Big Tech correction, Politician's portfolios revealed & what happened to ESG investing?
Mar 2, 2025
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Recent declines in big tech stocks have investors buzzing, especially with the Magnificent Seven dipping over 10%. The conversation shifts to the investment choices of Australian politicians, revealing intriguing portfolios and possible ethical dilemmas. The podcast also tackles the challenges ESG investing faces in today's market, questioning its viability. Amidst these trends, notable investment opportunities emerge, highlighting a balance between ethical considerations and financial performance in the evolving landscape.
The decline of America's big tech stocks has created opportunities for investors to identify undervalued companies in the sector.
The podcast delves into the evolution of ESG investing, revealing that certain ethical funds can actually outperform traditional investments.
Deep dives
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Investment Trends Among Politicians
The podcast examines the investment patterns of Australian politicians, highlighting Peter Dutton's controversial stock purchases in major banks just before a government bailout during the global financial crisis. This situation raises questions about insider trading, as many speculate about whether he had prior knowledge of the impending actions. The discussion also touches on the broader trend of politicians favoring property investments over stocks, with a significant number declaring multiple homes while fewer hold shares. This dynamic illustrates a deeper debate about the accessibility of investment avenues for everyday Australians compared to their political representatives.
The Evolution of ESG Investing
The podcast revisits the landscape of ESG (Environmental, Social, and Governance) investing, questioning whether investors need to sacrifice returns to align with their values. Although interest in ethical investing has waned in recent years, the discussion highlights how certain ESG funds can actually outperform conventional investments. For instance, the beta shares' ESG-focused ETFs have shown competitive returns compared to traditional funds, contradicting the notion that ethical investment options yield lower returns. This indicates that investors can pursue their values in sustainability without compromising on financial performance.
Since 17 December, America's big tech stocks have been falling. The Magnificent 7 index is down more than 10% in that time, putting it into correction territory.
On today's episode of Equity Mates, we talk about what has happened and which of these tech giants are starting to look cheap.
That's not all we're talking about in another big episode:
What happened to ESG investing?
What stocks are Australian politicians buying?
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