60 acast.com Basis Points https://shows.acast.com/basis-points en Equity Mates Media 2025 Financial Advice,Investing,Finance,Money,Wealth Equity Mates Media Small improvements, compounded. Small improvements, compounded. That is the power of basis points.


From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

]]> Small improvements, compounded. That is the power of basis points.


From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

]]> false Equity Mates Media info+67bbf55519249d0c1a4bb224@mg-eu.acast.com 67bbf55519249d0c1a4bb224 basis-points episodic https://assets.pippa.io/shows/67bbf55519249d0c1a4bb224/1773125914423-3bb69816-d830-4ee3-bfb4-98891fc28829.jpeg https://shows.acast.com/basis-points Basis Points <![CDATA[The woman deploying $15bn into Australia’s future: Quantum computing, space & defence]]> Tue, 31 Mar 2026 18:01:00 GMT 26:48 69cb585e92d007a765435fb1 false https://shows.acast.com/basis-points/episodes/mary-manning 69cb585e92d007a765435fb1 67bbf55519249d0c1a4bb224 mary-manning full 2 What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that.


Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure.


In this episode:

00:00 Introduction & Career Journey

02:11 NRF Purpose Explained 04:39 Investment Process Breakdown

07:42 Strategy & Deal Flexibility

10:21 Priority Sectors RED TRAM

14:01 Defense & Growth Themes

16:49 VC Strategy & Collaboration

19:29 Listed Market Opportunities

23:59 Long-Term Vision & Accountability


📈 Stocks and ETFs Mentioned:

Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private)


This episode was recorded on the 17th March 2026.


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

Complete the quiz here to claim your points.


0.5 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)


———


Want more Basis Points?


———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that.


Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure.


In this episode:

00:00 Introduction & Career Journey

02:11 NRF Purpose Explained 04:39 Investment Process Breakdown

07:42 Strategy & Deal Flexibility

10:21 Priority Sectors RED TRAM

14:01 Defense & Growth Themes

16:49 VC Strategy & Collaboration

19:29 Listed Market Opportunities

23:59 Long-Term Vision & Accountability


📈 Stocks and ETFs Mentioned:

Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private)


This episode was recorded on the 17th March 2026.


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

Complete the quiz here to claim your points.


0.5 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)


———


Want more Basis Points?


———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Why inheriting a fortune can tear a family apart - and how to stop it Why inheriting a fortune can tear a family apart - and how to stop it Tue, 24 Mar 2026 18:01:00 GMT 27:21 69c1e02a1861d127d5e1e85e false https://shows.acast.com/basis-points/episodes/bp-march-paul-burgon 69c1e02a1861d127d5e1e85e 67bbf55519249d0c1a4bb224 bp-march-paul-burgon full 2 In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List.


Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for.


In this episode:

00:00 Introduction

01:05 Paul’s Career Journey

03:38 Growing to $3B AUM

06:40 Trust and Succession Model

08:23 Deep Client Relationships

09:38 Scaling Without Sacrificing Quality

12:23 Engaging Next Generation Clients

15:09 Real Client Challenges Today

17:20 Sudden Wealth Case Study

18:41 AI’s Impact on Advice

23:18 Oil Prices and Markets


📈 Stocks and ETFs Mentioned:

Goldman Sachs Group, Inc. (NYSE: GS)

National Australia Bank Limited (ASX: NAB)

Investec Group (JSE: INP)


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

0.50 Total Hours


Knowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour)


Complete the quiz here to claim your points.


———


Want more Basis Points?


———-


Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List.


Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for.


In this episode:

00:00 Introduction

01:05 Paul’s Career Journey

03:38 Growing to $3B AUM

06:40 Trust and Succession Model

08:23 Deep Client Relationships

09:38 Scaling Without Sacrificing Quality

12:23 Engaging Next Generation Clients

15:09 Real Client Challenges Today

17:20 Sudden Wealth Case Study

18:41 AI’s Impact on Advice

23:18 Oil Prices and Markets


📈 Stocks and ETFs Mentioned:

Goldman Sachs Group, Inc. (NYSE: GS)

National Australia Bank Limited (ASX: NAB)

Investec Group (JSE: INP)


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

0.50 Total Hours


Knowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour)


Complete the quiz here to claim your points.


———


Want more Basis Points?


———-


Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Why institutions are quietly buying Bitcoin Why institutions are quietly buying Bitcoin Tue, 17 Mar 2026 18:01:00 GMT 33:11 69b796b47ebe44dc8bf187d4 false https://shows.acast.com/basis-points/episodes/why-institutions-are-quietly-buying-bitcoin-justin-lin 69b796b47ebe44dc8bf187d4 67bbf55519249d0c1a4bb224 why-institutions-are-quietly-buying-bitcoin-justin-lin full 2 For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world.


But something has quietly shifted in the last two years.


That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven origins to become an increasingly institutionalised asset class.


While our host, Ally Selby, has long been a sceptic, somehow, Lin convinced her that cryptocurrencies should no longer be seen as the playground for scammers and fraudsters, but a regulated ecosystem with assets worthy of a place in strategic portfolios. Learn why in this episode.


Chapters:

00:00 Introduction 01:16 Crypto Goes Institutional 03:02 ETFs and Adoption Drivers 05:06 Market Maturity and Volatility 07:06 Halving Cycle and Volatility 10:06 Bitcoin Value Debate 13:20 Australia vs Global Trends 15:44 Regulation and Market Impact 17:14 Bitcoin vs Ethereum Roles 19:46 What Drives Crypto Prices 23:06 Catalysts and Future Outlook 27:35 Allocation and Final Takeaways


📈 Stocks and ETFs Mentioned:

Apple Inc. [NASDAQ: AAPL]

Global X 21Shares Bitcoin ETF [CBOE: EBTC]

Global X 21Shares Ethereum ETF [CBOE: EETH]


Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global X 21 Shares Bitcoin ETF (CBOE: EBTC) , head here or the Global X 21 Shares Ethereum ETF (CBOE: EETH), head here. 


This episode was recorded on the 3rd of March 2026.

———

CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

Complete the quiz here to claim your points.

0.5 Total Hours Knowledge Requirements: Generic Knowledge (0.50 hour) Legislated CPD Area: General (0.50 hour)

———

Want more Basis Points?

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Hosted on Acast. See acast.com/privacy for more information.

]]> For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world.


But something has quietly shifted in the last two years.


That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven origins to become an increasingly institutionalised asset class.


While our host, Ally Selby, has long been a sceptic, somehow, Lin convinced her that cryptocurrencies should no longer be seen as the playground for scammers and fraudsters, but a regulated ecosystem with assets worthy of a place in strategic portfolios. Learn why in this episode.


Chapters:

00:00 Introduction 01:16 Crypto Goes Institutional 03:02 ETFs and Adoption Drivers 05:06 Market Maturity and Volatility 07:06 Halving Cycle and Volatility 10:06 Bitcoin Value Debate 13:20 Australia vs Global Trends 15:44 Regulation and Market Impact 17:14 Bitcoin vs Ethereum Roles 19:46 What Drives Crypto Prices 23:06 Catalysts and Future Outlook 27:35 Allocation and Final Takeaways


📈 Stocks and ETFs Mentioned:

Apple Inc. [NASDAQ: AAPL]

Global X 21Shares Bitcoin ETF [CBOE: EBTC]

Global X 21Shares Ethereum ETF [CBOE: EETH]


Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global X 21 Shares Bitcoin ETF (CBOE: EBTC) , head here or the Global X 21 Shares Ethereum ETF (CBOE: EETH), head here. 


This episode was recorded on the 3rd of March 2026.

———

CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

Complete the quiz here to claim your points.

0.5 Total Hours Knowledge Requirements: Generic Knowledge (0.50 hour) Legislated CPD Area: General (0.50 hour)

———

Want more Basis Points?

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Hosted on Acast. See acast.com/privacy for more information.

]]> Kerr Neilson on oil shocks and why gold will hit $8,000 Kerr Neilson on oil shocks and why gold will hit $8,000 Tue, 10 Mar 2026 18:01:00 GMT 29:57 69af6af4765824af4750f90a false https://shows.acast.com/basis-points/episodes/kerr-neilson-oil-supply-is-the-biggest-risk-to-markets-in-20 69af6af4765824af4750f90a 67bbf55519249d0c1a4bb224 kerr-neilson-oil-supply-is-the-biggest-risk-to-markets-in-20 full 2 Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings.


He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets.


Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world.


His message is clear. The biggest opportunities often lie where capital has been scarce.


In this episode:

00:00 Why Contrarian Investing Still Works

03:00 Where ETF Crowding Creates Opportunity

06:00 How Oil Shocks Could Reshape Portfolios

08:42 Balancing Gold, Cash And Real Assets

11:20 What Samsung And Platinum Signal

16:10 Where Advisers May Find Mispriced Value



📈 Stocks and ETFs Mentioned:

Samsung (KRX: 005930)

Impala (JSE: IMP)

Petrobras (NYSE: PBR)

Sky Metals (ASX: SKY)

Valterra Platinum (JSE: VTR)


🎟️ Join us at the Basis Points Boat Party, get your tickets here.


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

0.50 Total Hours


Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour)


Complete the quiz here to claim your points


———


Want more Basis Points?


———-

Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings.


He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets.


Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world.


His message is clear. The biggest opportunities often lie where capital has been scarce.


In this episode:

00:00 Why Contrarian Investing Still Works

03:00 Where ETF Crowding Creates Opportunity

06:00 How Oil Shocks Could Reshape Portfolios

08:42 Balancing Gold, Cash And Real Assets

11:20 What Samsung And Platinum Signal

16:10 Where Advisers May Find Mispriced Value



📈 Stocks and ETFs Mentioned:

Samsung (KRX: 005930)

Impala (JSE: IMP)

Petrobras (NYSE: PBR)

Sky Metals (ASX: SKY)

Valterra Platinum (JSE: VTR)


🎟️ Join us at the Basis Points Boat Party, get your tickets here.


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).

0.50 Total Hours


Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour)


Complete the quiz here to claim your points


———


Want more Basis Points?


