Interviews with Experts - Episode 6 - The Fixed Income Specialist

The ETFtracker Show

In this week's episode we chat with Matthew Holberton who manages listed products for Fidante including the ActiveX brand of ETFs (XARO and XKAP) which are active fixed income ETFs and XARO is the largest in this category for Australia. We learn more about these ETFs and the other boutique partnerships that Fidante provides. Matt's been exposed to finance from a young age and offers a unique perspective on ETF and the financial markets.

If you've ever wanted to learn more about fixed income ETFs and what's inside them, this is the episode for you.

Fun Fact - Did you know that the bond market is far larger than the equity markets?

Chapters

• 0:00 - Intro
• 1:08 - How Matt got started in the financial markets and Fidante
• 7:32 - More about Fixed Income ETFs and how to use them in a portfolio
• 13:34 - Matts thoughts on active vs passive ETFs
• 16:34 - How to assess an ETF and what to look out for
• 25:54 - Thoughts on ETF growth
• 30:50 - How to follow Fidante/ActiveX and Matt

Extras

• 2:28 - Growing up being surrounded by finance
• 6:55 - Talking inflows for XARO
• 19:14 - What to look for in an active ETF

Links

• Follow Matt on LinkedIn here: https://www.linkedin.com/in/mattholberton/
• Learn more about Fidante - https://www.fidante.com/
• Learn more about Ardea: https://www.ardea.com.au/
• Learn more about Kapstream: https://kapstream.com/
• Learn more about ActiveX - https://etfs.fidanteactivex.com.au/xkap/kapstream/
• Bonds vs Equities - https://www.investopedia.com/ask/answers/09/difference-between-bond-stock-market.asp
• Duration - https://www.investopedia.com/terms/d/duration.asp
• Core/Satellite Strategy - https://www.investopedia.com/articles/financial-theory/08/core-satellite-investing.asp

Stay tuned until next week for more interviews with experts and listen out on Fridays for our weekly wrap up of ETF news.

If you prefer to watch this epsiode, you can check it out our YouTube page (https://www.youtube.com/watch?v=_Rtg5I9rcEE&list=PLjC6E9VHX9HhdFrl3LKNCIlm8BL8WKqs2&index=2&ab_channel=ETFtracker)

Also see my Linktree for more info on ETFtracker: https://linktr.ee/etftracker

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Disclaimer: This promotional video is for information purposes only. You should not rely on this as the basis to make an investment decision. This information does not take into account your investment objectives, particular needs or financial situation. While every effort has been made to ensure the information is accurate; its accuracy, reliability or completeness is not guaranteed. Past performance is not a reliable indicator of future performance.