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 compan ..read more

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 li ..read more

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.  ..read more

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 li ..read more

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 li ..read more

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  &n ..read more

If the ultimate goal of investing is to buy low and sell high, investors will benefit from understanding the economic cycle, and that markets slowing down isn't something to be fearful of but something that happens time and time again. According to Julia Lee, SPDR ETF Equities Strategist APAC, from State Street Global Advisors, investors should use this knowledge to become more confident in their investments and to keep their financial goals for the long term rather than panicking when there is a market slowdown.  In this episode, Julia and Rory explain the four phases ..read more

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 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.  Jacinta is joined by Rob Nash, ASX's oracle of equities. See omnystudio.com/listener for privacy information ..read more

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 ..read more

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 li ..read more