———-

Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Big Things Ahead: Ally Selby joins Basis Points Big Things Ahead: Ally Selby joins Basis Points Tue, 03 Mar 2026 18:01:00 GMT 7:40 69a67e3a5fd4bb611aa0c809 false https://shows.acast.com/basis-points/episodes/big-things-ahead-ally-selby-joins-basis-points 69a67e3a5fd4bb611aa0c809 67bbf55519249d0c1a4bb224 big-things-ahead-ally-selby-joins-basis-points full 2 We have an exciting announcement- meet the new host of Basis Points; Ally Selby.


It’s been one year of Basis Points, and what a year it’s been! We reflect on some of the highlights so far and usher in a new (and we think improved) era of the show.


A new host, even bigger guests, weekly episodes and live events to look forward to.


Links Mentioned:

🎧 Listen to the Magunthan Siva episode here

🎟️ Join us at the Basis Points Boat Party, get your tickets here.

📥 Got a suggestion or a question for the show? Get in touch with Ally on Linkedin here or use the contact form on our website


———


Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube


———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> We have an exciting announcement- meet the new host of Basis Points; Ally Selby.


It’s been one year of Basis Points, and what a year it’s been! We reflect on some of the highlights so far and usher in a new (and we think improved) era of the show.


A new host, even bigger guests, weekly episodes and live events to look forward to.


Links Mentioned:

🎧 Listen to the Magunthan Siva episode here

🎟️ Join us at the Basis Points Boat Party, get your tickets here.

📥 Got a suggestion or a question for the show? Get in touch with Ally on Linkedin here or use the contact form on our website


———


Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube


———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Christopher Joye sees the world differently: Bitcoin, Interest Rates, Green Bonds & AI Debt]]> Tue, 24 Feb 2026 18:01:00 GMT 37:49 699cfe86e3f0d89ce2ef0660 false https://shows.acast.com/basis-points/episodes/christopher-joye-sees-the-world-differently 699cfe86e3f0d89ce2ef0660 67bbf55519249d0c1a4bb224 christopher-joye-sees-the-world-differently full 1

Crypto. Rates. AI debt. Green bonds.


In this episode, Chris Joye, CIO of Coolabah Capital, lays out a macro view that cuts against consensus.


He calls Bitcoin “pure Ponzi”, makes the case for re dollarisation not de dollarisation, and warns AI driven CapEx could be understated as hyperscalers ramp up debt issuance.


We also unpack Coolabah’s active bond trading model and the Global Carbon Leaders Fund, which targets green bond mispricings with floating rate exposure and enhanced yield.


In this episode:


00:00 Bitcoin, Bonds & Big Claims

03:01 Bitcoin Sell-Off Breakdown

07:44 Re-Dollarization Over De-Dollarization

11:44 Fed Pivot and 5% Yields

14:45 AI CapEx Debt Supercycle

18:04 RBA Rate Hike Warning

22:44 Capital Gains & Tax Reform

24:05 Inside Coolabah’s Trading Edge

26:53 Global Carbon Leaders Explained

30:24 Monetising New Issue Concessions

32:10 ESG Stigma vs Performance

34:00 Portfolio Fit for Advisers


📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Global Carbon Leaders Fund (CBOE: CBNX), META (NASDAQ: META), Microsoft (NASDAQ: MSFT)


🎟️ Join us at the Basis Points Boat Party, get your tickets here.


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA):

0.50 Total Hours

Knowledge Requirements: Economic Environment (0.25 hour), Managed Investments (0.25 hour) | Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 hour)

Complete the quiz here to claim your points.


———


Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global Carbon Leaders fund (CBOE: CBNX), head here


———


Want more Basis Points?


———-

Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]>

Crypto. Rates. AI debt. Green bonds.


In this episode, Chris Joye, CIO of Coolabah Capital, lays out a macro view that cuts against consensus.


He calls Bitcoin “pure Ponzi”, makes the case for re dollarisation not de dollarisation, and warns AI driven CapEx could be understated as hyperscalers ramp up debt issuance.


We also unpack Coolabah’s active bond trading model and the Global Carbon Leaders Fund, which targets green bond mispricings with floating rate exposure and enhanced yield.


In this episode:


00:00 Bitcoin, Bonds & Big Claims

03:01 Bitcoin Sell-Off Breakdown

07:44 Re-Dollarization Over De-Dollarization

11:44 Fed Pivot and 5% Yields

14:45 AI CapEx Debt Supercycle

18:04 RBA Rate Hike Warning

22:44 Capital Gains & Tax Reform

24:05 Inside Coolabah’s Trading Edge

26:53 Global Carbon Leaders Explained

30:24 Monetising New Issue Concessions

32:10 ESG Stigma vs Performance

34:00 Portfolio Fit for Advisers


📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Global Carbon Leaders Fund (CBOE: CBNX), META (NASDAQ: META), Microsoft (NASDAQ: MSFT)


🎟️ Join us at the Basis Points Boat Party, get your tickets here.


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA):

0.50 Total Hours

Knowledge Requirements: Economic Environment (0.25 hour), Managed Investments (0.25 hour) | Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 hour)

Complete the quiz here to claim your points.


———


Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global Carbon Leaders fund (CBOE: CBNX), head here


———


Want more Basis Points?


———-

Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> What a commodity supercycle would mean for Australia - Greg Cassidy | Milford What a commodity supercycle would mean for Australia - Greg Cassidy | Milford Tue, 17 Feb 2026 18:01:00 GMT 37:02 699458a8989966fe08ec1f96 false https://shows.acast.com/basis-points/episodes/what-a-commodity-supercycle-would-mean-for-australia 699458a8989966fe08ec1f96 67bbf55519249d0c1a4bb224 what-a-commodity-supercycle-would-mean-for-australia full 1 Commodity markets are back in focus.


Gold has more than doubled in recent years. Lithium has flipped from surplus to deficit and iron ore continues to quietly underpin the Australian economy.


So, is this the start of something bigger, like a commodity super-cycle?


In this episode, we’re joined by Greg Cassidy, Senior Analyst at Milford, to unpack the forces driving the global resource rally and what it means for adviser portfolios.


We cover:

  • The three macro forces behind the surge: deglobalisation, decarbonisation and AI.
  • The outlook for LNG.
  • Why iron ore still matters most for Australia’s budget and equity index.
  • Greg’s key takeaway for advisers: why “you should own resources” and how to think about active vs passive exposure in a volatile sector.


Chapters:

00:00:00 Introduction

00:04:10 Three Drivers Of The Rally

00:09:05 Supply Constraints And M&A Activity

00:11:04 Australia In The US China Split

00:14:13 Gold And Real Assets

00:16:18 Commodities To Watch Now

00:18:23 Copper’s Structural Deficit

00:20:10 Lithium Volatility Explained

00:22:32 LNG Supply And Demand

00:25:34 Australia’s Key Export Exposures

00:29:56 Portfolio Positioning For Advisers

00:33:43 Avoiding Resource Investing Mistakes


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.05 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)


———


Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at https://milfordasset.com.au/documents-and-forms/

 

You can read the full disclaimer at https:/milfordasset.com.au


———

Want more Basis Points?


Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube


———


Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.


Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund, Milford Corporate Bond Plus Fund, Milford Australian Active 100 Fund, and Milford Dynamic Small Companies Fund. Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at https://milfordasset.com.au/documents-and-forms/

Hosted on Acast. See acast.com/privacy for more information.

]]> Commodity markets are back in focus.


Gold has more than doubled in recent years. Lithium has flipped from surplus to deficit and iron ore continues to quietly underpin the Australian economy.


So, is this the start of something bigger, like a commodity super-cycle?


In this episode, we’re joined by Greg Cassidy, Senior Analyst at Milford, to unpack the forces driving the global resource rally and what it means for adviser portfolios.


We cover:

  • The three macro forces behind the surge: deglobalisation, decarbonisation and AI.
  • The outlook for LNG.
  • Why iron ore still matters most for Australia’s budget and equity index.
  • Greg’s key takeaway for advisers: why “you should own resources” and how to think about active vs passive exposure in a volatile sector.


Chapters:

00:00:00 Introduction

00:04:10 Three Drivers Of The Rally

00:09:05 Supply Constraints And M&A Activity

00:11:04 Australia In The US China Split

00:14:13 Gold And Real Assets

00:16:18 Commodities To Watch Now

00:18:23 Copper’s Structural Deficit

00:20:10 Lithium Volatility Explained

00:22:32 LNG Supply And Demand

00:25:34 Australia’s Key Export Exposures

00:29:56 Portfolio Positioning For Advisers

00:33:43 Avoiding Resource Investing Mistakes


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.05 Total Hours

Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)


———


Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at https://milfordasset.com.au/documents-and-forms/

 

You can read the full disclaimer at https:/milfordasset.com.au


———

Want more Basis Points?


Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube


———


Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.


Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund, Milford Corporate Bond Plus Fund, Milford Australian Active 100 Fund, and Milford Dynamic Small Companies Fund. Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at https://milfordasset.com.au/documents-and-forms/

Hosted on Acast. See acast.com/privacy for more information.

]]> Why the US underperformed in 2025 - and why it will happen again - Cameron Gleeson Why the US underperformed in 2025 - and why it will happen again - Cameron Gleeson Tue, 10 Feb 2026 18:01:00 GMT 38:06 698ac30c9dbbc054def91bf3 false https://shows.acast.com/basis-points/episodes/why-the-us-underperformed-in-2025-cam-gleeson 698ac30c9dbbc054def91bf3 67bbf55519249d0c1a4bb224 why-the-us-underperformed-in-2025-cam-gleeson full 1 2025 saw global markets outside the US outperform and Betashares’ Cameron Gleeson believes that trend is far from over.


We sat down with Cam, Senior Investment Strategist at Betashares, to unpack the macro and market forces that could see Europe, Japan, and emerging markets lead the charge in 2026.


You’ll learn:

  • Why the US may lag despite strong earnings growth
  • Europe’s policy pivot and Japan’s inflation comeback
  • The emerging markets getting Cameron most excited
  • Currency hedging strategies and portfolio positioning for 2026


Chapters:

00:00:00 The Case For Looking Beyond The US

00:04:07 Why 2025 Rewarded Ex US Positioning

00:08:24 When Currency Moves Drive Real Returns

00:10:48 The Macro Setup Heading Into 2026

00:16:20 Japan’s Turn From Laggard To Leader

00:22:01 Where Emerging Markets Still Make Sense


🔍 Links Mentioned: Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


📈 Stocks & ETFs Mentioned: Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Betashares Japan Currency Hedged ETF (ASX: HJPN), BHP Group (ASX: BHP), Microsoft (NASDAQ: MSFT)


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.05 Total Hours

ASIC Knowledge Requirements: Securities (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)


———


Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube


———


Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> 2025 saw global markets outside the US outperform and Betashares’ Cameron Gleeson believes that trend is far from over.


