The Ideas Exchange

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.

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.

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/

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, it 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

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.

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.

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.

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

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.  

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.  

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.

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: https://piccolopodcasts.com.au/

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.

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 listed property trusts. Produced by Piccolo Podcasts: https://piccolopodcasts.com.au/

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.

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 listed property trusts. Produced by Piccolo Podcasts: https://piccolopodcasts.com.au/

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. 

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 listed property trusts. Produced by Piccolo Podcasts: https://piccolopodcasts.com.au/

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: https://piccolopodcasts.com.au/

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 of the economic cycle and then reflect on the current economic environment at a global level and then domestically at what is happening in Australia, what is inflation and why we need to tackle it, and what investors should be thinking about as they look to position their portfolio giving that backdrop.  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 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.

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 pressures combined with sticky inflation and low wages growth. This month Jacinta is joined by Will Curtayne, Portfolio Manager at Milford, to discuss how to find value in companies when the economy is facing persistent inflation and continued interest rate rises. This is a jam-packed episode full of insights about sectors such as materials, tech and banks, the role of cash, stories from the earning season and opportunities Milford are considering as part of their investment strategy. Plus Will explains Milford's investment approach to assess company value.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 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 Rob Nash, ASX's oracle of equities.See omnystudio.com/listener for privacy information.

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 Management, believes there is evidence that some sectors have started to show signs of convergence. In this episode, Rory and Brittany explain why micro and small cap indices have underperformed and the drivers that are showing that sector recovery is on its way. They also discuss Spheria's research approach of fundamental bottom up analysis and review a couple of stock stories from their portfolio. Show notes: @6min 40sec, when Brittany says “the index consists of 12,000 stocks”, we should clarify that there are approximately 12,000 stocks globally with a market cap between US$500m and $25bn.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 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.See omnystudio.com/listener for privacy information.

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 new opportunities, and the impact of mega-forces. They also tackle some common questions about ETPs.  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 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.See omnystudio.com/listener for privacy information.

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 nowhere to hide. In this episode, Simon Shields, Director and co-founder of Monash Investors, joins Rory to delve into the world of small cap Australian shares. First they define small caps and the typical profile of the companies on the ASX that are part of that sector. Then they review some common misconceptions, and explore the benefits and challenges of investing in small caps. Even though the sector has underperformed over the last 12 months, Simon explains that considering a longer term horizon and aware of the past cycles, it seems to be a good time to invest in this sector. He shares his outlook for small caps, explains how Monash is positioning their portfolio and presents a case study on two of their most successful stocks.See omnystudio.com/listener for privacy information.

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 they can control such as ensuring portfolio diversification and their ability to save and contribute to their portfolio. Having a long-time horizon, staying true to a set investment strategy and tuning out the market noise are very important in the current market conditions. In this episode Jacinta Schlosser is joined by Balaji Gopal, Head of Financial Adviser Services at Vanguard Australia, to review the 60/40 portfolio strategy and how diversification can help investors weather market volatility. They also delve into the principles of portfolio construction and the value of advice.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 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 Schlosser, 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.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 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 Schlosser, 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.See omnystudio.com/listener for privacy information.

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, many consumers want to support companies that are purpose-driven with strong Environmental, Social and Governance (ESG) credentials. Many Australians are looking to invest in a way that aligns not only with their ethical values but also with their religious beliefs.   Join ASX's Rory Cunningham and Muzzammil Dhedhy, Islamic Scholar & Chief Operating Officer at Hejaz Financial Services, as they introduce Sharia investing and discuss the benefits, risks and screening process that is applied to help ensure investments follow the laws of Islam and offer the Muslim community, and any investor interested in ethical and socially responsible investing, investment outcomes that suit their beliefs.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 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 Schlosser, 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.See omnystudio.com/listener for privacy information.

Netflix recommendations, autonomous cars, ordering at the quick service restaurant are basic applications that will be powered by AI in the future. Kieran Moore, Partner & Portfolio Manager at Munro Partners, thinks that there is an acceleration of AI practices today which means that the enablers - the semiconductor companies and the large compute companies - are in a position to benefit and grow this industry. Join Rory and Kieran as they unpack Artificial Intelligence, from its concept and imminent impact in everyday life to the investment opportunities being created from this technology.See omnystudio.com/listener for privacy information.

In this episode ASX's Jacinta Schlosser and Lauren Jackson, Director and Regional Sales Manager - QLD for Fidelity International, review some interesting findings from the soon to be released ASX Australian Investor Study. Join them to learn more about the latest investor demographics, the rise of ETFs as well as the benefits of early financial advice, principles of portfolio construction, and the wide range of investor resources available online.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 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 Schlosser, 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.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 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 Schlosser, 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.See omnystudio.com/listener for privacy information.

In this episode Chris Wallis, Chief Executive Officer, Chief Investment Officer, and Senior Portfolio Manager at Vaughan Nelson Investment Management joins Jacinta to cover a wide range of topics. Through the lens of the current macroeconomic environment, they discuss inflation and interest rates, the rotation from growth to value stocks, the methodology behind the Vaughan Nelson Global SMID Fund and the reasons why Chris Wallis thinks global SMID caps are a great opportunity for Australian investors right now.  Disclaimer: This video is provided for general information purposes only and does not take into account the investment objectives, financial situation or needs of any person. Investors Mutual Limited (IML) (AFSL 229988) is the issuer and responsible entity of the Vaughan Nelson Global Equity SMID Fund and the Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) (‘Funds'). While the information has been prepared with all reasonable care, IML accepts no responsibility or liability for any errors, omissions or misstatements however caused. Vaughan Nelson Investment Management, L.P. is the investment manager. This information should not be relied upon in determining whether to invest in the Funds and is not a recommendation to buy, sell or hold any financial product, security or other instrument. In deciding whether to acquire or continue to hold an investment in the Funds, an investor should consider the current Product Disclosure Statement and Target Market Determination for the appropriate class of the Fund, available on the website www.VaughanNelson.com.au or by contacting us on 1300 219 207. Past performance is not a reliable indicator of future performance. Investments in the Funds are not a deposit with, or other liability of, Investors Mutual Limited and are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Investors Mutual Limited does not guarantee the performance of the Funds or any particular rate of return.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. Graham is joined by Jacinta Schlosser, 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.See omnystudio.com/listener for privacy information.

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 key sectors and stocks to watch in 2023. Join Rory and Grady as they review the latest Bell Potter research and provide an outlook for sectors such as tech, resources, IPOs, retail, healthcare and much more.   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. Graham is joined by Jacinta Schlosser, 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.See omnystudio.com/listener for privacy information.

Whether you are just starting your investing journey or have been through many market cycles, having investment principles to guide your decision making can help make you a better investor. In this episode Martin Dinh, Senior Investment Product Specialist for Investment Products at ASX, discusses key considerations for investors when deciding why, when and how to invest. Join Jacinta and Martin as they explain the importance of having clear goals and a suitable asset allocation, keeping costs to the minimum and maintaining perspective with long-term discipline. They also review concepts such as compounding, active vs passive investment and much more.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.

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.