23 December 2024

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Vale Graham Hand Australian stocks will crush housing over the next decade, one year on Avoiding wealth transfer pitfalls Taxpayers betrayed by Future Fund debacle Australia’s shameful super gap

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'Wealth of Experience' podcast and ASA webinar on ETFs v LICs

Graham Hand, Peter Warnes
21 July 2021
3

Season 1, Episode 3

Peter and I analyse, explain and have some fun talking about financial markets, stocks, products, trends and government policies. Each fortnightly episode covers highlights in both Firstlinks and Your Money Weekly, and in future we will invite guests from the market.

If you would like to be notified as soon as episodes go live, subscribe on Apple Podcasts, Google Podcasts or Spotify. The podcast is also available via our dedicated website page, and BuzzSprout.

Please share with friends and colleagues, and a favourable rating would also help spread the word. Thanks for all your feedback on the first episode. We welcome questions and suggestions at firstlinks@morningstar.com.

Grab a cuppa and settle in for our chat.

Graham Hand
Managing Editor, Firstlinks

Australian Shareholders Association Webinar with Graham Hand

"ETFs are winning the battle against LICs, but is the WAR over?"

Prior to 2017, LICs ruled the listed fund space, but ETFs are now more than double their rivals. Is the first new LIC since 2019, ASX:WAR, a sign of a revival or is the structure doomed? View on Vimeo here.

Podcast

3 Comments

John Fitzsimmons
July 25, 2021

Thanks for another good episode Gentlemen. I note you acknowledged that Asia and Japan at least will be utilising high grade Australian coal for some decades. This is of course (discounting fallacious IPCC et al decarbonisation propaganda) evident from those county's plans for power, just practical commercial sense to most. Unfortunately, this focus onto low cost energy for residential and and industry is not exactly widespread in the Australian renewal energy industry policy agendas or with AEMO, and though I appreciate your reticence to be too gung ho on a public position on this, what about acknowledging Australia's growing needs for 24/7 grid level electrical power (most economically & reliably from coal, until nuclear), particularly if we want to charge up a high penetration EV fleet.

C
July 24, 2021

there is a place for both in portfolios and they both have pros and cons.
LICs have significant taxation advantages over ETFs but often trade away from NAV.
ETFs trade at NAV but are messy at income tax time particularly active ETFs that distribute capital gains.
etc.
it's not all one and none of the other for me.

Jack
July 24, 2021

The interview is a good addition, more of this please.

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