We sat down with Cam, Senior Investment Strategist at Betashares, to unpack the macro and market forces that could see Europe, Japan, and emerging markets lead the charge in 2026.


You’ll learn:

  • Why the US may lag despite strong earnings growth
  • Europe’s policy pivot and Japan’s inflation comeback
  • The emerging markets getting Cameron most excited
  • Currency hedging strategies and portfolio positioning for 2026


Chapters:

00:00:00 The Case For Looking Beyond The US

00:04:07 Why 2025 Rewarded Ex US Positioning

00:08:24 When Currency Moves Drive Real Returns

00:10:48 The Macro Setup Heading Into 2026

00:16:20 Japan’s Turn From Laggard To Leader

00:22:01 Where Emerging Markets Still Make Sense


🔍 Links Mentioned: Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


📈 Stocks & ETFs Mentioned: Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Betashares Japan Currency Hedged ETF (ASX: HJPN), BHP Group (ASX: BHP), Microsoft (NASDAQ: MSFT)


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.05 Total Hours

ASIC Knowledge Requirements: Securities (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)


———


Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube


———


Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments Tue, 03 Feb 2026 18:01:00 GMT 33:35 6980257c16c0592028e8a287 false https://shows.acast.com/basis-points/episodes/the-risk-hiding-in-your-clients-portfolio-ben-preston-orbis 6980257c16c0592028e8a287 67bbf55519249d0c1a4bb224 the-risk-hiding-in-your-clients-portfolio-ben-preston-orbis full 1 ”Conventional wisdom will tell you that the lowest risk portfolio you can have is to have 70% of your assets in one country…that's a violation of common sense.”


Ben Preston Portfolio Manager at Orbis Investments, warns that in markets dominated by a handful of mega-caps, portfolios that look diversified on the surface- may be carrying far more risk than advisors realise. 


We sat down with Ben to unpack where diversification breaks down and find out how advisors can better identify this hidden concentration risk. 


In this episode, you’ll learn:

  • How benchmark alignment can increase portfolio risk in narrow markets.
  • Why historical bubbles reveal the dangers of perceived diversification.
  • Practical ways to assess diversification across geographies, styles, and currencies.


Chapters:

00:00:00 – Rethinking Portfolio Diversification Risk

00:05:45 – Understanding Today’s Narrow Market

00:09:01 – Benchmarking And Concentration Exposure

00:14:15 – Defining Diversification Across Scenarios

00:18:52 – Broadening AI Exposure Beyond The US

00:22:11 – Currency Management As A Portfolio Input


📈 Stocks and ETFs Mentioned: NVIDIA, META, SK Hynix Inc. SK Square Co. Ltd, ASML. TSMC, Alphabet, Next Plc, PDD Holdings.


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.


0.5 Total Hours 

Knowledge Requirements: Managed Investments (0.50 hour)

Legislated CPD Area: Technical Competence (0.50 hour)


———


This episode has been sponsored by Orbis Investments.


If you would like to learn more about Orbis’ contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


———


Want more Basis Points?


Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube


———


Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> ”Conventional wisdom will tell you that the lowest risk portfolio you can have is to have 70% of your assets in one country…that's a violation of common sense.”


Ben Preston Portfolio Manager at Orbis Investments, warns that in markets dominated by a handful of mega-caps, portfolios that look diversified on the surface- may be carrying far more risk than advisors realise. 


We sat down with Ben to unpack where diversification breaks down and find out how advisors can better identify this hidden concentration risk. 


In this episode, you’ll learn:

  • How benchmark alignment can increase portfolio risk in narrow markets.
  • Why historical bubbles reveal the dangers of perceived diversification.
  • Practical ways to assess diversification across geographies, styles, and currencies.


Chapters:

00:00:00 – Rethinking Portfolio Diversification Risk

00:05:45 – Understanding Today’s Narrow Market

00:09:01 – Benchmarking And Concentration Exposure

00:14:15 – Defining Diversification Across Scenarios

00:18:52 – Broadening AI Exposure Beyond The US

00:22:11 – Currency Management As A Portfolio Input


📈 Stocks and ETFs Mentioned: NVIDIA, META, SK Hynix Inc. SK Square Co. Ltd, ASML. TSMC, Alphabet, Next Plc, PDD Holdings.


———


CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.


0.5 Total Hours 

Knowledge Requirements: Managed Investments (0.50 hour)

Legislated CPD Area: Technical Competence (0.50 hour)


———


This episode has been sponsored by Orbis Investments.


If you would like to learn more about Orbis’ contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


———


Want more Basis Points?


Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube


———


Basis Points is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Graduates, not gambles: How Australia’s best small caps ‘grow up’ - Jovana Gagic | Paradice Graduates, not gambles: How Australia’s best small caps ‘grow up’ - Jovana Gagic | Paradice Tue, 09 Dec 2025 18:02:00 GMT 32:56 69376588fe31b2ca09f8fd0a false https://shows.acast.com/basis-points/episodes/how-australias-best-small-caps-grow-up 69376588fe31b2ca09f8fd0a 67bbf55519249d0c1a4bb224 how-australias-best-small-caps-grow-up full 1 What if the most reliable out-performers in the Australian market aren’t the blue chips, but the companies graduating quietly through the mid-cap ranks?


Advisors often focus on small-cap potential or large-cap stability. But Jovana Gagic, Portfolio Manager and Analyst at Paradise Investment Management believes Australia’s mid-caps are where earnings growth, diversification and structural tailwinds collide.


Ren sat down with Jovana to unpack the signals that can help advisors distinguish graduates from gambles in today’s market.


In this episode:

  • How to spot the true graduation signals as companies move from speculative to scalable
  • What makes the mid-cap index a structurally appealing investment
  • Risk-management frameworks that help avoid the blow-ups while capturing long-term compounders


Timestamps:

00:00:00 – Opening Thoughts 

00:03:00 – Small Caps That Grow Up 

00:06:10 – Why Mid Caps Outperform 

00:10:20 – Diversifying Beyond Banks 

00:14:30 – Finding Structural Winners 

00:18:40 – Red Flags and Risk Control 

00:23:00 – Graduation Stories 

00:27:20 – Mid Caps in Portfolios 

00:31:10 – Survival of the Fittest


———-


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). To claim your points, complete the CPD quiz here and we’ll send you your certificate.


———-


This episode has been sponsored by CBOE APAC.


Head to the Cboe website to learn more about their Cboe-listed ETF Paradice Australian Mid Cap Fund Active ETF


Thank you to Cboe APAC for helping us keep all of our content free and accessible.


———-


Want more Basis Points?


———-


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


———-


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> What if the most reliable out-performers in the Australian market aren’t the blue chips, but the companies graduating quietly through the mid-cap ranks?


Advisors often focus on small-cap potential or large-cap stability. But Jovana Gagic, Portfolio Manager and Analyst at Paradise Investment Management believes Australia’s mid-caps are where earnings growth, diversification and structural tailwinds collide.


Ren sat down with Jovana to unpack the signals that can help advisors distinguish graduates from gambles in today’s market.


In this episode:

  • How to spot the true graduation signals as companies move from speculative to scalable
  • What makes the mid-cap index a structurally appealing investment
  • Risk-management frameworks that help avoid the blow-ups while capturing long-term compounders


Timestamps:

00:00:00 – Opening Thoughts 

00:03:00 – Small Caps That Grow Up 

00:06:10 – Why Mid Caps Outperform 

00:10:20 – Diversifying Beyond Banks 

00:14:30 – Finding Structural Winners 

00:18:40 – Red Flags and Risk Control 

00:23:00 – Graduation Stories 

00:27:20 – Mid Caps in Portfolios 

00:31:10 – Survival of the Fittest


———-


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). To claim your points, complete the CPD quiz here and we’ll send you your certificate.


———-


This episode has been sponsored by CBOE APAC.


Head to the Cboe website to learn more about their Cboe-listed ETF Paradice Australian Mid Cap Fund Active ETF


Thank you to Cboe APAC for helping us keep all of our content free and accessible.


———-


Want more Basis Points?


———-


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


———-


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall ]]> Tue, 02 Dec 2025 18:03:00 GMT 47:15 692e6f6838d4386cbf045278 false https://shows.acast.com/basis-points/episodes/building-an-advice-business-for-the-millionaire-next-door 692e6f6838d4386cbf045278 67bbf55519249d0c1a4bb224 building-an-advice-business-for-the-millionaire-next-door full 1 “No client wants to be scaled.”


So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “millionaire next door” client base.


Ren sat down with Jeff Thurecht (CEO) and Marshall Brentnall (CIO) to hear how they scaled an advice business with a strong client-care philosophy, team culture, and high-quality practice management systems.


We cover:

  • How to design a client care model that feels truly personal even as your firm grows.
  • Practical tools and processes that lift adviser capacity, including SMAs, workflow design, and AI-driven efficiencies.
  • How to improve client engagement during challenging market conditions.


Timestamps:

00:00 - Intro

02:40 - Scaling The Right Way

08:30 - Systems that Free Adviser Time

12:00 - Automations and AI

16:05 - Culture That Drives Client Care

19:33 - Design Processes Around Relationships 

22:32 - Personalised Portfolios at Scale 

26:35 - Evalesco's Investment Philosophy

32:52 - Guiding Clients Through Turbulence

35:27 - Client Communication That Works

40:14 - Case Study: Intergenerational Planning


——


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.


——


Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

 

——

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

——

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

 

Hosted on Acast. See acast.com/privacy for more information.

]]> “No client wants to be scaled.”


So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “millionaire next door” client base.


Ren sat down with Jeff Thurecht (CEO) and Marshall Brentnall (CIO) to hear how they scaled an advice business with a strong client-care philosophy, team culture, and high-quality practice management systems.


