PODCAST · business
The Ideas Exchange
by ASX
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 Au
Episodes
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Sustainable investing: beyond the green label
Can investors pursue financial returns while supporting positive environmental and social outcomes? Jonathon Costello from Janus Henderson Investors explains why sustainable investing must go beyond labels by combining strong credit fundamentals, disciplined risk management and measurable…
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Cutting 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 Pillai from Franklin Templeton explores why emotions can influence investment decisions, the behavioural traps investors often face, and how a...
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25 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 State Street Investment Management shares insights from the industry's early days, discusses how investors are using ETFs today, and…
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Interest 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, Chamath De Silva, discuss why rates may stay higher for longer, the growing appeal of fixed income, and how proposed changes to capital...
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The 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 Strategy Group,APAC, at Vanguard, unpacks new research into what’s holding people back — from confidence and knowledge gaps to common...
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Investing 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 focusing on a small number of high quality global businesses matters during uncertain times. He shares how Aoris selects and holds long‑term...
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Global 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 investment landscape within the global small and mid-cap space . From shifting macro conditions to evolving market dynamics, James unpacks how...
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Building 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 reliable income through changing market conditions. Hear how different income strategies work, why portfolio construction matters, and…
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LICs: 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 wide-ranging discussion on state of the markets, dividends and long term investing. Mark reflects on market activity over the summer break, shares…
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From 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 conversation recorded at the end of 2025. This episode opens with a look at the current macroeconomic landscape, including the latest...
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Looking 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 thought-provoking ideas, themes, and guests that sparked meaningful discussions throughout the year. From simplifying investing and...
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Alpha 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 Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses…
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High 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 episode, Robert Miller, Portfolio Manager at NAOS, explains their investment philosophy which focuses on companies outside the ASX50…
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Beyond 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 into other income-focused investments. Join us this month as Blair Hannon, Head of ETFs Australia at Macquarie Asset Management discusses...
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Australian 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 Wulff, Senior Market Analyst at Bell Direct as she unpacks standout performers like financials, tech, healthcare and consumer discretionary…
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Beyond 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. Dr. David Allen, Head of Long/Short Strategies and Portfolio Manager of the Plato Global Alpha Fund at Plato Investment Management, joins...
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The 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 ways of doing business has become the focus of fund manager Loftus Peak. In this episode, Alex Pollak, Chief Investment Officer and...
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Building 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 Sarah Lau, GLI Portfolio Manager at Resolution Capital to dive deep into the world of global listed infrastructure. We unpack what this asset...
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Understanding 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 series, A beginner’s guide to investing. Eleanor and James share their stories of how they became interested in investing which ultimately...
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Investing 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 Product and Investment Strategist, Global X, continue laying the groundwork with a new list of things to consider when beginning to invest…
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A 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 investors getting started, we are running a three part podcast series laying the groundwork with a list of things to consider when beginning to...
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Year 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 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…
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Geopolitics 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 of the current world politics and their effect on markets? In this episode James Holt, Head Investment Specialist at Perpetual, shares…
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Investment 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, presents an outlook for global equities and explains how external pressures are affecting different regions or sectors, the investment themes...
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A 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 year were active ETFs. The investment landscape is changing rapidly due to an increased demand for institutional quality portfolio…
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An 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 access via ETFs. In this episode of ASX Ideas Exchange, Jamie Hannah, Deputy Head of Investments & Capital Markets at VanEck, joins Rory...
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ETFs: 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 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...
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Philanthropic 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 investment companies can confidently say they are making a meaningful difference in the lives of Australians on a daily basis? In this...
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Is 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 uncertainty resulting in reduced consumer spending, job cuts and tech spending. However, 2024 is shaping up to be the year of AI, with it...
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ASX 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 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…
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How 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 through the fundamentals of building a portfolio. Join Rory and Jacinta as they review the varying risks of different asset classes, the...
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ASX 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 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…
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Finding 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% bonds), re-iterating the importance and virtues of diversification. In this jam-packed episode Anthony Doyle, Head of Global Investment...
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ASX 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 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…
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Key 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 as Antipode's pragmatic value approach for the year ahead. As a global equities manager Vihari explains how they find value relative to a...
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ASX 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 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…
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2024 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 latest Bell Direct research and provide an outlook for key sectors such as tech, materials, healthcare, REITs and much more. Jump ahead to…
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Rates, 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 isn't something to be fearful of but something that happens time and time again. According to Julia Lee, SPDR ETF Equities Strategist APAC…
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ASX 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 stocks and sectors, as well as key market movements. This short podcast is hosted by Jacinta King, Business Development Manager…
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A 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 pressures combined with sticky inflation and low wages growth. This month Jacinta is joined by Will Curtayne, Portfolio Manager at Milford, to...
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ASX 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 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…
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Small 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 Management, believes there is evidence that some sectors have started to show signs of convergence. In this episode, Rory and Brittany…
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ASX 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 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…
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Exchange 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 for investors. In Australia the ETP space is still growing and is expected to increase exponentially over the next several years. In this...
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ASX 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 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…
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Opportunities 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 nowhere to hide. In this episode, Simon Shields, Director and co-founder of Monash Investors, joins Rory to delve into the world of small…
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Long-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 they can control such as ensuring portfolio diversification and their ability to save and contribute to their portfolio. Having a long-time...
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ASX 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 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…
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ASX 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 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…
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An 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, many consumers want to support companies that are purpose-driven with strong Environmental, Social and Governance (ESG) credentials. Many...
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ABOUT THIS SHOW
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 Au
HOSTED BY
ASX
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Frequently Asked Questions
How many episodes does The Ideas Exchange have?
The Ideas Exchange currently has 94 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Ideas Exchange about?
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...
How often does The Ideas Exchange release new episodes?
The Ideas Exchange has 94 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Ideas Exchange?
You can listen to The Ideas Exchange on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Ideas Exchange?
The Ideas Exchange is created and hosted by ASX.
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