Australian Investors Podcast 6 ETFs for the ultra-long-term
6 snips
Sep 25, 2026 James Phelan, Co-head of advice at Rask Advice, joins a long-term ETF challenge spanning 2026, 2036 and 2046. They explore copper miners, Chinese technology, cybersecurity, AI, robotics and quality-factor funds. The conversation also covers Australia’s ageing population, falling birth rates, housing affordability, tax structures, investment platforms and superannuation.
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Keep Thematic ETFs As Satellite Holdings
- Treat thematic ETF ideas as speculative portfolio satellites rather than replacements for diversified core holdings.
- Before investing, research the fund and read its PDS and TMD because short-term market outcomes are highly uncertain.
Copper Demand Could Outrun New Supply
- James Phelan selected WIRE for 2026 because copper demand is rising through AI infrastructure, grid expansion, energy transition and electric vehicles.
- The investment case depends on a structural supply shortage, although much of the recent price surge may already be reflected.
China’s Tech Champions Offer A Contrarian Bet
- DRGN offers concentrated exposure to Chinese technology and national champions, potentially at cheaper valuations than comparable US mega-cap technology.
- Its upside depends on China supporting strategically important companies while geopolitical and market risks remain substantial.