We cover:

  • How to design a client care model that feels truly personal even as your firm grows.
  • Practical tools and processes that lift adviser capacity, including SMAs, workflow design, and AI-driven efficiencies.
  • How to improve client engagement during challenging market conditions.


Timestamps:

00:00 - Intro

02:40 - Scaling The Right Way

08:30 - Systems that Free Adviser Time

12:00 - Automations and AI

16:05 - Culture That Drives Client Care

19:33 - Design Processes Around Relationships 

22:32 - Personalised Portfolios at Scale 

26:35 - Evalesco's Investment Philosophy

32:52 - Guiding Clients Through Turbulence

35:27 - Client Communication That Works

40:14 - Case Study: Intergenerational Planning


——


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.


——


Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

 

——

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

——

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

 

Hosted on Acast. See acast.com/privacy for more information.

]]> This $800bn market is just getting started - Anthony Ip | Milford This $800bn market is just getting started - Anthony Ip | Milford Tue, 18 Nov 2025 18:01:00 GMT 39:36 691a8062e42e3466f2e8aa13 false https://shows.acast.com/basis-points/episodes/this-800bn-market-is-just-getting-started-anthony-ip-milford 691a8062e42e3466f2e8aa13 67bbf55519249d0c1a4bb224 this-800bn-market-is-just-getting-started-anthony-ip-milford full 1 Australia's corporate bond market has quietly become the third largest in the world, and signs point towards more growth to come.  


With offshore giants tapping local liquidity and the AI infrastructure boom demanding trillions in new capital globally, Australia's fixed income market is no longer a niche corner of the capital market- it’s globally relevant.


So what kind of opportunities can these shifts in fixed income create for advisors and their clients’ portfolios?


Alec sat down with Anthony Ip, Fixed Income Portfolio Manager, Milford Corporate Bond Plus Fund to find out.


Timestamps

00:30 – Macroeconomic update: Australian resilience, household confidence, inflation risks

03:44 – RBA’s dual mandate and future interest rate trajectory

05:48 – The evolution and scale of Australia’s corporate bond market

10:54 – Key sectors and issuers shaping the bond market

13:44 – The future of offshore corporates issuing in Australia

15:19 – Australia’s fiscal position and attractiveness to global investors

18:09 – AI infrastructure boom and implications for credit markets

29:52 – Practical takeaways for advisers on incorporating fixed income


Thank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free. If you want to learn more about Milford's funds head to their website.


Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund and Milford Dynamic Small Companies Fund. Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at http://milfordasset.com.au


——

CPD Points: This episode is accredited CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

——


Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

——

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

——

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

]]> Australia's corporate bond market has quietly become the third largest in the world, and signs point towards more growth to come.  


With offshore giants tapping local liquidity and the AI infrastructure boom demanding trillions in new capital globally, Australia's fixed income market is no longer a niche corner of the capital market- it’s globally relevant.


So what kind of opportunities can these shifts in fixed income create for advisors and their clients’ portfolios?


Alec sat down with Anthony Ip, Fixed Income Portfolio Manager, Milford Corporate Bond Plus Fund to find out.


Timestamps

00:30 – Macroeconomic update: Australian resilience, household confidence, inflation risks

03:44 – RBA’s dual mandate and future interest rate trajectory

05:48 – The evolution and scale of Australia’s corporate bond market

10:54 – Key sectors and issuers shaping the bond market

13:44 – The future of offshore corporates issuing in Australia

15:19 – Australia’s fiscal position and attractiveness to global investors

18:09 – AI infrastructure boom and implications for credit markets

29:52 – Practical takeaways for advisers on incorporating fixed income


Thank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free. If you want to learn more about Milford's funds head to their website.


Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund and Milford Dynamic Small Companies Fund. Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at http://milfordasset.com.au


——

CPD Points: This episode is accredited CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

——


Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

——

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

——

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

]]> Private markets are an illusion - Tim Carleton | Auscap Asset Management Private markets are an illusion - Tim Carleton | Auscap Asset Management Mon, 03 Nov 2025 18:01:00 GMT 42:10 6908166117c1d64648d17d6f false https://shows.acast.com/basis-points/episodes/tim-carleton-auscap-asset-management 6908166117c1d64648d17d6f 67bbf55519249d0c1a4bb224 tim-carleton-auscap-asset-management full 1 Today’s guest believes investors should rethink risk, and be wary of confusing calm waters with safety.

 

In this episode, we speak to founder and CIO at Auscap Asset Management, Tim Carleton- and he does not hold back.


He unpacks the flaws he sees in how private markets are valued, questions the sustainability of private credit and declares that three out of the four Big Banks in Australia have lost their competitive advantage. 


Also in this episode:


  • The two factors Tim believes determine long term returns
  • Unpacking the illusions of private markets
  • Behind Auscap’s outperformance since 2012
  • Tim's Checklist for building a strong Quality filter
  • Where Auscap sees genuine value and is deploying capital today


—— 


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to receive your points.


—— 


Want more Basis Points? 

Sign up to the Basis Points email 

Join the conversation on LinkedIn 

Watch all episodes in full and relive some of our favourite clips on YouTube 


—— 

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.  

—— 

Basis Points is a product of Equity Mates Media.  

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.  

Equity Mates Media operates under Australian Financial Services Licence 540697. 

Hosted on Acast. See acast.com/privacy for more information. 


Hosted on Acast. See acast.com/privacy for more information.

]]> Today’s guest believes investors should rethink risk, and be wary of confusing calm waters with safety.

 

In this episode, we speak to founder and CIO at Auscap Asset Management, Tim Carleton- and he does not hold back.


He unpacks the flaws he sees in how private markets are valued, questions the sustainability of private credit and declares that three out of the four Big Banks in Australia have lost their competitive advantage. 


Also in this episode:


  • The two factors Tim believes determine long term returns
  • Unpacking the illusions of private markets
  • Behind Auscap’s outperformance since 2012
  • Tim's Checklist for building a strong Quality filter
  • Where Auscap sees genuine value and is deploying capital today


—— 


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to receive your points.


—— 


Want more Basis Points? 

Sign up to the Basis Points email 

Join the conversation on LinkedIn 

Watch all episodes in full and relive some of our favourite clips on YouTube 


—— 

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.  

—— 

Basis Points is a product of Equity Mates Media.  

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.  

Equity Mates Media operates under Australian Financial Services Licence 540697. 

Hosted on Acast. See acast.com/privacy for more information. 


Hosted on Acast. See acast.com/privacy for more information.

]]> The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments Mon, 20 Oct 2025 18:00:00 GMT 32:28 68e5d7e1de9a2a62c46ba339 false https://shows.acast.com/basis-points/episodes/orbis-vern-du-preez-emerging-markets 68e5d7e1de9a2a62c46ba339 67bbf55519249d0c1a4bb224 orbis-vern-du-preez-emerging-markets full 1 Is the next decades biggest growth story hiding in plain sight?


Bryce and Ren sit down with Vern du Preez, Investment Specialist at Orbis Investments, to explore the new face of emerging markets and why it’s time to challenge old assumptions.


They discuss:

•Where to find real opportunity as China cools.

•Using the active edge in emerging markets. 

•How to capture Emerging market upside while limiting risk. 

•How advisors can position clients ahead of the curve.


———


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.


———


This episode has been sponsored by Orbis Investments.


If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


———


Want more Basis Points?


———-


Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Is the next decades biggest growth story hiding in plain sight?


Bryce and Ren sit down with Vern du Preez, Investment Specialist at Orbis Investments, to explore the new face of emerging markets and why it’s time to challenge old assumptions.


They discuss:

•Where to find real opportunity as China cools.

•Using the active edge in emerging markets. 

•How to capture Emerging market upside while limiting risk. 

•How advisors can position clients ahead of the curve.


———


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.


———


This episode has been sponsored by Orbis Investments.


If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


———


Want more Basis Points?


———-


Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Building a modern advice practice - Owen Raszkiewicz Building a modern advice practice - Owen Raszkiewicz Mon, 06 Oct 2025 18:01:00 GMT 40:52 68df6a2048f214706088fc63 false https://shows.acast.com/basis-points/episodes/building-a-modern-advice-practice-owen-raszkiewicz 68df6a2048f214706088fc63 67bbf55519249d0c1a4bb224 building-a-modern-advice-practice-owen-raszkiewicz full 1 AI and digital media are reshaping financial advice. Advisors now need to offer transparency, harness technology, and engage with clients in new ways or risk losing out on a new generation of clients.


In this episode, we speak with Owen Raszkiewicz, founder of the Rask Group, who is leveraging these shifts to build a practice that leans into the future of financial advice. It’s a practical look at how to adapt and thrive in a changing industry.


We cover:

  • Why advice firms need to rethink scale and transparency to meet growing demand.
  • How fixed-fee, once-off advice is resonating with the next generation of clients.
  • Building trust and client acquisition through content marketing.
  • Using new tech to streamline file notes, and advice delivery.
  • The role of personal branding in standing out and building long-term client trust.


——

CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

——

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———-

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

——-

Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> AI and digital media are reshaping financial advice. Advisors now need to offer transparency, harness technology, and engage with clients in new ways or risk losing out on a new generation of clients.


In this episode, we speak with Owen Raszkiewicz, founder of the Rask Group, who is leveraging these shifts to build a practice that leans into the future of financial advice. It’s a practical look at how to adapt and thrive in a changing industry.


We cover:

  • Why advice firms need to rethink scale and transparency to meet growing demand.
  • How fixed-fee, once-off advice is resonating with the next generation of clients.
  • Building trust and client acquisition through content marketing.
  • Using new tech to streamline file notes, and advice delivery.
  • The role of personal branding in standing out and building long-term client trust.


——

CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

——

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———-

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

——-

Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Generating outperformance in down markets - Hamish FitzSimons | AllianceBernstein Generating outperformance in down markets - Hamish FitzSimons | AllianceBernstein Mon, 22 Sep 2025 19:01:00 GMT 35:03 68d0ceb0ef1d2c878d8cdc14 false https://shows.acast.com/basis-points/episodes/generating-outperformance-in-down-markets-hamish-fitzsimons 68d0ceb0ef1d2c878d8cdc14 67bbf55519249d0c1a4bb224 generating-outperformance-in-down-markets-hamish-fitzsimons full 1 Beating the market doesn’t always mean chasing growth. Sometimes, it means means falling less when markets turn. Defensive equities aim to capture 80% of the upside, but only 50% of the downside- a profile designed to compound steadily and keep clients invested through volatility. Bryce and Ren speak with Hamish Fitzsimons, CIO of Australian Equities at AllianceBernstein, about how advisors can use this approach to build more resilient client portfolios.


