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 distribution to a third party or implying a connection between you (or any third party) and ASX, its officers, employees or contractors. The views, opinions or recommendations of the author or speaker in the content are solely those of the author or speaker and do not in any way reflect the views, opinions, recommendations of ASX. The content is provided for educational purposes only and is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions. ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information. © Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts
Episodes
July 28, 2025 • 43 mins
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 shar...
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July 2, 2025 • 25 mins
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’...
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June 9, 2025 • 23 mins
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...
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April 29, 2025 • 30 mins
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 ...
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April 2, 2025 • 31 mins
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 F...
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March 3, 2025 • 29 mins
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 ...
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February 6, 2025 • 22 mins
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...
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January 6, 2025 • 20 mins
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 discu...
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November 27, 2024 • 34 mins
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,...
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October 29, 2024 • 32 mins
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 curre...
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September 29, 2024 • 28 mins
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,...
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September 4, 2024 • 29 mins
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 th...
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July 30, 2024 • 27 mins
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 thi...
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July 2, 2024 • 28 mins
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 ...
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May 28, 2024 • 36 mins
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 ...
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May 2, 2024 • 3 mins
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://pi...
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April 30, 2024 • 41 mins
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 no...
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April 1, 2024 • 9 mins
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, Busine...
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March 26, 2024 • 32 mins
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 eleva...
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February 29, 2024 • 7 mins
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, Busine...
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