*This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.
On this episode:
Kanish Chugh, head of distribution at ETF Securities sat down with Owen Raszkiewicz on The Australian Investors Podcast to talk about owning gold, and using ETFs like GOLD, TECH & FANG.
@3:15: The FANG+ ETF – an innovation-focused ETF that launched with almost perfect timing in 2020. Kanish explains why it’s so concentrated (10 stocks) and the types of expression or thematic FANG is trying to capture.
@13:30: The case for gold & ETF Securities’ GOLD ETF – Australia’s largest gold ETF. Owen is a gold skeptic, so he plays the devil’s advocate. Kanish takes a few moments to try and debunk some of the common concerns which investors and traders have with owning gold in a portfolio. Kanish makes a good case, in particular explaining why GOLD has experienced more than $800 million in FUM inflows in a year, and why gold in general has received a lot of attention since 2019.
@29:30: The TECH ETF – an ETF invested in global technology leaders, as defined by Morningstar’s investing research team, which assigns moat/competitive advantage ratings to companies and valuations. Kanish walks us through how and why Morningstar assigns moats, how they’re measured and how the portfolio comes together with valuation. Owen also shares his input and how his team assess competitive advantage.
Best ETFs research:
- Take Owen’s investing free valuation course!
- Click here for - Owen's free cloud stocks investment report
- Click here for - Owen's investment research (Rask Invest)
- Contact Owen: If you have any feedback or advice to share with Owen, you can reach him by clicking here.
- New to Rask? Create a free Rask Account
- Rask Media: get the latest ASX news and stories
The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.