The ETF Investor

Dec 04 2024 61 ep. 33 mins 50
The ETF Investor Podcast artwork

The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


The ETF Investor - Episode 61 - Bridging the CIS-ETF Divide

Dec 04 2024 65 mins  
When one of the largest active fund managers in South Africa join the ETF industry, people take notice, and others ask questions. What’s behind the Coronation strategy, and what’s inside their range of AMETFs?

The ETF Investor - Episode 60 - Actively Managing a Balanced Fund, a Foundational Investment Solution

Aug 20 2024 48 mins  
Traditional index-tracking ETFs require an index to track. So what if there is no index, like in the case of balanced funds, or multi-asset portfolios? The construct of an actively-managed ETF provides an ideal solution for simple, straightforward, strategic, static asset allocation strategies in a cost-effective, rules-based, transparent investment option, suitable for all invest

The ETF Investor - Episode 59 – Actively Managing Global Property Investments

Aug 13 2024 40 mins  
With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied in global property ETF investments.

The ETF Investor - Episode 58 - Actively Managing Factor and Style Investments

Jul 29 2024 49 mins  
Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto the scene with a multi-factor, style-based, risk-managed, actively-managed domestic equity ETF.

The ETF Investor - Episode 57 - Actively Managing Index-Tracking Funds

Jul 11 2024 34 mins  
For many investors the term ETF is synonymous with index-tracking, or so-called “passive” investments, and the concept of an actively-managed ETF therefore represents a contradiction in terms. But the term “active management” does not necessarily mean lots of activity or significant tracking differences to the reference index, and it offers opportunities to manage index-re

The ETF Investor - Episode 56 - Choosing between different ETFs tracking the same index

Jun 26 2024 46 mins  
FNB recently listed three new offshore ETFs, but the underlyings are very familiar to us – MSCI World, MSCI Emerging Markets and S&P 500. How do you choose between multiple ETF options when they offer the same – or very similar – underlying investment exposure?

The ETF Investor - Episode 55 - How to DIY your ETFs on the HUB

Jun 16 2024 35 mins  
Financial advisors play an important and valuable role in the wealth creation and preservation journey. But can you DIY at least some of it, and if so, where and how? The ETFSA Investor Hub is the perfect combination of digital-when-you-want-it, and human-when-you-need-it.

The ETF Investor - Episode 54 - Is Factor Investing Dead?

Jun 12 2024 57 mins  
Factor- and style-based investment strategies continue to evolve and attract the attention of portfolio managers and analysts alike. But when an ETF Manco proposes the amalgamation of two of their factor-based ETFs into a vanilla, size-based ETF, the inevitable question arises about the future of factor investing.

The ETF Investor - Episode 53 - Bonds Beyond Index-Tracking

Jun 04 2024 52 mins  
There is so much more to investment on the stock exchange than buying shares in local companies, and the strong growth in bond ETFs are testimony to the attraction of a whole new world for investors. Whether you think “bonds are boring”, or “the bond market is the smartest in the world”, this discussion on actively-managed bond ETFs is bound to expand your horizons.

The ETF Investor - Episode 52 - Actively Managing Income

May 28 2024 45 mins  
As central banks continue with the interest rate mantra of “higher-for-longer”, the uncertainty of the timing and speed of expected rate cuts present specific challenges for investors looking for stable and inflation-beating income. An active strategy through this period of volatility and uncertainty can offer specific benefits, but do you understand the additional risks this