As COVID restrictions wane and travel moves from a distant dream to reality, the local bourse is bringing together some of the best in the investment biz for this year’s ASX Investor Day.
This catered, full-day event is designed to provide all kinds of investors — from those just starting out to seasoned pros — with practical tools and knowledge to help improve their investment strategy and build investing confidence.
Here’s a sneak preview of what you can expect:
If you’re interested in coming along this year, here’s where to attend:
- Brisbane, on Saturday, May 14, at the Sofitel Brisbane Central;
- Melbourne, on Saturday, May 21, at the Grand Hyatt Melbourne; and
- Sydney, on Saturday, May 28, at the Hilton Sydney.
The ASX Investor Day kicks off at 9:20 am and closes at 4:50 pm. Here’s a rundown of the panels and sessions you can expect to see:
Plenary sessions — AM
Headwinds and tailwinds driving the economy this year
9:30 am
ASX says: “What a year! COVID restrictions are easing, interest rate rises are looming, national elections are taking place and geopolital tensions continue to drive uncertainty.
“In this session, we will discuss how these factors and more may play out in markets and what they mean for investors going forward.”
Panel: Top investment insights from around the world
10:00 am
ASX says: “In the session, we will hear how these experts in global and Australian equities build an investment thesis.
“They will share their top stock or asset class pick for the next 12 months and offer insights on where they see opportunities and risks in the year ahead.”
Breakout sessions — Green Room
How does your portfolio compare to other investors?
11:30 am
ASX says: “Ever wondered what other investors are buying and selling? In this session, nabtrade will take a look at the top stocks investors are buying and the key asset classes they are holding in their portfolio.”
What's in store for the future of global property?
12:05 pm
ASX says: “Would you consider owning a piece of global property? This session will explore where one fund manager is finding opportunities in property around the world.”
The key megatrends driving global markets
1:40 pm
ASX says: “This session will explore key megatrends driving markets from around the world, the sectors being impacted and where future outperformers are likely to be found.”
Finding the hidden investment gems amid the fog of COVID, stimulus, inflation and war
2:15 pm
ASX says: “As we inch towards the end of the COVID pandemic the economic horizon has been transformed. Lockdowns and stimulus have upended the way we live and work as well as disrupted global supply chains and ushered in a surge of inflation.
“Added to rising geopolitical risk we think the investment landscape has altered dramatically and requires a new mindset. Perpetual will look at the contrarian investment opportunities likely to prosper in the changing environment ahead.”
Breakout sessions — Gold Room
The psychology of buying and selling a stock
11:30 am
ASX says: “Investors can be irrational or blinded by their own emotions. Because these emotions are subconscious, most investors don’t have a sense of how their feelings shape their choices — even when their portfolio is taking a bath.
“This session will help you understand some of these emotions and implement strategies to ensure you aren’t biased by your subconscious self when investing.”
Panel: Investing for income in a low rate environment
12:05 pm
ASX says: “Fixed income is the cornerstone of any diversified portfolio, however low interest with impending interest rate rises have made it difficult to invest in this asset class.
“In this session, two managers will discuss where they see opportunities to generate income from fixed income and debt markets and key considerations for investors in the current interest rate environment.”
From little things big things grow
1:40 pm
ASX says: “Small cap stocks can present exciting opportunities for investors if the company is able to execute on its business plan. On the other hand, they may present a higher degree of risk than some investors are willing to accept.
“In this session, we'll hear how this broker approaches small cap investing and the companies they believe present exciting investment opportunities.”
What can we learn from the rise of female and younger investors?
2:15 pm
ASX says: “In this session, our expert will explore the recent shift in investor profiles, covering the growth of younger investors to the rise of female investors. She will highlight the latest investing trends, including the rise of ethical investing and how investors are building diversified investment portfolios using ETFs.”
Plenary sessions — PM
Panel: How to invest in emerging trends
3:20 pm
ASX says: “Our expert panellists will explore top emerging trends to watch in the years ahead.
“Whether it is blockchain, cloud computing, clean energy or healthcare, discover the latest developments that will impact the way we live and work in the future, and how you can invest in these opportunities.”
Panel: Top investment insights from around the world
4:05 pm
ASX says: “How do you determine when to buy, hold or sell a stock? There isn’t always a single ‘right’ answer. This presentation is your chance to listen to our expert explain how they approach stock selection by highlighting their top shares to buy, hold or sell.”