The big bets you’re taking in passive investments

The big bets you’re taking in passive investments

March 28, 2026 · 20 min · Season 7 · Episode 13

About this episode

The episode discusses the misconceptions of passive investing in broad market index products and explores the structural bets embedded in popular ETFs in Australia.

The issue with investing in broad market index products is that you are anything but a passive investor. Owning the market does not mean that you own everything equally. When you look closely, many of the most popular ETFs in Australia embed a set of structural bets that can materially shape outcomes over time. Mark and Shani run through these exposures in common passive ETFs, and alternatives for investors that need it. Read the full article here. To get 50% off a 12-month Australian Shareholder's Association membership, click here and enter the code MORNING50. Disclaimer : This offer is valid for new ASA members only and cannot be applied to renewals or existing memberships. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a…

People in this episode

Hosts: Mark, Shani

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Sponsors

Australian Shareholder's Association

Mentioned in this episode

Organizations: Morningstar

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