Thematic Investing in Australia & Your ETF Questions Answered
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What is thematic investing and how can ETFs be used for it?
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Please remember that all of the information in this podcast episode is limited to general information only. That means the information is not specific to you, your needs, goals, or objectives. So you should seek the advice of a licensed and trusted financial professional before acting on the information. And before you acquire or apply for a financial product, please read the PDS or product disclosure statement, which should be available on the issuer's website. Lastly, please keep in mind that past performance is not indicative of future performance.
Kate, welcome back to this episode of the Australian Finance Podcast.
Great to be back, Owen.
Yeah, we've got a very special guest with us today. We've got Kanish from ETF Securities. But before we get to that, we should mention that one of the most popular topics that we have on the show is ETFs and ETF investing. And we've covered ETF 101, We've covered a beginner's guide to ETFs, if you like. This time around, we're going to take it to the next step. We're going to talk about something a bit more exciting, a bit more actionable, which is using ETFs to get exposure to something that you're really excited about, whether that's an industry or we'll talk about sectors and thematics and the differences between those.
How have ETFs evolved to target specific themes in investing?
But Kanish, I thought maybe we could just throw it over to you, mate. Just introduce a bit about yourself and your role at ETF Securities.
No, thank you, Alan. So, yeah, so my name's obviously Kinesh Chirga. I'm head of distribution for ETF Securities. Now, I guess I've been part of the asset management industry, give or take nearly a decade now, but, you know, really part of the ETF Securities business for five years. And essentially my role is to look after the sales and marketing, so distribution as we call it, looking at, you know, retail, institutional and the advised area and really covering our ETFs, which A lot of people don't know, and I know it was probably covered in a previous podcast, but we're the second oldest in Australia. So we've been around since 2003. But we're most well known for our gold ETF, physical gold, so G-O-L-D.
And more recently in the past five years, we've tried to sort of broaden out into different asset classes, looking at equities, international, domestic, thematics and sectors, which obviously today we're talking about the thematic area.
Awesome. It's very exciting. I know Kate uses ETFs as well as managed funds. So yeah, it's going to be some good actionable takeaways from this, Kate.
Yeah, awesome. Well, I was really excited that we were going to be talking about thematic investing and using ETFs in that way because once you've learned the basics, sometimes you can want to mix it up a little bit.
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Chapters
8 chapters
1
What is thematic investing and how can ETFs be used for it?
0:00–2:45
2
How have ETFs evolved to target specific themes in investing?
2:45–5:38
3
What are the risks associated with thematic investing in ETFs?
5:38–8:05
4
How do ETF providers keep management fees low?
8:05–10:32
5
What are hidden risks that investors should consider with ETFs?
10:32–12:33
6
How do ETFs manage to include up-and-coming companies?
12:33–15:08
7
What should investors look for in a reputable ETF provider?
15:08–17:28
8
What are the long-term trends in thematic investing to watch for?
17:28–31:17
Speakers
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