This week on Equity Mates

Hey there Equity Mate,

We’re pumped to announce our second live show for the year, this time in Melbourne!

For the FIRST TIME EVER, join us for a LIVE Pimp My Portfolio segment. We’ll be putting it all on the line, revealing our portfolios live, and putting them under the microscope, with the one and only, Luke Laretive.

We’ll also have one of our trusted advisors joining us, so you can ask all of your money and investing questions - be it related to housing, superannuation, investing strategies or budgeting, we’ll cover it all.

Our Sydney event sold out, so make sure you grab a ticket now!

Guzman y Gomez has filed for an IPO

On Friday, Guzman y Gomez announced they plan to list on the ASX on June 20th, at a $2.2 billion dollar valuation.

We first interviewed co-founder Steven Marks back in 2019, and it was a privilege to get the opportunity again, to sit down with him, and co-CEO Hilton Brett to discuss the IPO, the business today, and what the future holds. Episode live in your podcast player.

Equity Mates Investing (Spotify | Apple | YouTube)
This week we’re doing a series on Superannuation with Vanguard, to try and encourage the 50% of Australian’s who aren’t engaging with their super, to start paying attention.

• Bonus - Guzman y Gomez is going public: We speak to co-CEOs Steven Marks and Hilton Brett

• Monday - Are you wasting 11% of your salary? | Vanguard Super Retirement Series

• Wednesday - Expert: Aidan Geysen - 4 key criteria for choosing the right super fund | Vanguard Super Retirement Series

• Friday - How much super should I have at my age? How to stay on track | Vanguard Super Retirement Series

Get Started Investing (Spotify | Apple | YouTube)

• Tuesday - $100 Challenge: Make money while walking

Your questions, answered

Andrew asked via email:
“What's the best approach to get exposure to emerging markets - ETF vs managed fund (eg FEMX)?”

We put Andrew’s question to Luke Laretive, from Seneca

Book a call with Luke and the team for investment advice

In emerging markets, we use discretionary, active managers at the moment, specifically GQG Emerging Markets and Fidelity Asia in the Seneca Global Equity SMA.

We tend to use active managers in emerging markets because, like most asset classes, there’s a significant opportunity for high-quality active managers to outperform a market capitalisation-weighted index.

If you have a question you’d like answered, hit us up at [email protected] 

A word from Fidelity

Looking to diversify your portfolio with opportunities from around the world? Fidelity are helping investors find a smart way to do it instantly.

 Backed by 50+ years’ investment experience , Fidelity’s new range of active ETFs are now trading. Whether you’re looking to invest in hard-to-research markets like Asia, India or global small to mid-caps or looking for a high quality concentrated Australian strategy, investors can access Fidelity’s expertise in these strategies in one simple trade.

 Visit fidelity.com.au to find out more.

 Issued by FIL Responsible Entity (Australia) Limited, AFSL No. 409340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD available at www.fidelity.com.au.

What we’ve been reading

Google just updated its algorithm. The Internet will never be the same

When we first saw this headlines, we thought: hyperbole. Sure, Google’s algorithm is powerful and drives traffic and eyeballs around the world. Sure, where that traffic goes has the power to make or break digital publishers. But to say ‘the internet will never be the same again’ was a little clickbaity. Especially from the likes of the BBC.

In a nutshell, Google - in their words - is trying to make search more ‘helpful’. As this article explains, helpful for Google means rather than just being a search engine, it is trying to become an ‘answer’ engine.

The problem for digital publishers that thrived in answering internet users questions - many of them are now surplus to requirement. Here’s a look at web traffic for some of the publishers featured in this BBC article:

But, it turns out, to be more complex than that. While there have certainly been losers from Google’s algorithm changes. There have been a few big winners as well. And looking at this chart, it appears big websites are winning at the expense of smaller publishers.

Google is the fundamental engine upon which the modern internet is build. It is the central trunk upon which whole branches hang. And many publishers are learning the perils of going all in on Google Search and SEO for traffic. As fast as you can grow a great digital publishing business, it can just as quickly be taken away.