Shows / The Ideas Exchange
The Ideas Exchange
Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions. ASX grants a non-exclusive licence to download the content for private and non-commercial use only. You may not use the content for any other purpose including without limitation…
Episodes
The Ideas ExchangeA nation of investors: the trends defining Australia's investing future
Australia's investor landscape is evolving rapidly. In this episode, Julian Cappe, Head of Research at Investment Trends, and Tony Featherstone, financial…
The Ideas ExchangeSustainable investing: beyond the green label
Can investors pursue financial returns while supporting positive environmental and social outcomes? Jonathon Costello from Janus Henderson Investors explains…
The Ideas ExchangeCutting through the noise in today's markets
Markets are constantly competing for investors' attention, from AI and interest rates to geopolitical events and market headlines. In this episode, Subash…
The Ideas Exchange25 Years of ETFs: How they changed investing in Australia
ETFs have transformed the way Australians invest. In this special anniversary episode, Tim Bradbury, Head of Intermediary Client Coverage Group, Australia at…
The Ideas ExchangeInterest rates are rising again: what it means for your portfolio
Interest rates are back in focus, creating new opportunities for income-seeking investors. In this episode of Ideas Exchange, Betashares’ Head of Fixed Income…
The Ideas ExchangeThe participation problem: why more Australians aren’t investing
Why are so many Australians still sitting on the sidelines when it comes to investing? In this episode of Ideas Exchange, Jan-Carl Plagge, Head of Investment…
The Ideas ExchangeInvesting through volatility: the power of discipline and quality
How do you invest through market volatility? In this ASX Ideas Exchange episode, Aoris founder and CIO Stephen Arnold explains why staying disciplined when…
The Ideas ExchangeGlobal Markets in Transition: Risks, Opportunities and Strategy
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…
The Ideas ExchangeBuilding better Income: strategies for resilient portfolios
In the latest episode of The Ideas Exchange, Angus Gluskie from Whitefield shares practical insights on building resilient portfolios designed to deliver…
The Ideas ExchangeLICs: market signals and income stability
In the latest episode of Ideas Exchange, Mark Freeman, Chief Executive Officer of the Australian Foundation Investment Company (AFIC) joins us for a…
The Ideas ExchangeFrom market moves to retirement smarts: insights for the New Year
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…
The Ideas ExchangeLooking back, thinking ahead: The Ideas Exchange year-end special
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…
The Ideas ExchangeAlpha beyond the Magnificent Seven
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…
The Ideas ExchangeHigh conviction, long-term value: Inside NAOS' portfolio
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…
The Ideas ExchangeBeyond hybrids - Navigating APRA's changes and portfolio alternatives
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…
The Ideas ExchangeAustralian market sectors: A 10-year review
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…
The Ideas ExchangeBeyond buy and hold - A guide to long/short strategies
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…
The Ideas ExchangeThe art of disruption
In a world that continues to digitise, investing in companies or technologies that have the potential to fundamentally change existing industries, markets or…
The Ideas ExchangeBuilding the Future: Investing in Global Listed Infrastructure
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…
The Ideas ExchangeUnderstanding Markets: Performance, analysis and getting started
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…
The Ideas ExchangeInvesting made simple: goals, asset classes and biases
Building on the first episode in this series, Aaron Viscayno, Business Development Associate with the Investment Products team at ASX, and Marc Jocum, Senior…
The Ideas ExchangeA beginners guide to investing
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…
The Ideas ExchangeYear in review and outlook for 2025
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…
The Ideas ExchangeGeopolitics and the role of US, China and other super-powers
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…
The Ideas ExchangeInvestment themes in today's global markets
Geopolitical tensions are creating uncertainty in markets globally. In this episode of Ideas Exchange Catriona Burns, Lead Portfolio Manager at WAM Global…
The Ideas ExchangeA systematic approach to active ETFs
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…
The Ideas ExchangeAn introduction to Bitcoin ETFs
Following other initiatives around the world, VanEck recently launched a bitcoin ETF on ASX, providing investors seeking exposure to bitcoin with convenient…
The Ideas ExchangeETFs: building blocks for a diversified portfolio
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…
The Ideas ExchangePhilanthropic investing: it’s paying dividends
When most people think about their investment portfolio, rarely do they consider the impact their investments can have beyond financial returns. But how many…
The Ideas ExchangeIs Gen AI driving a tech comeback?
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…
The Ideas ExchangeASX April 2024 Market Wrap
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…
The Ideas ExchangeHow to start investing
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…
The Ideas ExchangeASX March 2024 Market Wrap
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…
The Ideas ExchangeFinding the sustainable competitive advantage
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%…
The Ideas ExchangeASX February 2024 Market Wrap
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…
The Ideas ExchangeKey macro and market developments impacting global equities in 2024
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…
The Ideas ExchangeASX January 2024 Market Wrap
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…
The Ideas Exchange2024 Sector Outlook
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…
The Ideas ExchangeRates, Recession and Recovery
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…
The Ideas ExchangeASX November 2023 Market Wrap
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…
The Ideas ExchangeA measured approach to finding value in Australian equities
In November the RBA announced another rate rise of 25 basis points to 4.35%. Consumer spending continues to be affected as people feel the cost of living…
The Ideas ExchangeASX October 2023 Market Wrap
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…
The Ideas ExchangeSmall cap sector showing signs of recovery
Over the past few years there has been substantial divergence between large and small cap stocks, and this month's guest, Brittany Isakka from Spheria Asset…
The Ideas ExchangeASX September 2023 Market Wrap
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…
The Ideas ExchangeExchange Traded Products - outlook and opportunities
Access to financial literacy has helped the overall understanding of the exchange traded product (ETP) landscape and the opportunity these products provides…
The Ideas ExchangeASX August 2023 Market Wrap
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…
The Ideas ExchangeOpportunities for Small Cap Australian shares
With rising interest rates, everyone is feeling the pain. No matter what sector investors are in - consumer, retail, tech, property - it feels like there is…
The Ideas ExchangeLong-term investing: a 60/40 portfolio approach
Diversification is an investor's best defense against market volatility. No one can predict how markets will perform so investors should focus on the things…
The Ideas ExchangeASX July 2023 Market Wrap
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…
The Ideas ExchangeASX June 2023 Market Wrap
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…
The Ideas ExchangeAn introduction to Sharia-compliant investing
Consumer preferences are changing. When we go to a café, we are spoilt for choice: soy, dairy, oat, almond, lactose-free milks. When it comes to investing…
The Ideas ExchangeASX May 2023 Market Wrap
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…
The Ideas ExchangeAI technology opening new investment opportunities
Netflix recommendations, autonomous cars, ordering at the quick service restaurant are basic applications that will be powered by AI in the future. Kieran…
The Ideas ExchangeInvesting in 2023: the value of financial literacy and advice
In this episode ASX's Jacinta Schlosser and Lauren Jackson, Director and Regional Sales Manager - QLD for Fidelity International, review some interesting…
The Ideas ExchangeASX April 2023 Market Wrap
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…
The Ideas ExchangeASX March 2023 Market Wrap
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…
The Ideas ExchangeMacroeconomic environment and global SMID opportunities
In this episode Chris Wallis, Chief Executive Officer, Chief Investment Officer, and Senior Portfolio Manager at Vaughan Nelson Investment Management joins…
The Ideas ExchangeASX February 2023 Market Wrap
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…
The Ideas ExchangeKey sectors and stocks to watch in 2023
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…
The Ideas ExchangeASX January 2023 Market Wrap
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…