We cover:

  • 00:40 – What “defensive equities” really means and why losing less compounds over time.
  • 07:00 – Lessons from the GFC: how client demand led to the Managed Volatility Equities Fund.
  • 10:30 – Identifying “defensive traps”: why some safe-looking stocks aren’t truly defensive.
  • 18:00 – Market outlook: expensive top-7 stocks vs. where the opportunities lie.
  • 23:30 – Macro noise: how to think about inflation, China, and geopolitics without overreacting.
  • 28:15 – Portfolio construction tips for advisors: Implementing defensive equities.
  • 32:10 – Managing client behaviour: reducing panic selling and keeping clients invested.


———

CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points

———


This episode has been sponsored by Cboe APAC. Head to the Cboe website to learn more about their Cboe-listed AMVE.


The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio management teams. Views are subject to revision over time. This podcast is intended only for persons who qualify as wholesale clients as defined in the Corporations Act. AB Managed Volatility Equities Fund–MVE Class–Active ETF (MVE-Class) is a unit class of the AB Managed Volatility Equities Fund (Fund) (ARSN 099 739 447).


AllianceBernstein Investment Management Australia Limited (ABN 58 007 212 606, AFSL 230 683) (ABIMAL) is the responsible entity of the Fund and is the issuer of units in the Fund. You should read the Fund’s PDS and TMD available at alliancebernstein.com.au and first obtain professional advice before taking any action in the information contained in these documents.


———

Want more Basis Points?


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Beating the market doesn’t always mean chasing growth. Sometimes, it means means falling less when markets turn. Defensive equities aim to capture 80% of the upside, but only 50% of the downside- a profile designed to compound steadily and keep clients invested through volatility. Bryce and Ren speak with Hamish Fitzsimons, CIO of Australian Equities at AllianceBernstein, about how advisors can use this approach to build more resilient client portfolios.


We cover:

  • 00:40 – What “defensive equities” really means and why losing less compounds over time.
  • 07:00 – Lessons from the GFC: how client demand led to the Managed Volatility Equities Fund.
  • 10:30 – Identifying “defensive traps”: why some safe-looking stocks aren’t truly defensive.
  • 18:00 – Market outlook: expensive top-7 stocks vs. where the opportunities lie.
  • 23:30 – Macro noise: how to think about inflation, China, and geopolitics without overreacting.
  • 28:15 – Portfolio construction tips for advisors: Implementing defensive equities.
  • 32:10 – Managing client behaviour: reducing panic selling and keeping clients invested.


———

CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points

———


This episode has been sponsored by Cboe APAC. Head to the Cboe website to learn more about their Cboe-listed AMVE.


The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio management teams. Views are subject to revision over time. This podcast is intended only for persons who qualify as wholesale clients as defined in the Corporations Act. AB Managed Volatility Equities Fund–MVE Class–Active ETF (MVE-Class) is a unit class of the AB Managed Volatility Equities Fund (Fund) (ARSN 099 739 447).


AllianceBernstein Investment Management Australia Limited (ABN 58 007 212 606, AFSL 230 683) (ABIMAL) is the responsible entity of the Fund and is the issuer of units in the Fund. You should read the Fund’s PDS and TMD available at alliancebernstein.com.au and first obtain professional advice before taking any action in the information contained in these documents.


———

Want more Basis Points?


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Educating clients on the opportunities in private assets - Jordan Ryan | Koda Capital Educating clients on the opportunities in private assets - Jordan Ryan | Koda Capital Mon, 15 Sep 2025 19:01:00 GMT 45:36 68c79dcc8b1c6a482830a956 false https://shows.acast.com/basis-points/episodes/private-assets-jordan-ryan-koda-capital 68c79dcc8b1c6a482830a956 67bbf55519249d0c1a4bb224 private-assets-jordan-ryan-koda-capital full 1 For the first time, Australia’s largest family offices now hold more in private markets than in public equities. 


It’s a shift that’s reshaping portfolio construction. So how can advisors respond? 


In this episode, Bryce is joined by Jordan Ryan, Private Wealth Advisor at Koda Capital, to discuss the role private assets should play in client portfolios and the realities of educating clients on this often opaque asset class.


We cover:

  • Why private markets are moving from “alternative” to “traditional” investments.
  • Portfolio construction with private credit, equity, and infrastructure.
  • Defensive vs growth characteristics of private assets.
  • Koda Capital’s approach to manager selection and capital deployment in private equity.
  • Tips for educating clients in this evolving space.


———

CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

——

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———-

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

——-

Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> For the first time, Australia’s largest family offices now hold more in private markets than in public equities. 


It’s a shift that’s reshaping portfolio construction. So how can advisors respond? 


In this episode, Bryce is joined by Jordan Ryan, Private Wealth Advisor at Koda Capital, to discuss the role private assets should play in client portfolios and the realities of educating clients on this often opaque asset class.


We cover:

  • Why private markets are moving from “alternative” to “traditional” investments.
  • Portfolio construction with private credit, equity, and infrastructure.
  • Defensive vs growth characteristics of private assets.
  • Koda Capital’s approach to manager selection and capital deployment in private equity.
  • Tips for educating clients in this evolving space.


———

CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

——

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———-

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

——-

Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The $40b hole in Aussie portfolios & how to fill it - Helen Mason | Schroders]]> Mon, 08 Sep 2025 19:02:00 GMT 35:35 68be7ce39a81ed86f12c3f01 false https://shows.acast.com/basis-points/episodes/the-40b-hole-in-aussie-portfolios-how-to-fill-it-helen-mason 68be7ce39a81ed86f12c3f01 67bbf55519249d0c1a4bb224 the-40b-hole-in-aussie-portfolios-how-to-fill-it-helen-mason full 1 Investors are facing a hole in their portfolio. Bank hybrids have been a popular product for retail investors, with 40% of the $40 billion market taken up by everyday Australians. 


Now with APRA phasing out bank hybrids, advisers face a $16 billion hole to fill in client portfolios. 


In this episode, we ask Helen Mason, Portfolio Manager at Schroders, where advisors can look to fill it? 


We cover: 

•⁠ ⁠The hybrid phase-out explained: why it matters now, not 2032.

•⁠ ⁠What makes Australian credit an institutional investor's best kept secret.

•⁠ ⁠Differences between public vs private debt market.

•⁠ ⁠How Helen’s fund CBOE:HIGH fits into an income portfolio.


———

CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

———


This episode with Schroders has been sponsored by Cboe APAC.


Head to the Cboe website to learn more about their Cboe-listed ETF Schroder Australian High Yielding Credit Fund - Active ETF (HIGH).


Thank you to Cboe APAC for helping us keep all of our content free and accessible.

———


Want more Basis Points?

———-


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

———-


Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Investors are facing a hole in their portfolio. Bank hybrids have been a popular product for retail investors, with 40% of the $40 billion market taken up by everyday Australians. 


Now with APRA phasing out bank hybrids, advisers face a $16 billion hole to fill in client portfolios. 


In this episode, we ask Helen Mason, Portfolio Manager at Schroders, where advisors can look to fill it? 


We cover: 

•⁠ ⁠The hybrid phase-out explained: why it matters now, not 2032.

•⁠ ⁠What makes Australian credit an institutional investor's best kept secret.

•⁠ ⁠Differences between public vs private debt market.

•⁠ ⁠How Helen’s fund CBOE:HIGH fits into an income portfolio.


———

CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

———


This episode with Schroders has been sponsored by Cboe APAC.


Head to the Cboe website to learn more about their Cboe-listed ETF Schroder Australian High Yielding Credit Fund - Active ETF (HIGH).


Thank you to Cboe APAC for helping us keep all of our content free and accessible.

———


Want more Basis Points?

———-


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

———-


Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Are we seeing a change at the top of the ASX? - William Curtayne | Milford Are we seeing a change at the top of the ASX? - William Curtayne | Milford Mon, 25 Aug 2025 19:01:00 GMT 44:15 68a57fa9352b565deb87bbe1 false https://shows.acast.com/basis-points/episodes/william-curtayne-milford 68a57fa9352b565deb87bbe1 67bbf55519249d0c1a4bb224 william-curtayne-milford full 1 Banks, miners and franking credits. Australian investors summed up in five words.


But as the first 6 months of 2025 come to an end, the top of the ASX during this time has been characterised by a struggling resources sector and a strong rotation into banks. Is this the start of a longer term shift? Or is it just a blip?


In this episode, we're joined by Will Curtayne, Portfolio Manager of the Milford Australian Absolute Growth Funds and the Milford Dynamic Funds, to unpack these movements


We discuss:

  • The forces behind CBA’s record PE multiple.
  • Whether the miners’ recent rally is a genuine opportunity or “a move to fade”.
  • How super and passive flows are distorting price discovery at the top of the ASX.
  • Where the next leadership might come from (e.g. healthcare, industrials, small-caps, and a long-term structural case for gold)


———-

CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

———-


Thank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free.


If you want to learn more about Milford's range of funds, visit their website.


Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund and Milford Dynamic Small Companies Fund. 

 

Before you invest, be sure to read the Milford Funds Product Disclosure Statements, Target Market Determinations and full Disclaimer at milfordasset.com.au


———-

Want more Basis Points?

———-

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

———-

Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Banks, miners and franking credits. Australian investors summed up in five words.


But as the first 6 months of 2025 come to an end, the top of the ASX during this time has been characterised by a struggling resources sector and a strong rotation into banks. Is this the start of a longer term shift? Or is it just a blip?


In this episode, we're joined by Will Curtayne, Portfolio Manager of the Milford Australian Absolute Growth Funds and the Milford Dynamic Funds, to unpack these movements


We discuss:

  • The forces behind CBA’s record PE multiple.
  • Whether the miners’ recent rally is a genuine opportunity or “a move to fade”.
  • How super and passive flows are distorting price discovery at the top of the ASX.
  • Where the next leadership might come from (e.g. healthcare, industrials, small-caps, and a long-term structural case for gold)


———-

CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

———-


Thank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free.


