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
Recommended for you
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the Reserve Bank of Australia’s cautious stance in response to persistent inflation, subdued growth prospects, and political shifts affecting the nation’s journey towards net zero emissions.
In this episode of Relative Return, host Laura Dew speaks with Rachel White, head of financial adviser services at Vanguard about how advisers can help Australians to feel confident in retirement.
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina take a look at the Reserve Bank’s unanimous decision to leave rates on hold on Melbourne Cup Day and whether future cuts are still on the cards.
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina break down the spike in inflation numbers and what it means for the possibility of a rate cut as we move into the new year.

