July 2023
In this edition read about peaking inflation and what it means for investors, the benefits and risks of investing in Australian Real Estate Investment Trusts (A-REITs), using infrastructure-focused Exchange Traded Funds (ETFs) to diversify your portfolio, and a collar strategy to protect against moderate share price volatility.
Plus listen to the latest Market Wrap for a review of the financial year that was.
Remember to save the date for the next ASX Sharemarket Game – registrations open on July 13.
PODCAST | INVESTOR UPDATE
3 JULY 2023
ASX June Market Wrap
Graham O'Brien & Jacinta Schlosser, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
PODCAST | INVESTOR UPDATE
30 JUNE 2023
An introduction to Sharia-compliant investing
By Muzzammil Dhedhy, Hejaz Financial Services
An introduction to Sharia investing, its benefits, risks, and screening process.
June 2023
In the June edition of Investor Update you will find investment tips and strategies to help you get ready for the next financial year. We present some insights on FY24 dividend season, review the pros and cons of tax-loss selling strategy, discuss three megatrends for FY24 and beyond and explain the benefits and risks of the Dogs of Dow theory, plus in the latest Ideas Exchange podcast we unpack AI technology and how it is creating new investment opportunities.
PODCAST | INVESTOR UPDATE
2 June 2023
ASX May Market Wrap
Graham O'Brien & Jacinta Schlosser, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
PODCAST | INVESTOR UPDATE
2 JUNE 2023
AI technology opening new investment opportunities
By Kieran Moore, Munro Partners
Unpacking Artificial Intelligence and the investment opportunities being created from this technology.
May 2023
This month you will be able to hear it first from a range of industry leaders presenting at our upcoming Investor Day, ASX's premier retail education event, empowering Australian investors with financial literacy and skills.
Returning to Brisbane, Sydney and Melbourne, this catered, full day event is designed to provide investors of all knowledge levels with practical tools and knowledge to help improve your investment strategy and build your investing confidence. Register now and get 50% off your ticket using code MAY2023.
In this edition you will find answers to questions such as where to next for shares?, why investors become emotional about money?, why markets see gold as a hedge against downturns? and much more.
PODCAST | INVESTOR UPDATE
12 MAY 2023
Investing in 2023: the value of financial literacy and advice
By Lauren Jackson, Fidelity International
Benefits of early financial advice and tips for portfolio construction.
April 2023
In this edition read about the earnings outlook for the second half of FY23, ChatGPT implications for the future of investment, a discussion on the prospects for the tech sector recovery, an introduction to Sharia investing, plus insights on why investor shouldn’t judge a covered call by its cover.
Listen to the new refreshed Market Wrap podcast in which Graham and Jacinta also discuss key market movements, latest research insights and market news.
Stay tuned for the special May edition of Investor Update which will be released by mid-May, and will include the findings of the latest ASX Australian Investor Study. It will also look at the latest investment trends, emerging investor segments and in-depth analysis of investor attitudes, behaviour and decision-making.
PODCAST | INVESTOR UPDATE
04 APRIL 2023
Microeconomic environment and global SMID opportunities
By Chris Wallis, Vaughan Nelson
On the reasons why global SMID caps are a great opportunity for Australian investors right now.
March 2023
In this special edition of Investor Update we take a deep dive into Listed Investment Companies (LICs), celebrating Australia’s longest-established listed investment company, Whitefield Industrials Ltd (ASX:WHF ), completing its 100th year of continuous operation this month.
Find out more about the beginnings of the LIC sector and how it allows investors to build diversified portfolios across Australian and global equities, fixed interest, and alternative assets. Learn about the social impact of LICs, and how they can make the world a better place through charity, diversity, and corporate governance.
Plus look under the hood, and get a deeper understanding of the key features, benefits and risks of investing in LICs.
PODCAST | INVESTOR UPDATE
02 MARCH 2023
ASX February Market Wrap
Graham O'Brien & Jacinta Schlosser, ASX
Review the key events that impacted markets, top-performing stocks, and sectors, as well as key market movements.
ARTICLE | INVESTOR UPDATE
03 MARCH 2023
Getting to grips with Listed Investment Companies and Trusts (LICs and LITs)
Interview with Ian Irvine – CEO of LICAT
Debunk some myths and share insights about how to invest in LICs and LITs.
February 2023
In this edition we review some key themes for investors in 2023 and the principles to consider in the journey to long-term wealth creation. The ASX listings team presents an annual review of 2022 capital markets, and investment experts discuss ways to invest for decarbonisation transition and how to manage currency risk.
December 2022
In our December edition we present an outlook for 2023, review nabtrade insights into how their customers responded to volatile market conditions, and discuss some tips on how to deal with market volatility and losses.
We continue with the series on market participants and this month we interview a financial adviser, plus we go through some tips for experienced investors on how to grab uncertainty by the collar using Options.
November 2022
In this edition we answer some questions about global markets, review the pros and cons of active and passive investing, explore four future-focused themes for long-term investors plus we access the behind the scenes in the life of an ETF manager.
We also review the month that was in the October Market Wrap podcast and in the latest episode of The Ideas Exchange we discuss all about global equities and Firetrail's high-conviction investment philosophy.
October 2022
Knowledge is power! Welcome to a special edition of Investor Update to celebrate World Investor Week, a global initiative to raise financial literacy awareness.
At ASX, we understand that knowledge is power so we provide a range of educational tools, information and resources for investors at all stages of their investment journey to build knowledge and gain a deeper understanding of the financial markets. We hope you find some useful insights in this edition.
September 2022
This month we present a profit season wrap-up, we ask two investment experts about key considerations when deciding whether to sell shares, and interview a Day Trader to learn more about how he chooses trades and his general advice for aspiring traders.