If you want to learn more about Milford's range of funds, visit their website.


Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund and Milford Dynamic Small Companies Fund. 

 

Before you invest, be sure to read the Milford Funds Product Disclosure Statements, Target Market Determinations and full Disclaimer at milfordasset.com.au


———-

Want more Basis Points?

———-

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

———-

Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Stop asking the wrong questions when choosing fund managers - Chris Cuffe | Third Link Stop asking the wrong questions when choosing fund managers - Chris Cuffe | Third Link Mon, 11 Aug 2025 19:05:00 GMT 43:57 687c096026fb62be8c9b5d4a false https://shows.acast.com/basis-points/episodes/chris-cuffe-third-link 687c096026fb62be8c9b5d4a 67bbf55519249d0c1a4bb224 chris-cuffe-third-link full 1 What makes a good fund manager? That is one of the hardest questions to answer in finance. Today's guest is as well placed as any to help us work through it.


Chris Cuffe AO is the founding director and portfolio manager of Third Link. Chris was formerly CEO of investment managers Colonial First State and Challenger Financial Services Group. He was also previously the Chairman of UniSuper.


Basically, Chris has assessed a few fund manager in his time. And today we wanted to understand how he approaches that task today. We unpack:

  • Lessons from Chris' career building financial services businesses
  • How the advice landscape has changed over his career
  • The hallmarks of the best advice businesses
  • In Chris' opinion: what makes a great manager?
  • What he's looking for when he starts assessing a new manager
  • How he builds portfolios of managers


If you would like to find out more about the work of Third Link, check out their website: https://www.thirdlink.com.au/


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> What makes a good fund manager? That is one of the hardest questions to answer in finance. Today's guest is as well placed as any to help us work through it.


Chris Cuffe AO is the founding director and portfolio manager of Third Link. Chris was formerly CEO of investment managers Colonial First State and Challenger Financial Services Group. He was also previously the Chairman of UniSuper.


Basically, Chris has assessed a few fund manager in his time. And today we wanted to understand how he approaches that task today. We unpack:

  • Lessons from Chris' career building financial services businesses
  • How the advice landscape has changed over his career
  • The hallmarks of the best advice businesses
  • In Chris' opinion: what makes a great manager?
  • What he's looking for when he starts assessing a new manager
  • How he builds portfolios of managers


If you would like to find out more about the work of Third Link, check out their website: https://www.thirdlink.com.au/


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Beating the benchmark for 20 years & counting - Ben Griffiths | Eley Griffiths Group]]> Mon, 28 Jul 2025 19:05:00 GMT 48:00 687c0c4ba2391fe43283538a false https://shows.acast.com/basis-points/episodes/ben-griffiths-july-2025 687c0c4ba2391fe43283538a 67bbf55519249d0c1a4bb224 ben-griffiths-july-2025 full 1 After more than 30 years experience in financial markets, Ben Griffiths, has learned a thing or two. As investing fads come and go, and different industries rise and fall, we wanted to unpack the lessons and techniques that have stood the test of time.


Ben Griffiths, Managing Director at Eley Griffiths Group, is a well-known small cap investor in Australia. His flagship fund has averaged more than 4% outperformance a year for 20 years.


Today, we wanted to understand how he approaches markets, manages the noise and finds winning companies. We unpack:

  • How Ben would explain his approach today
  • How that approach has changed over time
  • Managing the market level noise, and what information Ben is reading on a day-to-day basis (and what he's not bothering with)
  • The financial ratios and metrics that he's most focused on
  • Where Ben is seeing opportunity today
  • Why one sector is showing "a pretty bullish cocktail for stocks"
  • Another sector that he thinks all investors should be wary of


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> After more than 30 years experience in financial markets, Ben Griffiths, has learned a thing or two. As investing fads come and go, and different industries rise and fall, we wanted to unpack the lessons and techniques that have stood the test of time.


Ben Griffiths, Managing Director at Eley Griffiths Group, is a well-known small cap investor in Australia. His flagship fund has averaged more than 4% outperformance a year for 20 years.


Today, we wanted to understand how he approaches markets, manages the noise and finds winning companies. We unpack:

  • How Ben would explain his approach today
  • How that approach has changed over time
  • Managing the market level noise, and what information Ben is reading on a day-to-day basis (and what he's not bothering with)
  • The financial ratios and metrics that he's most focused on
  • Where Ben is seeing opportunity today
  • Why one sector is showing "a pretty bullish cocktail for stocks"
  • Another sector that he thinks all investors should be wary of


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Lessons from 50 years of stock market cycles - Simon Skinner | Orbis Investments Lessons from 50 years of stock market cycles - Simon Skinner | Orbis Investments Mon, 14 Jul 2025 19:05:00 GMT 45:43 683f96dca113cf02fa60f1c4 false https://shows.acast.com/basis-points/episodes/simon-skiner-orbis-july-2025 683f96dca113cf02fa60f1c4 67bbf55519249d0c1a4bb224 simon-skiner-orbis-july-2025 full 1 "In hindsight it will be clear that this was an opportunity"


That is a quote from today's interview with Simon Skinner, Head of the Global Investment Team at Orbis Investments.


Investors have notoriously short memories, always chasing the last bull market and learning lessons from recent history. In today's episode, Simon wants us to take a step back and look at the lessons from the longer arc of stock market history.


We speak to Simon about:

  • The wrong lessons we're learning from the recent past
  • What the longer span of history actually teaches us
  • Why today's market is "speculative, unbalanced and risky"
  • How we can build decision making processes to make better decisions
  • A deep-dive on two stocks: Smurfit Westrock and Jardine Matheson


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Orbis.


If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


Basis Points is a product of Equity Mates Media. Basis Points is intended solely for industry professionals, financial advisers and wholesale investors. 

 

This podcast is intended for education and entertainment purposes. Any advice is general advice only and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. And if you are unsure, please speak to a financial adviser. There are risks with any investments, including one in the Orbis funds. Past performance is not a reliable indicator of future performance and the value of any investment in an Orbis fund is not guaranteed.

 

This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This podcast does not prohibit the Orbis funds from dealing in the securities before or after this is published.

 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> "In hindsight it will be clear that this was an opportunity"


That is a quote from today's interview with Simon Skinner, Head of the Global Investment Team at Orbis Investments.


Investors have notoriously short memories, always chasing the last bull market and learning lessons from recent history. In today's episode, Simon wants us to take a step back and look at the lessons from the longer arc of stock market history.


We speak to Simon about:

  • The wrong lessons we're learning from the recent past
  • What the longer span of history actually teaches us
  • Why today's market is "speculative, unbalanced and risky"
  • How we can build decision making processes to make better decisions
  • A deep-dive on two stocks: Smurfit Westrock and Jardine Matheson


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Orbis.


If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


Basis Points is a product of Equity Mates Media. Basis Points is intended solely for industry professionals, financial advisers and wholesale investors. 

 

This podcast is intended for education and entertainment purposes. Any advice is general advice only and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. And if you are unsure, please speak to a financial adviser. There are risks with any investments, including one in the Orbis funds. Past performance is not a reliable indicator of future performance and the value of any investment in an Orbis fund is not guaranteed.

 

This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This podcast does not prohibit the Orbis funds from dealing in the securities before or after this is published.

 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue Mon, 30 Jun 2025 19:05:00 GMT 34:50 685a21d6bd94a78be6b3d2b5 false https://shows.acast.com/basis-points/episodes/india-avenue-june-2025 685a21d6bd94a78be6b3d2b5 67bbf55519249d0c1a4bb224 india-avenue-june-2025 full 1 Today we're joined by Mugunthan Siva, Chief Investment Officer of India Avenue.


India has become an increasingly popular market amongst Australian investors and advisers. And who could blame them? With the Nifty 50 index up almost 150% over the past 5 years, it has been a good place for investors to be.


But after such a strong run of performance, it had us wondering: is the India story closer to its end than its beginning?


That is the question we wanted to unpack with Mugunthan. Today we cover:

  • How much India has changed over the past 10 years
  • Common misconceptions from investors outside of India
  • Where India is on its growth journey
  • The importance of population and demographics
  • Two stocks that will benefit as India's economy keeps growing


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode with India Avenue has been sponsored by Cboe APAC.


Head to the Cboe website to learn more about their Cboe-listed ETF India Avenue Equity Fund Active ETF (IAEF).


Thank you to Cboe APAC for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Today we're joined by Mugunthan Siva, Chief Investment Officer of India Avenue.


India has become an increasingly popular market amongst Australian investors and advisers. And who could blame them? With the Nifty 50 index up almost 150% over the past 5 years, it has been a good place for investors to be.


But after such a strong run of performance, it had us wondering: is the India story closer to its end than its beginning?


That is the question we wanted to unpack with Mugunthan. Today we cover:

  • How much India has changed over the past 10 years
  • Common misconceptions from investors outside of India
  • Where India is on its growth journey
  • The importance of population and demographics
  • Two stocks that will benefit as India's economy keeps growing


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode with India Avenue has been sponsored by Cboe APAC.


Head to the Cboe website to learn more about their Cboe-listed ETF India Avenue Equity Fund Active ETF (IAEF).


Thank you to Cboe APAC for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Beating the market in a time of hyper-disruption - Alex Pollak | Loftus Peak Beating the market in a time of hyper-disruption - Alex Pollak | Loftus Peak Mon, 23 Jun 2025 19:05:00 GMT 51:39 683f7d0dc966cde7364746a9 false https://shows.acast.com/basis-points/episodes/alex-pollack-loftus-peak-june-2025 683f7d0dc966cde7364746a9 67bbf55519249d0c1a4bb224 alex-pollack-loftus-peak-june-2025 full 1 17 21% per year, after fees, since November 2016. Today's guest is a fund manager who can let his performance speak for itself.


Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few have matched his returns.


So on today's episode of Basis Points we wanted to understand Alex's process for investing in these high-flying tech names:

  • How the pace of technological change is accelerating
  • Maintaining valuation discipline in high-growth parts of the market
  • Building a 'Trump-agnostic' portfolio
  • Emerging technologies that aren't getting enough attention today
  • A quick-fire game of 'Disruptive Technology or Hype?'
  • A deep-dive on two stocks in the Loftus Peak portfolio


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> 21% per year, after fees, since November 2016. Today's guest is a fund manager who can let his performance speak for itself.


Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few have matched his returns.


So on today's episode of Basis Points we wanted to understand Alex's process for investing in these high-flying tech names:

  • How the pace of technological change is accelerating
  • Maintaining valuation discipline in high-growth parts of the market
  • Building a 'Trump-agnostic' portfolio
  • Emerging technologies that aren't getting enough attention today
  • A quick-fire game of 'Disruptive Technology or Hype?'
  • A deep-dive on two stocks in the Loftus Peak portfolio


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management Mon, 16 Jun 2025 19:05:00 GMT 24:09 683e93ce2780b226c7df8887 false https://shows.acast.com/basis-points/episodes/richard-quin-bentham-june-2025 683e93ce2780b226c7df8887 67bbf55519249d0c1a4bb224 richard-quin-bentham-june-2025 full 1 14 Recorded at the Morningstar Investor Conference, today we're joined by Richard Quin, CIO & Principal at Bentham Asset Management.


With President Trump in the White House and Liberation Day tariffs front-of-mind, markets have never been noisier. The challenge for advisers is separating the signal from the noise and focusing on what will matter long term.


Today's guest has been focused on separating fake news from economic reality. In this episode we discuss:

  • What is coming next in the Trump-man (Truman) show
  • The rumours v reality in the US economic story
  • How we should prepare for "known unknowns"
  • Building a defensive income sleeve in portfolios
  • Common misconceptions about credit markets
  • How advisers can navigate the range of fixed income options


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Recorded at the Morningstar Investor Conference, today we're joined by Richard Quin, CIO & Principal at Bentham Asset Management.


With President Trump in the White House and Liberation Day tariffs front-of-mind, markets have never been noisier. The challenge for advisers is separating the signal from the noise and focusing on what will matter long term.


Today's guest has been focused on separating fake news from economic reality. In this episode we discuss:

  • What is coming next in the Trump-man (Truman) show
  • The rumours v reality in the US economic story
  • How we should prepare for "known unknowns"
  • Building a defensive income sleeve in portfolios
  • Common misconceptions about credit markets
  • How advisers can navigate the range of fixed income options


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> AI is changing advice forever - Kunal Kapoor | Morningstar AI is changing advice forever - Kunal Kapoor | Morningstar Mon, 16 Jun 2025 19:05:00 GMT 22:32 683e97160d2b3bac3e55afbe false https://shows.acast.com/basis-points/episodes/kunal-kapoor-june-2025 683e97160d2b3bac3e55afbe 67bbf55519249d0c1a4bb224 kunal-kapoor-june-2025 full 1 16 Recorded at the Morningstar Investor Conference, today we're joined by Kunal Kapoor, CEO of Morningstar Global.


Australia always lags behind the US in technological adoption. So, with Kunal Kapoor out from Morningstar's global headquarters in Chicago, we wanted to hear how advisers in the US were adopting AI technology and what parts of an advice practice were seeing the most disruption. Suffice to say, AI is a technology advisers are going to want to stay up to date with.


In today's episode we discuss:

  • How advisers in the US are integrating AI into their day-to-day workflow
  • Challenges in adopting AI
  • Evaluating different AI tools and what makes AI useful?
  • Where this technology will go over the next 5-10 years
  • The abundance of choice in private markets and how advisers can navigate it
  • Using ratings and data-driven tools to evaluation private market opportunities


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Recorded at the Morningstar Investor Conference, today we're joined by Kunal Kapoor, CEO of Morningstar Global.


Australia always lags behind the US in technological adoption. So, with Kunal Kapoor out from Morningstar's global headquarters in Chicago, we wanted to hear how advisers in the US were adopting AI technology and what parts of an advice practice were seeing the most disruption. Suffice to say, AI is a technology advisers are going to want to stay up to date with.


In today's episode we discuss:

  • How advisers in the US are integrating AI into their day-to-day workflow
  • Challenges in adopting AI
  • Evaluating different AI tools and what makes AI useful?
  • Where this technology will go over the next 5-10 years
  • The abundance of choice in private markets and how advisers can navigate it
  • Using ratings and data-driven tools to evaluation private market opportunities


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Alternative assets have killed the 60/40 portfolio - Felicity Walsh | Franklin Templeton Alternative assets have killed the 60/40 portfolio - Felicity Walsh | Franklin Templeton Mon, 16 Jun 2025 19:05:00 GMT 28:15 683e99720d2b3bac3e5652fd false https://shows.acast.com/basis-points/episodes/felicity-walsh-june-2025 683e99720d2b3bac3e5652fd 67bbf55519249d0c1a4bb224 felicity-walsh-june-2025 full 1 15 Recorded at the Morningstar Investor Conference, today we're joined by Felicity Walsh, Managing Director, Australia & New Zealand at Franklin Templeton.


Private equity, private credit, real estate, infrastructure, cryptocurrency, gold. Alternative assets have never been more in demand. With minimum investments coming down and fund structures becoming more liquid, they've never more more accessible as well.


The question then becomes: how can advisers navigate this growing menu of options?


That is what today's guest, Felicity Walsh, helped us understand. We discuss:

  • The growth of alternative assets in Australia
  • Why the traditional 60/40 portfolio is outdated
  • What a new portfolio structure could look like - is it 40/30/30?
  • How advisers should navigate between subclasses within alternative assets
  • Emerging private market asset classes
  • A new technological development that may put (more of) a fire under Australia's property market


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Recorded at the Morningstar Investor Conference, today we're joined by Felicity Walsh, Managing Director, Australia & New Zealand at Franklin Templeton.


Private equity, private credit, real estate, infrastructure, cryptocurrency, gold. Alternative assets have never been more in demand. With minimum investments coming down and fund structures becoming more liquid, they've never more more accessible as well.


The question then becomes: how can advisers navigate this growing menu of options?


That is what today's guest, Felicity Walsh, helped us understand. We discuss:

  • The growth of alternative assets in Australia
  • Why the traditional 60/40 portfolio is outdated
  • What a new portfolio structure could look like - is it 40/30/30?
  • How advisers should navigate between subclasses within alternative assets
  • Emerging private market asset classes
  • A new technological development that may put (more of) a fire under Australia's property market


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Reading the bond market's warning signs - Jonathon Costello | Janus Henderson]]> Mon, 09 Jun 2025 19:05:00 GMT 30:20 682f98cbfc865cdd04b0fdaa false https://shows.acast.com/basis-points/episodes/jonathan-costello-june-2025 682f98cbfc865cdd04b0fdaa 67bbf55519249d0c1a4bb224 jonathan-costello-june-2025 full 1 13 Today we're joined by Jonathon Costello, Client Portfolio Manager, Australian Fixed Interest at Janus Henderson.


Equity markets and bond markets are telling different stories. If we look at equity markets, the outlook looks strong as markets rebounded from the Liberation Day falls. However, take a look over at the bond market and yields keep creeping higher despite rate cuts as fixed income investors get nervous.


Today, with Jonathon, we unpack what the bond market is telling us:

  • Why the bond market and equity market seem disconnected at the moment (and who is right)
  • The early warning signs the bond market is flashing
  • How many Aussie rate cuts the market is pricing in
  • Concerns around US Government debt, and should there be a similar concern in Australia?
  • How advisers can add defensive income to their portfolio


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Janus Henderson.


Head to their website to learn more about Janus Henderson and their Cboe-listed ETF: JFIX


Thank you to Janus Henderson for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Today we're joined by Jonathon Costello, Client Portfolio Manager, Australian Fixed Interest at Janus Henderson.


Equity markets and bond markets are telling different stories. If we look at equity markets, the outlook looks strong as markets rebounded from the Liberation Day falls. However, take a look over at the bond market and yields keep creeping higher despite rate cuts as fixed income investors get nervous.


Today, with Jonathon, we unpack what the bond market is telling us:

  • Why the bond market and equity market seem disconnected at the moment (and who is right)
  • The early warning signs the bond market is flashing
  • How many Aussie rate cuts the market is pricing in
  • Concerns around US Government debt, and should there be a similar concern in Australia?
  • How advisers can add defensive income to their portfolio


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Janus Henderson.


Head to their website to learn more about Janus Henderson and their Cboe-listed ETF: JFIX


Thank you to Janus Henderson for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Three small caps with big potential - Roland Houghton | Milford Three small caps with big potential - Roland Houghton | Milford Mon, 02 Jun 2025 19:05:00 GMT 43:11 682d4c649a7e8b0aacc08543 false https://shows.acast.com/basis-points/episodes/roland-houghton-milford-june-2025 682d4c649a7e8b0aacc08543 67bbf55519249d0c1a4bb224 roland-houghton-milford-june-2025 full 1 12 Navigating the sea of opportunities in Australian small caps is always a challenge. While the Australian Small Ordinaries index has averaged 6% p.a. for the past 10 years, there have been some huge winners that have emerged from the sea of unprofitable companies, mining explorers and companies trying to figure it out.


Today we are joined by Roland Houghton, Co-Portfolio Manager of the Milford Dynamic Small Companies Fund, to help us understand how to find winners in the smaller part of the market.


In today's episode of Basis Points we unpack:

  • Roland's investment philosophy and criteria
  • How the process starts with idea generation
  • Then what the Milford team are looking for as they research these ideas
  • How Milford combine the bottom-up and top-down when building a thesis
  • What Milford's macro models are telling us at the moment
  • Then we bring to life with a deep dive into 3 stocks in Roland's Dynamic Small Companies fund


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Thank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free.


If you want to learn more about Milford's range of funds, including Roland's Dynamic Small Companies Fund, visit their website.


Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Navigating the sea of opportunities in Australian small caps is always a challenge. While the Australian Small Ordinaries index has averaged 6% p.a. for the past 10 years, there have been some huge winners that have emerged from the sea of unprofitable companies, mining explorers and companies trying to figure it out.


Today we are joined by Roland Houghton, Co-Portfolio Manager of the Milford Dynamic Small Companies Fund, to help us understand how to find winners in the smaller part of the market.


