The Ideas Exchange
Episodes
Building better Income: strategies for resilient portfolios
03 Mar 2026
Contributed by Lukas
In the latest episode of The Ideas Exchange, Angus Gluskie from Whitefield shares practical insights on building resilient portfolios designed to del...
LICs: market signals and income stability
03 Feb 2026
Contributed by Lukas
In the latest episode of Ideas Exchange, Mark Freeman, Chief Executive Officer of the Australian Foundation Investment Company (AFIC) joins us for a w...
From market moves to retirement smarts: insights for the New Year
06 Jan 2026
Contributed by Lukas
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...
Looking back, thinking ahead: The Ideas Exchange year-end special
02 Dec 2025
Contributed by Lukas
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 togeth...
Alpha beyond the Magnificent Seven
03 Nov 2025
Contributed by Lukas
In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive i...
High conviction, long-term value: Inside NAOS' portfolio
30 Sep 2025
Contributed by Lukas
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...
Beyond hybrids - Navigating APRA's changes and portfolio alternatives
01 Sep 2025
Contributed by Lukas
APRA’s ruling on hybrids not only represents a shift towards a more resilient financial system but also opens opportunities for investors to redeplo...
Australian market sectors: A 10-year review
28 Jul 2025
Contributed by Lukas
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 ...
Beyond buy and hold - A guide to long/short strategies
03 Jul 2025
Contributed by Lukas
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 fallin...
The art of disruption
10 Jun 2025
Contributed by Lukas
In a world that continues to digitise, investing in companies or technologies that have the potential to fundamentally change existing industries, mar...
Building the Future: Investing in Global Listed Infrastructure
29 Apr 2025
Contributed by Lukas
Not only is global infrastructure the backbone of modern society, it's also a compelling long-term investment opportunity. In this episode we’re joi...
Understanding Markets: Performance, analysis and getting started
03 Apr 2025
Contributed by Lukas
Join us with Firetrail’s Portfolio Managers, Eleanor Swanson and James Millar, as we turn our attention to understanding markets for the third episo...
Investing made simple: goals, asset classes and biases
03 Mar 2025
Contributed by Lukas
Building on the first episode in this series, Aaron Viscayno, Business Development Associate with the Investment Products team at ASX, and Marc Jocum,...
A beginners guide to investing
06 Feb 2025
Contributed by Lukas
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...
Year in review and outlook for 2025
06 Jan 2025
Contributed by Lukas
For the first 2025 episode we invited David Bassanese, Chief Economist at Betashares who goes through some 2024 market performance highlights to set t...
Geopolitics and the role of US, China and other super-powers
27 Nov 2024
Contributed by Lukas
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 sho...
Investment themes in today's global markets
29 Oct 2024
Contributed by Lukas
Geopolitical tensions are creating uncertainty in markets globally. In this episode of Ideas Exchange Catriona Burns, Lead Portfolio Manager at WAM Gl...
A systematic approach to active ETFs
29 Sep 2024
Contributed by Lukas
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 ...
An introduction to Bitcoin ETFs
04 Sep 2024
Contributed by Lukas
Following other initiatives around the world, VanEck recently launched a bitcoin ETF on ASX, providing investors seeking exposure to bitcoin with conv...
ETFs: building blocks for a diversified portfolio
30 Jul 2024
Contributed by Lukas
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 In...
Philanthropic investing: it’s paying dividends
02 Jul 2024
Contributed by Lukas
When most people think about their investment portfolio, rarely do they consider the impact their investments can have beyond financial returns. But h...
Is Gen AI driving a tech comeback?
29 May 2024
Contributed by Lukas
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 e...
ASX April 2024 Market Wrap
02 May 2024
Contributed by Lukas
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...
How to start investing
30 Apr 2024
Contributed by Lukas
New to investing and not sure where to get started? In this episode, Jacinta King, Business Development Manager of Investment Products at ASX guides y...
ASX March 2024 Market Wrap
01 Apr 2024
Contributed by Lukas
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...
Finding the sustainable competitive advantage
26 Mar 2024
Contributed by Lukas
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% equit...
ASX February 2024 Market Wrap
01 Mar 2024
Contributed by Lukas
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...
Key macro and market developments impacting global equities in 2024
26 Feb 2024
Contributed by Lukas
This month Rory Cunningham, ASX, is joined by Vihari Ross, Portfolio Manager at Antipodes, to review key macro and market developments seen during 202...
ASX January 2024 Market Wrap
31 Jan 2024
Contributed by Lukas
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...
