The Rules of Investing dari Livewire Markets
Livewire Markets
The Rules of Investing is one of Australia’s top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes, philosophy, and current take on markets. After launching in October 2017, there have been over 100 episodes published - you can access all content on Livewire Markets, Spotify and Apple Podcasts.
Kategori: Bisnis & Keuangan Pribadi
Dengarkan episode terakhir:
If there is any one investment product that has experienced a true boom over the last 10 years, it is exchange-traded funds (ETFs) and exchange-traded products (ETPs) more broadly. The number of listed products has increased by 17.5 times in Australia during the last decade alone. More than 300 products are now listed across the ASX and CBOE exchanges and two million Australians have at least one ETF in their portfolio. And, as if you need more proof of the growth of ETPs, 2024 marked the first time that inflows outpaced those going into unlisted managed funds. So if we've seen this growth over the last decade, what could the next 10 years hold? In this episode of The Rules of Investing, we put this and other questions to Tamara Haban-Beer Stats, Director and ETF/Index Investments Specialist at BlackRock Australia. BlackRock is the world's largest asset manager and its ETF arm iShares runs 49 ETPs in the Australian market. In this episode, Tamara also discusses the key mega forces that BlackRock believes could drive markets over the long run, where they are overweight in portfolios and the asset classes they believe could see the biggest growth within ETPs over the coming years. Note: This episode was recorded on Tuesday 19 March 2024. Timestamps 0:00 - Intro 2:21 - BlackRock's outlook for the next 12 months 4:06 - What the new investing regime means for ETF investors 6:17 - The five "mega forces" of investing 9:13 - Currency impacts on ETF returns 10:27 - Will the Australian Dollar rebound in late 2024? 13:45 - Should investors consider hedged ETFs? 14:55 - Opportunities in Japan and the US 16:47 - Why the AI boom won't be early 2000 all over again 18:02 - The explosion of interest and uptake in ETFs 21:31 - The asset class that could gain the lion's share of growth in the future 23:17 - Other interesting innovations in the global ETF market 25:06 - Which products are seeing the most inflows and outflows in 2024? 27:31 - The Rules of Investing's regular questions (with an ETF twist)
Episode sebelumnya
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203 - The next 10 years in ETF growth could be dominated by this asset class Fri, 22 Mar 2024 - 0h
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202 - Warryn Robertson’s guide to picking the best infrastructure stocks on the ASX and abroad Fri, 15 Mar 2024 - 0h
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201 - The policy overhaul Shane Oliver would make to secure Australia's fortunes Fri, 01 Mar 2024 - 0h
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200 - Where Soul Patts is investing for long term growth and dividends Fri, 16 Feb 2024 - 0h
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199 - How Hyperion unearths rare but exceptional growth companies (plus two that pass their filters) Fri, 02 Feb 2024 - 0h
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198 - How to invest $1 million in 2024 Mon, 08 Jan 2024 - 0h
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197 - The lead indicator for Dion Hershan’s best trades (and two high quality stocks for the ”slow grind” ahead) Thu, 21 Dec 2023 - 0h
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196 - Ben Griffiths’ small cap playbook as animal spirits awaken Fri, 15 Dec 2023 - 0h
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195 - 2 killer growth stocks (and why culture is key to successful small caps) Fri, 17 Nov 2023 - 0h
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194 - Trailer: Qiao Ma, Munro Partners Thu, 16 Nov 2023 - 0h
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193 - We are in the midst of a social, economic, financial and political crisis Fri, 10 Nov 2023 - 0h
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192 - Invest in what you know, avoid what you don’t: Lessons from a Hall of Fame fund manager Fri, 27 Oct 2023 - 0h
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191 - Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today) Fri, 06 Oct 2023 - 0h
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190 - Matthew Kidman: Get ready to run with the bulls Fri, 06 Oct 2023
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189 - Hedge fund managers never name their shorts. This one does... Fri, 22 Sep 2023 - 0h
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188 - Bob Desmond names his ”forever” stock Fri, 15 Sep 2023 - 0h
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187 - Trailer: Bob Desmond, Claremont Global Thu, 14 Sep 2023 - 0h
