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2024 ASX opportunities, investing alongside wealthy families, smart beta | 10 Jan 2024

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Manage episode 394496346 series 2944279
Content provided by Firstlinks and Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Firstlinks and Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Season 2, Episode 15
In this week's Wealth of Experience podcast, we have Peter Warnes on ASX opportunities for 2024, East 72's Andrew Brown on why he likes owners with 'skin in the game', including English soccer giant, Manchester United, and VanEck's Jamie Hannah explains the increasing popularity of smart beta ETFs and funds.

  continue reading

Chapters

1. 2024 ASX opportunities, investing alongside wealthy families, smart beta | 10 Jan 2024 (00:00:00)

2. Peter Warnes (00:01:58)

3. Peter Warnes - where's there's value on the ASX (00:02:27)

4. Peter Warnes - bank outlook (00:04:43)

5. Peter Warnes - CSL and ResMed (00:06:31)

6. Peter Warnes - mining stock outlook (00:09:03)

7. Peter Warnes - consumer stocks (00:13:16)

8. Andrew Brown - career outline (00:15:36)

9. Andrew Brown - Dynasty Trust (00:17:06)

10. Andrew Brown - research on investing alongside owners with large shareholdings (00:18:29)

11. Andrew Brown - risks to these companies (00:20:15)

12. Andrew Brown - investing with one of the world's best businessmen (00:21:37)

13. Andrew Brown - ASX-listed Catapult (00:27:18)

14. Andrew Brown - why he likes Manchester United (00:30:31)

15. Andrew Brown - limited Asian exposure (00:35:36)

16. Jamie Hannah - what is smart beta (00:39:27)

17. Jamie Hannah - history of smart beta (00:40:48)

18. Jamie Hannah - increasing prevalence of smart beta (00:45:28)

19. Jamie Hannah - smart beta advantages (00:46:13)

20. Jamie Hannah - the risks (00:47:15)

21. Jamie Hannah - smart beta in a portfolio (00:48:41)

22. Jamie Hannah - an active manager minus emotions (00:51:14)

23. Jamie Hannah - future trends (00:53:02)

24. Jamie Hannah - VanEck's offerings in the space (00:55:37)

23 episodes

Artwork
iconShare
 
Manage episode 394496346 series 2944279
Content provided by Firstlinks and Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Firstlinks and Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Season 2, Episode 15
In this week's Wealth of Experience podcast, we have Peter Warnes on ASX opportunities for 2024, East 72's Andrew Brown on why he likes owners with 'skin in the game', including English soccer giant, Manchester United, and VanEck's Jamie Hannah explains the increasing popularity of smart beta ETFs and funds.

  continue reading

Chapters

1. 2024 ASX opportunities, investing alongside wealthy families, smart beta | 10 Jan 2024 (00:00:00)

2. Peter Warnes (00:01:58)

3. Peter Warnes - where's there's value on the ASX (00:02:27)

4. Peter Warnes - bank outlook (00:04:43)

5. Peter Warnes - CSL and ResMed (00:06:31)

6. Peter Warnes - mining stock outlook (00:09:03)

7. Peter Warnes - consumer stocks (00:13:16)

8. Andrew Brown - career outline (00:15:36)

9. Andrew Brown - Dynasty Trust (00:17:06)

10. Andrew Brown - research on investing alongside owners with large shareholdings (00:18:29)

11. Andrew Brown - risks to these companies (00:20:15)

12. Andrew Brown - investing with one of the world's best businessmen (00:21:37)

13. Andrew Brown - ASX-listed Catapult (00:27:18)

14. Andrew Brown - why he likes Manchester United (00:30:31)

15. Andrew Brown - limited Asian exposure (00:35:36)

16. Jamie Hannah - what is smart beta (00:39:27)

17. Jamie Hannah - history of smart beta (00:40:48)

18. Jamie Hannah - increasing prevalence of smart beta (00:45:28)

19. Jamie Hannah - smart beta advantages (00:46:13)

20. Jamie Hannah - the risks (00:47:15)

21. Jamie Hannah - smart beta in a portfolio (00:48:41)

22. Jamie Hannah - an active manager minus emotions (00:51:14)

23. Jamie Hannah - future trends (00:53:02)

24. Jamie Hannah - VanEck's offerings in the space (00:55:37)

23 episodes

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