, analysis and getting started

Thu, 03 Apr 2025 02:50:00 -0000

Join us with Firetrail’s Portfolio Managers, Eleanor Swanson and James Millar, as we turn our attention to understanding markets for the third episode in our series, A beginner’s guide to investing. Eleanor and James share their stories of how they became interested in investing which ultimately led them to forging a career in investing as Portfolio Managers. We discuss how markets have been performing overall through January and February before breaking down ways to analyse stocks usings methods such as fundamental and technical analysis.

In our second series this year, we’ll visit different investment themes starting with Infrastructure. Our special guests from Resolution Capital will discuss what infrastructure assets are and how they can fit into a diversified investment portfolio.

Investing made simple: goals, asset classes and biases

Mon, 03 Mar 2025 18:00:00 -0000

Building on the first episode in this series, Aaron Viscayno, Business Development Associate with the Investment Products team at ASX, and Marc Jocum, Senior Product and Investment Strategist, Global X, continue laying the groundwork with a new list of things to consider when beginning to invest on ASX.

Marc goes back to the fundamental question of what is your end goal and your time frame because that will dictate not only where you should be investing in terms of asset allocation, but also set the framework for your investing. He explains the importance of setting up goals, describes the different asset classes and associated risks and then dives into the psychology of investing and how investors can handle their own biases by building a diversified investment portfolio and tuning out market noise.

A beginners guide to investing

Thu, 06 Feb 2025 18:00:00 -0000

With a new year comes a clean slate to set goals, intentions and plan for the year ahead. This is especially true on your investing journey.

To help new investors getting started, we are running a three part podcast series laying the groundwork with a list of things to consider when beginning to invest on ASX.

In the first episode of the series, Jacinta King, ASX, asks Laura Besarati, Market Analyst at CommSec, some questions to cover the basics of investing including the difference between stocks and ETFs, how to buy and sell, what are dividends and distributions, and the characteristics of active and passive investing. Laura also provides a great review of sector performance for 2024 and how she sees they are positioned as the year begins.

Stay tuned for episode two

Did you know that investing is not just about being financially savvy and learning how to put a portfolio of stocks together. There is a bit of psychology behind it and being conscious of human biases is part of the journey in understanding what kind of investor you are. Join ASX and our next guest, Global X as they discuss this before they delve into some time-tested ways of investing.

https://www.asx.com.au/

Year in review and outlook for 2025

Mon, 06 Jan 2025 18:00:00 -0000

For the first 2025 episode we invited David Bassanese, Chief Economist at Betashares who goes through some 2024 market performance highlights to set the scene for what, in his view, is to come in 2025. Join us to hear his thoughts about unemployment, inflation, rate cuts and how we compare to other countries; what data is showing about a possible cooling in the housing market and 2024 best performing sectors. Looking ahead he discusses the impact of a second Trump's presidency, US Federal debt and their role in global markets

Geopolitics and the role of US, China and other super-powers

Wed, 27 Nov 2024 17:00:00 -0000

How do investors digest and make sense of geopolitics and the role big players like the US, China and other super-powers have in markets? How wary should we be of the current world politics and their effect on markets?

In this episode James Holt, Head Investment Specialist at Perpetual, shares his views on these topics and discusses sectors that are doing well at the moment.

Join James and Jacinta as they review the US election, global equities, interest rates and Perpetual's investment thesis.

Investment themes in today's global markets

Tue, 29 Oct 2024 19:00:00 -0000

Geopolitical tensions are creating uncertainty in markets globally. In this episode of Ideas Exchange Catriona Burns, Lead Portfolio Manager at WAM Global, presents an outlook for global equities and explains how external pressures are affecting different regions or sectors, the investment themes that are evolving, and the opportunities she sees for growth in today’s economic context.

Join Catriona and Rory as they review the current state of market, US elections, interest rates, geopolitics and the impact those have on WAM Global's key investment themes. Through successful case studies they illustrate how trends such as digital enterprise, electronic marketplaces, innovative health, and critical assets have become dominant forces in the global economy.

A systematic approach to active ETFs

Sun, 29 Sep 2024 18:00:00 -0000

The role of ETFs in a portfolio has traditionally been synonymous with passive investing, however, more than half of all ETFs that were listed on the ASX last year were active ETFs. The investment landscape is changing rapidly due to an increased demand for institutional quality portfolio building blocks designed to offer an enhanced outcome for investors at a more cost-effective price.

In this Ideas Exchange episode, Blair Hannon, ETF Investment Strategist at Macquarie, joins Jacinta King to delve into active ETFs and how Macquarie's systematic approach to investing combines the history and experience of the institutional world to offer everyday investors access to quantitative strategies with an attractive fee structure.

An introduction to Bitcoin ETFs

Wed, 04 Sep 2024 16:00:00 -0000

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

ETFs: building blocks for a diversified portfolio

Tue, 30 Jul 2024 19:00:00 -0000

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.

Philanthropic investing: it’s paying dividends

Tue, 02 Jul 2024 19:00:00 -0000

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.

Is Gen AI driving a tech comeback?

Wed, 29 May 2024 03:35:50 -0000

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.

ASX April 2024 Market Wrap

Thu, 02 May 2024 05:28:00 -0000

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:

How to start investing

Tue, 30 Apr 2024 23:36:33 -0000

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.

ASX March 2024 Market Wrap

Mon, 01 Apr 2024 23:29:25 -0000

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:

Finding the sustainable competitive advantage

Tue, 26 Mar 2024 21:47:03 -0000

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.

ASX February 2024 Market Wrap

Fri, 01 Mar 2024 00:20:00 -0000

Produced by Piccolo Podcasts:

Key macro and market developments impacting global equities in 2024

Mon, 26 Feb 2024 23:07:25 -0000

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.

ASX January 2024 Market Wrap

Wed, 31 Jan 2024 23:46:00 -0000

Produced by Piccolo Podcasts:

2024 Sector Outlook

Tue, 23 Jan 2024 23:17:00 -0000

In this month's episode Grady Wulff, Market Analyst at Bell Direct, discusses Bell Direct's key sectors for 2024. Join Jacinta and Grady as they review the latest Bell Direct research and provide an outlook for key sectors such as tech, materials, healthcare, REITs and much more.

Jump ahead to the sectors you are most interested in:

3.00 2023 overview

4.40 Technology

10.26 Consumer discretionary

19.15 Materials

30.04 Financials

33.22 Consumer staples

37.41 REITs

39.46 Healthcare

44.04 Recap

Produced by Piccolo Podcasts: