Partner Series

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Join ETF Securities as we partner with Australian and international investment professionals to discuss the latest market and economic issues and what this means for investments. You’ll find the latest videos and articles on this page or subscribe using the purple subscribe button on the top right hand side of the page to receive the weekly updates.

Latest articles

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India may be best known to Australians for its food and cricketers. But the world’s largest country is quickly earning a reputation as a leading investment destination, with one of the best performing share markets in the world. In our discussion, Zach Riaz, Investment Manager for Banyantree Investment Group, goes into bat for India and tells Kanish Chugh why he thinks it is the ultimate emerging market. Prime Minister Modi hits a six India is a country of young people with an exciting future, Mr Riaz explains. And India is set to reap a demographic dividend that in many ways resembles China. This not only includes a strong and vibrant middle class, supported by higher income growth and globalisation. But also greater urbanisation as more people move into the cities. To make matters better still are the policies introduced by Prime Minister Modi. Mr Riaz says: ...
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Finding value in technology Technology investments have seen extraordinary growth over the past decade fuelled by trends such as virtual connectivity and ecommerce. With many technology company valuations at highs, investors may wonder whether this sector still represents opportunity and value in the coming year. Kanish Chugh, Head of Distribution, spoke to Brian Colello, Director of Technology, Equity Research for Morningstar Research Services on the outlook for technology and how Morningstar identifies value in technology companies. Morningstar is the index provider for the ETFS Morningstar Global Technology ETF (ASX Code: TECH). What classifies as a technology company? For many investors, companies like Amazon or Facebook are often front of mind when they consider technology. While these companies have a heavy technology association to their products and services, they are not strictly classified as technology companies. ...
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Investing in the major socioeconomic, environmental, and technological themes of our times is becoming more accessible than ever, but how do investors sift through the fads to find the megatrends? Kanish Chugh, Head of Distribution, spoke to James Whelan, Investment Manager for VFS Group (learn more about James here) on his views of the major trends in 2021 and how to identify them for your portfolio. Thematic investing and megatrends Investing in megatrends is a type of thematic investing. It involves considering long-term macro trends, such as robotics and automation, and using various screens and information sources to identify the companies or assets which support this trend through infrastructure or services. Thematic investing is sometimes confused with sector investing. While it’s easy to see how this can happen, thematic investing is more tailored and can span several sectors or even asset classes. To illustrate this, consider the growth trend for technology. While one way to incorporate this might be simply including a sector investment to information technology, a thematic investment might also consider companies outside of this sector classification that also stand to benefit by providing services associated with technology, such as Amazon or Netflix. ...
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