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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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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India is tipped for extraordinary growth in coming years, reaching GDP of $US9 trillion by 2030[1] and overtaking the US as the second largest economy in the world by 2050[2]. Even today, the value of the National Stock Exchange of India (NSE) exceeds the Australian market. The 50 largest blue-chip Indian companies as ranked by the NSE Nifty50 Index are valued at $A1825bn[3], representing approximately 60% of the market capitalisation of India. While Australian investors may be unfamiliar with India’s largest companies, many of these are not only dominant globally but supporting future growth in India. Kanish Chugh, Head of Distribution for ETF Securities, spoke to Kinjal Desai, Overseas Fund Manager – Equities for Nippon Life India Asset Management about five of the largest listings in the NSE Nifty50 Index and how they are driving India’s rise. The ETFS Reliance India Nifty 50 ETF (ASX code: NDIA) tracks the NSE Nifty50 Index, offering Australian investors exposure to the India economy. Servicing India and the world Some of India’s top companies exceed the entire S&P/ASX 200 in market capitalisation and may have a greater role in driving global growth, in addition to the Indian economy, than Australian investors realise. We explore five of these companies below. 1) Reliance Industries (11.1% weight in ETFS Reliance India Nifty 50 ETF as at 21st Dec 2020) ...