EPISODE · Mar 22, 2026 · 27 MIN
Why Australia is raising rates, the top 2 active ETFs & the pros and cons of trusts
from Equity Mates Investing Podcast
Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it.In this episode:0:00 Global markets update: rates & inflation3:16 Why Australia is out of sync with the world4:31 Oil surge and the obvious trade7:08 SPIVA report: active vs passive9:12 Best performing active ETFs in Australia14:55 ETF deep dive: what’s inside the winners15:39 Community question: should you use a trust?Stocks & ETFs mentioned in this episode: Betashares Crude Oil Index ETF (ASX: OOO), Shell (LON: SHEL), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX), Woodside Energy (ASX: WDS), Santos (ASX: STO), Dimensional Global Value Trust Active ETF (ASX: DGVA), Vanguard Global Value Equity Active ETF (ASX: VVLU), JPMorgan Chase (NYSE: JPM), Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL), Johnson & Johnson (NYSE: JNJ), Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.B), Cisco Systems (NASDAQ: CSCO), General Motors (NYSE: GM), Comcast (NASDAQ: CMCSA), Verizon (NYSE: VZ), Bristol-Myers Squibb (NYSE: BMY), Pfizer (NYSE: PFE), CVS Health (NYSE: CVS), Barclays (LON: BARC), AT&T (NYSE: T), HCA Healthcare (NYSE: HCA), EOG Resources (NYSE: EOG), Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS), Betashares US Strong Bear Complex ETF (ASX: BBUS), Betashares Global Banks ETF (ASX: BNKS)Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it.In this episode:0:00 Global markets update: rates & inflation3:16 Why Australia is out of sync with the world4:31 Oil surge and the obvious trade7:08 SPIVA report: active vs passive9:12 Best performing active ETFs in Australia14:55 ETF deep dive: what’s inside the winners15:39 Community question: should you use a trust?Stocks & ETFs mentioned in this episode: Betashares Crude Oil Index ETF (ASX: OOO), Shell (LON: SHEL), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX), Woodside Energy (ASX: WDS), Santos (ASX: STO), Dimensional Global Value Trust Active ETF (ASX: DGVA), Vanguard Global Value Equity Active ETF (ASX: VVLU), JPMorgan Chase (NYSE: JPM), Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL), Johnson & Johnson (NYSE: JNJ), Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.B), Cisco Systems (NASDAQ: CSCO), General Motors (NYSE: GM), Comcast (NASDAQ: CMCSA), Verizon (NYSE: VZ), Bristol-Myers Squibb (NYSE: BMY), Pfizer (NYSE: PFE), CVS Health (NYSE: CVS), Barclays (LON: BARC), AT&T (NYSE: T), HCA Healthcare (NYSE: HCA), EOG Resources (NYSE: EOG), Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS), Betashares US Strong Bear Complex ETF (ASX: BBUS), Betashares Global Banks ETF (ASX: BNKS)Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
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Why Australia is raising rates, the top 2 active ETFs & the pros and cons of trusts
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