2024 Sector Outlook
23 Jan 2024
Contributed by Lukas
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 revie...
Rates, Recession and Recovery
19 Dec 2023
Contributed by Lukas
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 ...
ASX November 2023 Market Wrap
30 Nov 2023
Contributed by Lukas
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...
A measured approach to finding value in Australian equities
29 Nov 2023
Contributed by Lukas
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 liv...
ASX October 2023 Market Wrap
01 Nov 2023
Contributed by Lukas
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...
Small cap sector showing signs of recovery
30 Oct 2023
Contributed by Lukas
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...
ASX September 2023 Market Wrap
04 Oct 2023
Contributed by Lukas
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...
Exchange Traded Products - outlook and opportunities
27 Sep 2023
Contributed by Lukas
Access to financial literacy has helped the overall understanding of the exchange traded product (ETP) landscape and the opportunity these products pr...
ASX August 2023 Market Wrap
01 Sep 2023
Contributed by Lukas
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...
Opportunities for Small Cap Australian shares
29 Aug 2023
Contributed by Lukas
With rising interest rates, everyone is feeling the pain. No matter what sector investors are in - consumer, retail, tech, property - it feels like th...
Long-term investing: a 60/40 portfolio approach
01 Aug 2023
Contributed by Lukas
Diversification is an investor's best defense against market volatility. No one can predict how markets will perform so investors should focus on the ...
ASX July 2023 Market Wrap
01 Aug 2023
Contributed by Lukas
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...
ASX June 2023 Market Wrap
03 Jul 2023
Contributed by Lukas
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...
An introduction to Sharia-compliant investing
29 Jun 2023
Contributed by Lukas
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 inve...
ASX May 2023 Market Wrap
01 Jun 2023
Contributed by Lukas
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...
AI technology opening new investment opportunities
30 May 2023
Contributed by Lukas
Netflix recommendations, autonomous cars, ordering at the quick service restaurant are basic applications that will be powered by AI in the future. Ki...
Investing in 2023: the value of financial literacy and advice
09 May 2023
Contributed by Lukas
In this episode ASX's Jacinta Schlosser and Lauren Jackson, Director and Regional Sales Manager - QLD for Fidelity International, review some interest...
ASX April 2023 Market Wrap
03 May 2023
Contributed by Lukas
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...
ASX March 2023 Market Wrap
03 Apr 2023
Contributed by Lukas
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...
Macroeconomic environment and global SMID opportunities
20 Mar 2023
Contributed by Lukas
In this episode Chris Wallis, Chief Executive Officer, Chief Investment Officer, and Senior Portfolio Manager at Vaughan Nelson Investment Management ...
ASX February 2023 Market Wrap
02 Mar 2023
Contributed by Lukas
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...
Key sectors and stocks to watch in 2023
02 Feb 2023
Contributed by Lukas
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 ...
ASX January 2023 Market Wrap
01 Feb 2023
Contributed by Lukas
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...
Principles to guide your investment decision making
08 Jan 2023
Contributed by Lukas
Whether you are just starting your investing journey or have been through many market cycles, having investment principles to guide your decision maki...
ASX December 2022 Market Wrap
03 Jan 2023
Contributed by Lukas
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...
ASX November 2022 Market Wrap
01 Dec 2022
Contributed by Lukas
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...
Headwinds and tailwinds driving the economy and markets
30 Nov 2022
Contributed by Lukas
What a year it has been for investors! Inflation, rising interest rates, volatile equity markets, and geopolitical tensions are driving investor uncer...
Investment tips for declining markets - an ESG approach
03 Nov 2022
Contributed by Lukas
This month Anthony Doyle, Head of Investment Strategy at Firetrail joins Rory to discuss everything global equities and particularly, in light of the ...
ASX October 2022 Market Wrap
02 Nov 2022
Contributed by Lukas
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...
ASX September 2022 Market Wrap
03 Oct 2022
Contributed by Lukas
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...
Power up your investment knowledge with ASX
29 Sep 2022
Contributed by Lukas
World Investor Week is a global campaign to raise awareness about the importance of investor education and protection. In this edition The Ideas Excha...
How megatrends are shaping our global economy and society
08 Sep 2022
Contributed by Lukas
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,...
ASX August 2022 Market Wrap
01 Sep 2022
Contributed by Lukas
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...
How to invest in volatile markets
08 Aug 2022
Contributed by Lukas
Despite the current market downturn, James Holt, Director of Investor Solutions at Perpetual Limited, believes there are always gems in the chaos for ...
ASX July 2022 Market Wrap
01 Aug 2022
Contributed by Lukas
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...
How clear goals help you find the investment that is right for you
06 Jul 2022
Contributed by Lukas
Over the last 10 years we had an extended bull run and investors have been able to profit, but if we look at the past hundred years on average we had ...
ASX June 2022 Market Wrap
30 Jun 2022
Contributed by Lukas
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...
Practical tips for investing in a higher interest rate environment
08 Jun 2022
Contributed by Lukas
Interest rates have recently started to rise in Australia and around the world. Those who started investing in the last 10 years haven’t been expose...
ASX May 2022 Market Wrap
01 Jun 2022
Contributed by Lukas
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...
Impact investing - delivering financial and social returns
11 May 2022
Contributed by Lukas
When we think about investing, we generally think about achieving our own financial goals and investing for our future. But, have you ever wondered ho...
ASX April 2022 Market Wrap
03 May 2022
Contributed by Lukas
Listen to a ASX’s new monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets,...
ESG Investing: Investments that reflect your values
20 Apr 2022
Contributed by Lukas
Environmental, social, and governance (ESG) criteria are an increasingly popular way for investors to evaluate companies in which they might want to i...
ASX March 2022 Market Wrap
31 Mar 2022
Contributed by Lukas
Listen to a ASX’s new monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets,...
The changing face of investing
07 Mar 2022
Contributed by Lukas
This month The Ideas Exchange celebrates International Women’s Day and ASX’s Helen Chong spoke to Rachel White, Head of Product Strategy for Vangu...
*New Monthly Show* ASX February 2022 Market Wrap
03 Mar 2022
Contributed by Lukas
Listen to a ASX’s new monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets,...
2022 Market Outlook
09 Feb 2022
Contributed by Lukas
As top stories become more negative, Shane Oliver, AMP, reminds investors of the importance of putting things in context, focus on the long term, avoi...
Market makers and their role in the ETF ecosystem
13 Jan 2022
Contributed by Lukas
Market makers play a key role in the ETF ecosystem and they do this by ensuring ETF prices are accurate and that the trading of ETFs is smooth in all ...
Investing in disruptive businesses
08 Dec 2021
Contributed by Lukas
Disruption has been a very popular theme with investors in 2021. We have seen a record number of investors flock to ETFs that provide exposure to disr...
Foraging for investment opportunities with Forager Funds Management
11 Nov 2021
Contributed by Lukas
A contrarian approach can work really well at the right point in time, but that doesn’t mean you have to be aggressively contrarian all the time. ...
From potential to exponential, the ETF journey
13 Oct 2021
Contributed by Lukas
In 2001, there were just two Exchange Traded Funds (ETFs) on ASX. Today, ASX is the home of ETFs, with 223 ETFs available across a broad range of asse...
Accessing income through commercial real estate debt
16 Sep 2021
Contributed by Lukas
As interest rate reach all-time lows, investors are actively searching for alternative investments that can provide them with a reliable and consisten...
Invest in the Future: Games and eSports
12 Aug 2021
Contributed by Lukas
Over the last decade the video games and eSport industry has been on the rise and gathering a lot of pace as a result of advances in technology. Today...
Changing time, changing markets
08 Jul 2021
Contributed by Lukas
At the halfway point of 2021, we look back at what has been a busy and eventful year across Australian and global markets. Reverberations from the p...
Making the Most of Australian Small Caps
14 Jun 2021
Contributed by Lukas
In episode five of the Ideas Exchange, your host Martin Dinh is joined by Emilie O'Neill, ESG and Equities Investment Analyst at Perennial Value Manag...
Getting to Grips with Listed Investment Companies and Trusts (LICs and LITs)
13 May 2021
Contributed by Lukas
This month on ASX’s Ideas Exchange, Martin explores Australia’s oldest investment structure, listed investment companies and trusts, commonly know...
Robo-advice - A new way of looking at financial advice?
11 Apr 2021
Contributed by Lukas
Some analysts predict that the robo-advice industry will grow to over $US1.26 trillion by 2023. So what is robo-advice? In this episode of The I...
Girl Power - Female Investors Taking Charge
01 Mar 2021
Contributed by Lukas
In the second episode of the Ideas Exchange, Martin Dinh is joined by his colleague and special co-host, Anastasia Anagnostakos, to discuss the import...
Leaps and bounds – the rise of ETFs
15 Feb 2021
Contributed by Lukas
Listen to the first edition of The Ideas Exchange podcast. ASX’s Senior Investment Product specialist - Martin Dinh - talks to Dan Annan from Be...