Australian Investors Podcast ETF bubble explained, past & present of ETFs & are gold ETFs distorting the market? Ft David Tuckwell
On this episode of the Australian Investors Podcast, we are joined by David Tuckwell, Investment Strategist at Global X ETFs. David shares his wealth of knowledge, including what we can expect the market to look like.
Global X ETFs celebrated 20 years of their GOLD ETF and David shares his insights on investing in commodities, the role gold can have in a portfolio, and using gold during various parts of the economic cycle.
On this episode:
ETF journey
- The journey ETFs, as an industry, have been on in Australia? How big can they get?
ETF Bubble
- There’s a lot of talk about ETFs being in a bubble. Are there any potential risks that could arise out of the ETF market?
Investing in commodities
- The difference between synthetic and physical ETFs
- What does it mean when contracts are being used instead of physical holdings? How do providers get exposure? What are the key considerations investors need to make when analysing a synthetic ETF
GOLD
- Global X has just celebrated its 20th anniversary for the GOLD ETF
- Opportunity within gold as an asset class
- Benefits of holding gold during rising interest rates, inflation
- How would we expect gold prices to fair now, versus say over the past 10 years when rates were falling and the economy was “stable” (or in a bull market)?
- Are gold ETFs impacting the underlying price of gold?
Resources
- Global X website
- Rask Events Roadshow: https://www.rask.com.au/road
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J.P. Morgan Asset Management
The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.
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