Asset Class: ETFs

We chat to Karen Trau from Perpetual about active ETFs! Perpetual is an ASX-listed, diversified financial services company, which has been serving clients since 1886. They have four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate trust - that aim to protect and grow their clients’ wealth. She chats to us about how active ETFs are different from passive investing, how Perpetual thinks about screening, and why Warren Buffet thinks being passive can be a good thing.

OK - everyone stop watching your mates Instagram European Vacation stories and let's focus on some potential European investing opportunities. But first, Alec asks, have we officially reached too many ETFs? There are some crazy ETF's listed in the USA. The God Bless America ETF, with the ticker YALL, the MAGA Index is made up of 150 companies from the S&P 500 Index whose employees and political action committees (PACs) are highly supportive of Republican candidates. DEMZ, the democratic large-cap core fund only includes companies that have made over 75% of their contributions to the democrats and causes. But enough of that ... back to the news. The Euro and US Dollar hit parity so Alec and Bryce discuss the European opportunities for us here in Australia (and the US) - and it's not all about a Greek Island holiday!

Crypto ETFs have hit the ASX! EBTC and EETH are Australia’s first spot Bitcoin and Ethereum ETFs, giving you direct ownership of the underlying coins, without needing to worry about storage and security yourself.

This episode has been sponsored by ETF Securities, in celebration of the launch of Australia’s first spot Bitcoin and Ethereum ETFs - both listed on the CBOE. Hany Rashwan is the co-founder and CEO of 21Shares, a Switzerland based issuer of cryptocurrency exchange traded products, committed to making cryptocurrency investing more accessible to all investors. In this episode Bryce, Alec and Hany discuss in simple terms Cryptocurrency, Bitcoin and Ethereum ... the definition of, the future of, and the opportunity that now exists for us all to invest in ETF's in the Crypto space.

An ETF is just a type of investable asset - there are many different types of ETFs There are so many choices in the ETF world, and things are changing pretty quickly so we wanted to do an episode explaining the different types of ETFs out there. Bryce and Alec explain the key differences between active and passive ETFs, and why they have become so popular with new investors in recent years.

In true Equity Mates tradition, Bryce and Alec are joined by Equity Mates Head of Partnerships team member Emily Croker in this episode. Em sits in the hot seat and is grilled about her investing journey. From her first ETF dip into the stock market ... to Crypto ... to dollar cost averaging, if you are looking for some inspiration to 'get started', or just after a few Instagram accounts to follow for share market inspiration, then this is the one for you!

We've gone out to the Equity Mates community and will answer the most common new investor questions in this week's episode. From the brand of hair wax Bryce uses, to a useful 'plan of attack' in current market volatile times.Is it best to dollar cost average, weekly, monthly, or fortnightly? What are the best ETF's for a core portfolio? What is leverage and why is it not a good idea to include when starting out investing? What is a thematic?

The growing popularity of ETF's (exchange-traded funds) among the Equity Mates Community continues. The industry received record net inflows into existing ETFs and a number of successful new launches in 2021. Investors have shown a growing appetite for theme-based ETFs while maintaining similar enthusiasm for active and environmental, social, and governance factor-based ETFs. We came across some data about the biggest inflows and outflows for ETFs in 2021. Thanks to Morningstar. There were 5 ETFs that had over $800 million net inflow and 4 ETFs that had over $100 million net outflows. We can learn a lot about investor preferences from this data, so in this episode, Bryce & Alec unpack and discuss the top 5 most loved, and the top 5 least fav ETF's for 2021.

In today’s episode Bryce & Alec are joined by William Studebaker, the President & CIO of ROBO Global, the company that builds the index behind the ETF Securities Global Robotics and Automation ETF (ASX Code: ROBO) Not only will you learn about this exciting thematic, but you'll also grasp a better understanding of the trends and future for robotics in all areas of our life. Kanish Chugh head of distribution at ETF Securities joins the lads to explain how you can access the ROBO ETF.

In this episode, Bryce and Alec chat to John Caulfied, Director, Intermediaries and Institutions from VanEck, and what he thinks are the 5 mistakes ETF investors should avoid. We know that ETFs are something that the Equity Mates community loves, and hearing about other people's mistakes is a good way of not making them yourself! Prior to joining VanEck, John was the Director of Business Development at FTSE Group (Australia), and he's also worked at the London Metal Exchange.

ETF Securities have recently released a new ETF tracking the global FinTech industry with significant exposure to blockchain technology, decentralised finance, digital payments and peer-to-peer lending - ETFS Fintech & Blockchain ETF (Exchange Code: FTEC). Alec and Bryce talk to Chris Titley, who's a stockbroker at Morgans Financial, and has a passion for this industry of emerging fintechs, digital banks and payments companies. Then they talk to Kanish Chugh, the Head of Distribution at ETF Securities Australia, about the rationale for creating an ETF that tracks this space, and the importance for retail investors to be exposed to this new disruptive technology.

In this episode Bryce and Alec talk to Dr Fiona Simon, the CEO of the Australian Hydrogen Council, the peak body for Australia’s hydrogen industry with members from across the hydrogen value chain. They talk about Australia's unique opportunity with hydrogen, and the future of the industry. Then they chat to Kanish Chung, from ETF Securities about their recently released ETF tracking the global hydrogen industry - ETFS Hydrogen ETF (ASX Code: HGEN). HGEN provides exposure to hydrogen economy including fuel cells, electrolysers, refuelling stations and green hydrogen.

We know how much the YIGC community loves an ETF, so this episode is all about taking our knowledge a step further. Today we are speaking to Jess Leung, the wonderful person behind one of our favourite investing Instagrams @theleungway and ETF portfolio manager at Betshares.

If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brilliance of hosting Equity Mates means they can invite experts to explain this fascinating world to all of us, so we might understand it, and the investing opportunities a little bit better! First they welcome Patrick Penfield - a Professor of Supply Chain Practice at Syracuse University, Whitman School of Management - to talk about the basics of semiconductors, the changing landscape, the current supply crunch and what he thinks the future of the industry will look like.

This week, Maddy and Sophie were joined by producer Sascha, in the first of two 'Ask Us Anything' special episodes. Together they answered your questions about building a portfolio, analysis paralysis, the crypto world, and how they emotionally prepare for the next market correction.

This episode, Bryce and Alec talk to Graham Tuckwell, the founder and chairman of ETF Securities, an investment firm focused on exchange traded funds. Graham was an early pioneer of exchange-traded commodities and launched the first product globally, the ETF GOLD. Now a noted philanthropist, Graham’s name may be familiar to those studying at ANU as he endowed the Tuckwell Scholarship, one of the most prestigious undergraduate scholarships in Australia.

Today’s episode is sponsored by Kogi Coffee – kogicoffee.com.au To get 5% off storewide, use the discount code MATES5

This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam.

We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show.

Since we began this podcast in January 2017, global markets have been on an incredible run. 2017 was an uninterrupted climb higher and higher, and aside from one hiccup in February,