Partner Series

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

Blue chip shares – everyone wants to own them. But what are they? And do the world’s largest technology companies – Facebook, Amazon, Apple, Netflix and Google (the “FAANGs”) – count as blue chip? In this discussion, I spoke with Owen Raszkiewicz, founder of Rask, about what a blue chip company is, and whether the “FAANGs”—Facebook, Amazon, Apple, Netflix, Google—qualify. For Owen, blue chip companies have four attributes: maturity, brand strength, wide moats and dividends. This means that for him, FAANGs do not qualify as blue chips. This is because they are still growing very quickly and are, therefore, not mature. Additionally, many of them do not pay dividends. He adds, however, that what counts as blue chip is subjective. While not necessarily blue chips, Owen believes that the FAANGs may be “unstoppable” nonetheless, given their near-total control of global communication. The FAANG’s dominance today bears a resemblance to big oil 100 years ago—where market power begat greater profits for oil companies, which begat greater market power still. But with great market power comes the possibility of regulation, which has been a lurking threat for the FAANGs. Absent regulation, the only question left is valuations and what investors should be willing to pay for the FAANGs. For my part, I agree that the FAANGs seem unstoppable. For the same reason, I wonder whether the FAANGs can be valued the same way as more traditional blue chips. Even at $2 trillion market capitalization, Apple is growing very quickly making it different to local blue chips like Woolworths and Westpac. Potentially justifying a different PE ratio, among other things. ...
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: ...
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. ...
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. ...

Latest videos

Are FAANG stocks blue chip companies?

Three reasons to invest in India

ETF Securities Partner Series: How Morningstar values the US tech sector today

ETF Securities Partner Series: How to Identify a Winning Megatrend

ETF Securities Partner Series: Investment Ideas for 2021

ETF Securities Partner Series: How will the U.S. election impact Australian investors

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