We also discuss how investing in global infrastructure can potentially offer inflation protection, and in the latest episode of The Ideas Exchange podcast we review how to invest in volatile markets.
August 2022
In this edition, we discuss dividend opportunities, tips on how to follow market announcements during reporting season, and how to assess potential returns from demergers.
We also review the prospects for bond and credit markets as interest rates rise, and unpack all about goal-based investing in the latest Ideas Exchange podcast episode, plus we interview ASX CEO Helen Lofthouse about her background, immediate focus, and thoughts about ASX and its role in Australia and New Zealand’s financial markets.
July 2022
This month we share tips on how to seek opportunity in the current market downturn, how to focus on companies benefitting from long-term industry disruption, and how to protect your ETFs against currency moves. We also ask three experts for their advice about building wealth for your children, plus the latest Ideas Exchange podcast presenting Gemma Dale's three practical tips for investing in a higher interest rate environment.
June 2022
In the June edition of Investor Update we bring you expert investment insights on commodities, healthcare, climate change and emerging markets as well as a guide on what to look for when rates rise and inflation bites and what it means to invest in a world with less money.
We hope you are enjoying the monthly Market Wrap so make sure you listen to the short podcast to review the month that was.
May 2022
This month we review three main factors behind the banking sector’s performance; unpack the features, benefits and risks of including private debt in portfolios; explore why interest in green hydrogen is growing; and how to use Factor-based investing through ETFs. ASIC warns of investing under the ‘finfluence’ and we interview upcoming Investor Day panellists for their top idea or theme for 2022 and beyond. Plus the April Market Wrap podcast to give you a snapshot of the drivers that shaped the market last month.
April 2022
In this edition we present an outlook for the energy sector, expert insights on how gold and global listed property can help you diversify your portfolio, a deep dive into our Investment Products report and tips on how investor forums can help you develop investment skills. Plus the March Market Wrap podcast to give you a snapshot of the drivers that shaped the market last month.
March 2022
This month we are excited to launch a new Investor Update feature: the monthly Market Wrap, an overview of the drivers that shaped the market over the last month. Delivered as a podcast, and hosted by Graham O'Brien, Senior Manager Equity Derivaties at ASX.
In this edition you will find articles with expert insights on winners and losers as inflation and rates are tipped to rise, how to invest in China's new economy, and buying tech stocks.We also dive into the demographic forecasts for long-term investors to consider, and interview 3 top female fund managers about what advice they’d give young women about investing.
February 2022
In this edition ASX experts present their 2021 reviews of ASX IPOs and investment products; Shane Oliver shares an outlook for the year ahead, we interview a range of investment professionals about what they learnt from their biggest investment mistakes; and for those who have decided to start their investment journey we have some fundamentals they can review as well as the ASX resources that can help them on the way.
December 2021
As 2021 draws to a close, the latest edition of ASX Investor Update focuses on the year ahead. Sharing expert insights on some of the key investment trends and themes for 2022 including disruptive trends, the impacts of climate change for investors, the outlook for global equities, and more.
November
In this edition we present a special report on financial advice, we cover 4 top strategies, how to find the right financial adviser for you, why advisers are embracing ETFs, what investors are buying, the future of financial advice and the risks and benefits of robo-advice.
October 2021
This edition explores global equities from long-term investment opportunities in Asia, the potential to invest in tomorrow’s future leaders, and the importance of widening your ethical approach to include global equities. We investigate what dual listings mean for you and the facts and myths of LICs. Plus, continuing with the ASX 150th anniversary series, we present a modern history of indices on the exchange.
September 2021
This edition explores global equities from long-term investment opportunities in Asia, the potential to invest in tomorrow’s future leaders, and the importance of widening your ethical approach to include global equities. We investigate what dual listings mean for you and the facts and myths of LICs. Plus, continuing with the ASX 150th anniversary series, we present a modern history of indices on the exchange.
August 2021
In this edition, we celebrate the 20th anniversary of the ETF market on ASX. We review its origins and the innovations that are helping investors build long-term wealth such as megatrends, asset allocation, and global opportunities. Plus as part of ASX's 150th year of continuous operations series, we discuss the use of index funds to generate income.
July 2021
In this edition, we explore the outlook for global equities in FY22, key themes to watch, what the charts say, top trading ideas, and we continue with ASX's 150 year anniversary series highlighting how ASX-listed funds are changing investing.
June 2021
GPT Group (ASX: GPT)’s listing in 1971 paved the way for other property trusts and an A-REIT sector now worth $146 billion. GPT’s listing anniversary is, in effect, the 50th anniversary of the A-REIT market on ASX.
Together, the 49 A-REITs currently listed on ASX have made Australia one of the world’s top REIT markets. They’ve enabled investors to own part of office towers, shopping centres and industrial warehouses. A-REITs have also been a source of yield for income investors over decades.
GPT Group’s 50th listing anniversary on ASX inspires this special edition of ASX Investor Update. We hope you find this issue informative.
May 2021
Featuring a line-up of speakers who will be presenting at ASX's Investor Day in May 2021. Read about investing for global disruption; how to tap into booming overseas economies; strong long-term outlook for emerging markets; 3 fundamental rules of investing; Register for ASX Investor Day and why ASX is one of the greatest IPO markets today.
April 2021
In the April edition of Investor Update we feature a range of contributors who will be appearing at ASX's Investor Day events in May 2021.
March 2021
We are delighted to be able to bring you a special edition of Investor Update, celebrating International Women’s Day on Monday 8 March featuring a full line-up of contributions from female thought leaders and experts.
