The Ideas Exchange – Details, episodes & analysis
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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 Australian financial services licensee before making any investment decisions. ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information. © Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts
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🇫🇷 France - investing
02/05/2026#92
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Investing through volatility: the power of discipline and quality
mardi 28 avril 2026 • Duration 15:54
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 winners, and brings the strategy to life with real‑world company examples from the portfolio.
Visit our blog:
https://www.asx.com.au/blog
Follow us on:
X - https://twitter.com/ASX
LinkedIn - https://www.linkedin.com/company/asx/
YouTube - https://www.youtube.com/user/ASXLtd
Instagram - https://www.instagram.com/asx__official/
Facebook - https://www.facebook.com/OfficialASX
Explore our useful investment tools and resources
https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor
Global Markets in Transition: Risks, Opportunities and Strategy
mercredi 1 avril 2026 • Duration 19:26
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 investors can navigate uncertainty, stay disciplined, and position for long-term opportunities in an increasingly complex world.
Visit our blog:
https://www.asx.com.au/blog
Follow us on:
X - https://twitter.com/ASX
LinkedIn - https://www.linkedin.com/company/asx/
YouTube - https://www.youtube.com/user/ASXLtd
Instagram - https://www.instagram.com/asx__official/
Facebook - https://www.facebook.com/OfficialASX
Explore our useful investment tools and resources
https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor
Beyond buy and hold - A guide to long/short strategies
jeudi 3 juillet 2025 • Duration 25:11
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 The Ideas Exchange to discuss what it means to take long and short positions, the role that a long/short strategy plays in an investors’ portfolio, and what makes it different from other more traditional investment strategies.
Tune in to hear how Plato identifies strong performers to go long on and weaker ones to short, how they manage risks and volatility to determine the net exposure for their fund as well as some successful examples that have helped the fund outperform its benchmark.
Visit our blog:
https://www.asx.com.au/blog
Follow us on:
X - https://twitter.com/ASX
LinkedIn - https://www.linkedin.com/company/asx/
YouTube - https://www.youtube.com/user/ASXLtd
Instagram - https://www.instagram.com/asx__official/
Explore our useful investment tools and resources
https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor
The art of disruption
mardi 10 juin 2025 • Duration 23:57
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 Co-Founder of Loftus Peak, explains what disruption is and how it differs from innovation. Emphasising the importance of AI as a main driver of change, Alex also highlights the role of cyber security and how Loftus Peak harvests return from global sharemarkets by focusing on understanding those changes.
Check out the ASX blog for more insights:
https://www.asx.com.au/blog
Building the Future: Investing in Global Listed Infrastructure
mardi 29 avril 2025 • Duration 30:00
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 class is, why it's becoming increasingly relevant in today’s markets, and how investors can gain exposure to it. Sarah shares Rescap’s unique approach to portfolio construction, insights on key themes like energy transition and mobility and what she’s watching in the space for 2025 and beyond.
Whether you’re looking for steady yield, inflation protection, or exposure to the world’s essential assets—this episode will give you a clear roadmap.
Investor Day link: https://www.asx.com.au/investor-day
Understanding Markets: Performance, analysis and getting started
jeudi 3 avril 2025 • Duration 31:01
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 led them to forging a career in investing as Portfolio Managers. We discuss how markets have been performing overall through January and February before breaking down ways to analyse stocks usings methods such as fundamental and technical analysis.
In our second series this year, we’ll visit different investment themes starting with Infrastructure. Our special guests from Resolution Capital will discuss what infrastructure assets are and how they can fit into a diversified investment portfolio.
Investing made simple: goals, asset classes and biases
lundi 3 mars 2025 • Duration 29:40
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 on ASX.
Marc goes back to the fundamental question of what is your end goal and your time frame because that will dictate not only where you should be investing in terms of asset allocation, but also set the framework for your investing. He explains the importance of setting up goals, describes the different asset classes and associated risks and then dives into the psychology of investing and how investors can handle their own biases by building a diversified investment portfolio and tuning out market noise.
A beginners guide to investing
jeudi 6 février 2025 • Duration 22:27
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 invest on ASX.
In the first episode of the series, Jacinta King, ASX, asks Laura Besarati, Market Analyst at CommSec, some questions to cover the basics of investing including the difference between stocks and ETFs, how to buy and sell, what are dividends and distributions, and the characteristics of active and passive investing. Laura also provides a great review of sector performance for 2024 and how she sees they are positioned as the year begins.
Stay tuned for episode two
Did you know that investing is not just about being financially savvy and learning how to put a portfolio of stocks together. There is a bit of psychology behind it and being conscious of human biases is part of the journey in understanding what kind of investor you are. Join ASX and our next guest, Global X as they discuss this before they delve into some time-tested ways of investing.
https://www.asx.com.au/
Year in review and outlook for 2025
lundi 6 janvier 2025 • Duration 20:43
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 other countries; what data is showing about a possible cooling in the housing market and 2024 best performing sectors. Looking ahead he discusses the impact of a second Trump's presidency, US Federal debt and their role in global markets
Geopolitics and the role of US, China and other super-powers
mercredi 27 novembre 2024 • Duration 34:38
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 his views on these topics and discusses sectors that are doing well at the moment.
Join James and Jacinta as they review the US election, global equities, interest rates and Perpetual's investment thesis.
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