Relative Return: Choosing the next thematic
In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Blair Hannon, head of investment strategy at Global X, to discuss the rise of thematic ETFs as the world makes advancements in climate and technology.
Listen as they discuss:
- The types of thematics popular with Australian investors
- Global X’s range of thematic ETFs
- Distinguishing between a ‘fad’ and a long-term theme
- How advisers can implement them in portfolios
- Avoiding FOMO with ETF launches
AUTHOR
Laura Dew
Recommended for you
In the latest episode of Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s Shane Oliver break down US and Australian rate cuts, soaring gold, and bitcoin’s volatility.
In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what’s really driving consumer spending, and what it all means for the Reserve Bank’s next moves.
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform.
