- 32 minutes 4 secondsCutting through the noise in today's markets
Markets are constantly competing for investors' attention, from AI and interest rates to geopolitical events and market headlines. In this episode, Subash Pillai from Franklin Templeton explores why emotions can influence investment decisions, the behavioural traps investors often face, and how a systematic approach may help investors stay focused on their long-term goals.
Franklin Templeton disclaimer:
Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827) is the Responsible Entity and/or investment manager of the Franklin Global Systematic Equity Fund.
This podcast is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital.
Please read the relevant Product Disclosure Statement (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations requirements we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776.
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7 September 2026, 4:40 pm - 14 minutes 23 seconds25 Years of ETFs: How they changed investing in Australia
ETFs have transformed the way Australians invest. In this special anniversary episode, Tim Bradbury, Head of Intermediary Client Coverage Group, Australia at State Street Investment Management shares insights from the industry's early days, discusses how investors are using ETFs today, and examines the trends shaping the future of portfolio construction and investment access.
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2 August 2026, 6:24 pm - 18 minutes 40 secondsInterest rates are rising again: what it means for your portfolio
Interest rates are back in focus, creating new opportunities for income-seeking investors. In this episode of Ideas Exchange, Betashares’ Head of Fixed Income, Chamath De Silva, discuss why rates may stay higher for longer, the growing appeal of fixed income, and how proposed changes to capital gains tax could impact the investment landscape for Australian investors.
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1 July 2026, 4:57 am - 22 minutes 53 secondsThe participation problem: why more Australians aren’t investing
Why are so many Australians still sitting on the sidelines when it comes to investing? In this episode of Ideas Exchange, Jan-Carl Plagge, Head of Investment Strategy Group,APAC, at Vanguard, unpacks new research into what’s holding people back — from confidence and knowledge gaps to common misconceptions about how much money you actually need to get started. We also explore the role of financial literacy, advice and access in boosting participation, and why these shifts matter for long-term financial outcomes.
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31 May 2026, 7:00 pm - 15 minutes 54 secondsInvesting through volatility: the power of discipline and quality
How do you invest through market volatility?
In this ASX Ideas Exchange episode, Aoris founder and CIO Stephen Arnold explains why staying disciplined when focusing on a small number of high quality global businesses matters during uncertain times. He shares how Aoris selects and holds long‑term winners, and brings the strategy to life with real‑world company examples from the portfolio.
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28 April 2026, 6:15 pm - 19 minutes 26 secondsGlobal Markets in Transition: Risks, Opportunities and Strategy
In this episode of ASX Ideas Exchange, James Rodda, Portfolio Manager and Co-founder of Antipodes shares expert insights on the forces shaping today’s investment landscape within the global small and mid-cap space . From shifting macro conditions to evolving market dynamics, James unpacks how investors can navigate uncertainty, stay disciplined, and position for long-term opportunities in an increasingly complex world.
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1 April 2026, 2:01 am - 23 minutes 19 secondsBuilding better Income: strategies for resilient portfolios
In the latest episode of The Ideas Exchange, Angus Gluskie from Whitefield shares practical insights on building resilient portfolios designed to deliver reliable income through changing market conditions.
Hear how different income strategies work, why portfolio construction matters, and practical considerations for balancing stability, diversification and long-term growth outcomes.
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3 March 2026, 6:10 pm - 13 minutes 59 secondsLICs: market signals and income stability
In the latest episode of Ideas Exchange, Mark Freeman, Chief Executive Officer of the Australian Foundation Investment Company (AFIC) joins us for a wide-ranging discussion on state of the markets, dividends and long term investing. Mark reflects on market activity over the summer break, shares his outlook for the Australian market in the year ahead and explains how AFIC strives to deliver stable and growing dividends through the listed investment company structure. We wrap up with Mark’s thoughts on a few Australian stocks he’s optimistic about as we move into 2026.
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3 February 2026, 6:00 pm - 27 minutes 43 secondsFrom market moves to retirement smarts: insights for the New Year
In the latest episode of Ideas Exchange, host Jacinta King from ASX welcomes back Gemma Dale, Director of SMSF and Investor Behaviour at nabtrade, for a timely conversation recorded at the end of 2025. This episode opens with a look at the current macroeconomic landscape, including the latest inflation figures and what they mean for investors as the new year begins. The discussion then turns to the Australian share market, recent volatility, standout sectors, and what’s driving performance. Finally, the episode explores findings from the Vanguard “How Australia Retires 2025” report, highlighting the confidence gap among Australians planning for retirement and practical steps to improve financial wellbeing. Whether you’re focused on market trends or long-term planning, this episode delivers insights and actionable ideas for investors starting 2026.
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6 January 2026, 1:00 pm - 25 minutes 35 secondsLooking back, thinking ahead: The Ideas Exchange year-end special
For our final episode of the year, we’re taking a moment to reflect on the conversations that shaped the seasons. This special edition brings together the most thought-provoking ideas, themes, and guests that sparked meaningful discussions throughout the year.
From simplifying investing and understanding market performance to exploring global infrastructure and disruptive innovation, we revisit the insights that stood out.
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2 December 2025, 1:00 pm - 19 minutes 56 secondsAlpha beyond the Magnificent Seven
In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses how they assess free cashflow and capital allocation to uncover the underlying potential of a company. He also highlights the importance of diversification and risk analysis and shares global stock opportunities outside the US.
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