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186 - 3 reasons why the US economy has achieved a miraculous ”soft landing” Fri, 25 Aug 2023 - 0h
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185 - Blackwattle’s Ray David is raising red flags about market darling CSL Fri, 18 Aug 2023 - 0h
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184 - Trailer: Blackwattle’s Ray David is raising red flags about market darling CSL Thu, 17 Aug 2023 - 0h
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183 - Livewire Live is back in 2023! Wed, 16 Aug 2023 - 0h
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182 - What do counting cars and delivering an 18% pa return for investors have in common? Fri, 11 Aug 2023 - 0h
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181 - Regal’s ultimate guide to microcap investing in 2023 Fri, 04 Aug 2023 - 0h
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180 - Trailer: The ultimate guide to microcap investing in 2023 Thu, 03 Aug 2023 - 0h
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179 - The only ASX stock with a return on equity of over 50% Fri, 28 Jul 2023 - 0h
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178 - Oscar Oberg: Small caps are primed to rally, and it doesn’t happen without these stocks Fri, 21 Jul 2023 - 0h
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177 - Trailer: Small caps are primed to rally, and it doesn’t happen without these stocks Wed, 19 Jul 2023 - 0h
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176 - Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer) Sat, 15 Jul 2023 - 0h
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175 - Trailer: Fidelity’s Paul Taylor reveals his secret sauce for finding long-term compounders Thu, 13 Jul 2023 - 0h
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174 - This energy company hasn’t seen conditions this good in 25 years Fri, 30 Jun 2023 - 0h
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173 - Trailer: This energy company hasn’t seen conditions this good in 25 years Thu, 29 Jun 2023 - 0h
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172 - Giselle Roux’s fluff-free take on the market (and where you can find opportunity today) Fri, 23 Jun 2023 - 0h
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171 - Trailer: Giselle Roux Thu, 22 Jun 2023 - 0h
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170 - The dividend doctor gives his prescription for investing in 2023 Fri, 16 Jun 2023
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169 - Trailer: The dividend doctor gives his prescription for income investing in 2023 Thu, 15 Jun 2023 - 0h
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168 - 8 mega cap stocks have carried markets in 2023. Here’s what comes next Fri, 09 Jun 2023
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167 - Trailer: 8 mega cap stocks have carried markets in 2023. Here’s what comes next Wed, 07 Jun 2023 - 0h
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166 - The goldilocks buying opportunity is *almost* here in fixed income Fri, 02 Jun 2023 - 0h
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165 - Jun Bei Liu: Top stocks for today’s markets Fri, 26 May 2023 - 0h
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164 - Trailer: Jun Bei Liu, Tribeca Investment Partners Wed, 24 May 2023 - 0h
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163 - This fundie found Afterpay at $6. Now he’s found his next opportunity Fri, 19 May 2023 - 0h
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162 - Trailer: This fundie found Afterpay at $6. Now he’s found his next opportunity Wed, 17 May 2023 - 0h
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161 - Is this the least crowded opportunity in the market today? Fri, 05 May 2023 - 0h
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160 - No lithium, no worries for this outperforming small cap manager Fri, 21 Apr 2023 - 0h
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159 - Trailer: No lithium, no worries for this outperforming small cap manager Wed, 19 Apr 2023 - 0h
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158 - James Gerrish: Low risk equity returns are back (and these stocks provide them) Fri, 14 Apr 2023 - 0h
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157 - Why Morgan Stanley is overweight passive in this volatile environment Fri, 31 Mar 2023 - 0h
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156 - John Ayoub reveals WAMs playbook for volatile markets Fri, 24 Mar 2023 - 0h
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155 - Trailer: The global banking crisis has changed the game, and this is how to play it Wed, 22 Mar 2023 - 0h
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154 - Alan Kohler: We’re in for a recession we didn’t need to have Fri, 10 Mar 2023 - 0h