Australian Investors Podcast Is stock picking dead? Why ETFs are winning in 2025
Jun 6, 2025
Australia's ETF market is booming, with growth to $300B in funds under management. The hosts dissect significant drops in tech favorites like Tesla and NVIDIA while sharing lessons on portfolio rebalancing. They delve into the ongoing debate of stock picking versus ETFs, highlighting the influence of AI on investment decisions. Additionally, insights on the merger between Solpatz and Brickworks reveal potential market shifts, while the conversation also emphasizes the importance of addressing the gender gap in investing.
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Episode notes
Solpats-Brickworks Merger Story
- Solpats and Brickworks, intertwined for decades, are finally merging.
- This creates a larger entity with combined property and operational business strengths.
Stock Picking's Real Status
- Stock picking is dead for large cap fund managers trying to beat broad indexes.
- For individual investors, stock picking is difficult but not impossible with the right approach.
Blend ETFs with Select Stocks
- If investing directly, keep a small number of quality stocks alongside a core ETF portfolio.
- Avoid stock trading as an easy way to lose; focus on thoughtful investment instead.