In today's episode of Basis Points we unpack:

  • Roland's investment philosophy and criteria
  • How the process starts with idea generation
  • Then what the Milford team are looking for as they research these ideas
  • How Milford combine the bottom-up and top-down when building a thesis
  • What Milford's macro models are telling us at the moment
  • Then we bring to life with a deep dive into 3 stocks in Roland's Dynamic Small Companies fund


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Thank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free.


If you want to learn more about Milford's range of funds, including Roland's Dynamic Small Companies Fund, visit their website.


Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Why this fund manager is betting BIG on the UK - Stephen Arnold | Aoris Why this fund manager is betting BIG on the UK - Stephen Arnold | Aoris Mon, 19 May 2025 19:05:00 GMT 36:44 6822f89c5d93800ff60f44c8 false https://shows.acast.com/basis-points/episodes/stephen-arnold-may-2025 6822f89c5d93800ff60f44c8 67bbf55519249d0c1a4bb224 stephen-arnold-may-2025 full 1 11 The majority of investors are underweight the UK. The country has struggled through a decade of slow economic growth as it manages the legacy of Brexit and the FTSE 100 is full of companies that are seen as "ex-growth" or "old economy".


Which is why we were surprised to hear that Stephen Arnold of Aoris Investment Management is overweight the UK, with 5 of his 14 positions coming from this overlooked market.


So on today's episode of Basis Points we are joined by Stephen to unpack his thinking:

  • What investors get wrong about the UK market
  • Why UK stocks aren't tied to the UK macro story
  • Stephen's philosophy on portfolio construction and his preference for concentrated portfolios
  • A look at top contributors to Aoris' performance last year, including: Halma (LON: HLMA) and RELX (LON: REL)
  • A deep dive on Compass Group (LON: CPG)


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> The majority of investors are underweight the UK. The country has struggled through a decade of slow economic growth as it manages the legacy of Brexit and the FTSE 100 is full of companies that are seen as "ex-growth" or "old economy".


Which is why we were surprised to hear that Stephen Arnold of Aoris Investment Management is overweight the UK, with 5 of his 14 positions coming from this overlooked market.


So on today's episode of Basis Points we are joined by Stephen to unpack his thinking:

  • What investors get wrong about the UK market
  • Why UK stocks aren't tied to the UK macro story
  • Stephen's philosophy on portfolio construction and his preference for concentrated portfolios
  • A look at top contributors to Aoris' performance last year, including: Halma (LON: HLMA) and RELX (LON: REL)
  • A deep dive on Compass Group (LON: CPG)


----------


CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> The caveman in your portfolio: Why behaviour sabotages returns - Alec Cutler | Orbis Investments The caveman in your portfolio: Why behaviour sabotages returns - Alec Cutler | Orbis Investments Mon, 05 May 2025 19:05:00 GMT 44:24 67eed3ba7401961729f5611a false https://shows.acast.com/basis-points/episodes/alec-cutler-orbis-investments 67eed3ba7401961729f5611a 67bbf55519249d0c1a4bb224 alec-cutler-orbis-investments full 1 10 Investing is as much behavioural as it is academic. Some of the smartest investors and advisers have found themselves undone as they lose their mind in the noise of markets. Today's guest wants us to take a deep breath, recognise our cognitive biases and focus on the principles of good long-term investing.


Today we're joined by Alec Cutler, Director at Orbis Investments and manager of the Orbis Global Balanced Fund.


We speak to Alec about:

  • Why good investors often underperform the market
  • The most common cognitive biases he sees
  • How the Orbis Investments team use process to recognise their own biases
  • The risk of being too concentrated in large-cap US stocks
  • What we can all do to improve diversification in our portfolios


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Orbis.


If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


Basis Points is a product of Equity Mates Media. Basis Points is intended solely for industry professionals, financial advisers and wholesale investors. 

 

This podcast is intended for education and entertainment purposes. Any advice is general advice only and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. And if you are unsure, please speak to a financial adviser. There are risks with any investments, including one in the Orbis funds. Past performance is not a reliable indicator of future performance and the value of any investment in an Orbis fund is not guaranteed.

 

This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This podcast does not prohibit the Orbis funds from dealing in the securities before or after this is published.

 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Investing is as much behavioural as it is academic. Some of the smartest investors and advisers have found themselves undone as they lose their mind in the noise of markets. Today's guest wants us to take a deep breath, recognise our cognitive biases and focus on the principles of good long-term investing.


Today we're joined by Alec Cutler, Director at Orbis Investments and manager of the Orbis Global Balanced Fund.


We speak to Alec about:

  • Why good investors often underperform the market
  • The most common cognitive biases he sees
  • How the Orbis Investments team use process to recognise their own biases
  • The risk of being too concentrated in large-cap US stocks
  • What we can all do to improve diversification in our portfolios


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Orbis.


If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


Basis Points is a product of Equity Mates Media. Basis Points is intended solely for industry professionals, financial advisers and wholesale investors. 

 

This podcast is intended for education and entertainment purposes. Any advice is general advice only and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. And if you are unsure, please speak to a financial adviser. There are risks with any investments, including one in the Orbis funds. Past performance is not a reliable indicator of future performance and the value of any investment in an Orbis fund is not guaranteed.

 

This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This podcast does not prohibit the Orbis funds from dealing in the securities before or after this is published.

 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> What to look for in an asset consultant - Angela Ashton | Evergreen What to look for in an asset consultant - Angela Ashton | Evergreen Mon, 21 Apr 2025 19:05:00 GMT 36:49 67eaf22502e789100f149774 false https://shows.acast.com/basis-points/episodes/angela-ashton-evergreen-consultants 67eaf22502e789100f149774 67bbf55519249d0c1a4bb224 angela-ashton-evergreen-consultants full 1 9 Asset consultants have been a huge rise in prominence alongside the rise of SMAs. One person who has been on the forefront of this movement has been Angela Ashton, cofounder of Evergreen Consultants.


Today we're joined by Angela to unpack:

  • Best practice for advice firms working with asset consultants
  • How to find the right consultant for your business
  • Angela's bedrock rules of portfolio construction
  • A process to assess fund managers
  • Common mistakes made when setting up SMAs
  • Where Angela sees advice industry going


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


  • Legislated CPD Area(s): Technical Competence
  • Knowledge Requirement(s): Managed Investments


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Asset consultants have been a huge rise in prominence alongside the rise of SMAs. One person who has been on the forefront of this movement has been Angela Ashton, cofounder of Evergreen Consultants.


Today we're joined by Angela to unpack:

  • Best practice for advice firms working with asset consultants
  • How to find the right consultant for your business
  • Angela's bedrock rules of portfolio construction
  • A process to assess fund managers
  • Common mistakes made when setting up SMAs
  • Where Angela sees advice industry going


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


  • Legislated CPD Area(s): Technical Competence
  • Knowledge Requirement(s): Managed Investments


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Macro outlook, where to for rates & why now for bonds - Rob Mead | PIMCO]]> Mon, 07 Apr 2025 19:05:00 GMT 34:25 67ea0534e270d6e03612ebd5 false https://shows.acast.com/basis-points/episodes/rob-mead-pimco 67ea0534e270d6e03612ebd5 67bbf55519249d0c1a4bb224 rob-mead-pimco full 1 8 Today we're joined by Rob Mead, Managing Director and co-Head of Asia-Pacific Portfolio Management at PIMCO.


PIMCO is one of the world's largest investment managers, managing trillions of dollars in fixed-income securities for clients. So they are well placed to give us a sense of the economy and where that may lead markets and rates for the rest of 2025.


Today we speak to Rob about:

  • The state of the economy in both Australia and the US
  • PIMCO's view on where rates will go from here in both Australia and the US
  • Why many advisers are underweight bonds and the risks that may cause in client portfolios


This episode was recorded on March 27th 2025.


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by PIMCO.


If you would like to learn more about PIMCO and their Cboe-listed ETFs, head to: https://www.pimco.com/au/en


Thank you to PIMCO for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Today we're joined by Rob Mead, Managing Director and co-Head of Asia-Pacific Portfolio Management at PIMCO.


PIMCO is one of the world's largest investment managers, managing trillions of dollars in fixed-income securities for clients. So they are well placed to give us a sense of the economy and where that may lead markets and rates for the rest of 2025.


Today we speak to Rob about:

  • The state of the economy in both Australia and the US
  • PIMCO's view on where rates will go from here in both Australia and the US
  • Why many advisers are underweight bonds and the risks that may cause in client portfolios


This episode was recorded on March 27th 2025.


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by PIMCO.


If you would like to learn more about PIMCO and their Cboe-listed ETFs, head to: https://www.pimco.com/au/en


Thank you to PIMCO for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Overweight Alibaba, underweight Nvidia: Playing the expectations game with Matt Wacher | Morningstar Overweight Alibaba, underweight Nvidia: Playing the expectations game with Matt Wacher | Morningstar Mon, 24 Mar 2025 18:05:00 GMT 36:55 67d35564901b9ce97ff30515 false https://shows.acast.com/basis-points/episodes/basis-points-ep07-morningstar 67d35564901b9ce97ff30515 67bbf55519249d0c1a4bb224 basis-points-ep07-morningstar full 1 7 Investing is an expectations game, and today’s guest wants to help you get the probabilities in your favour


Today we're joined by Matt Wacher, Chief Investment Officer for Asia-Pacific at Morningstar.


In our conversation, we cover:

  • Why investing should be thought of as an expectations game
  • How we can identify the expectations investors have for different companies and markets
  • Why Matt likes finding the lowest bars to jump over
  • Examples of this approach: How it helped Matt and his team identify Alibaba's turnaround and avoid Nvidia's fall
  • Another company that Matt thinks the market has overreacted to and is set up for a turnaround


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


  • Legislated CPD Area(s): Technical Competence
  • Knowledge Requirement(s): Managed Investments


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Investing is an expectations game, and today’s guest wants to help you get the probabilities in your favour


Today we're joined by Matt Wacher, Chief Investment Officer for Asia-Pacific at Morningstar.


In our conversation, we cover:

  • Why investing should be thought of as an expectations game
  • How we can identify the expectations investors have for different companies and markets
  • Why Matt likes finding the lowest bars to jump over
  • Examples of this approach: How it helped Matt and his team identify Alibaba's turnaround and avoid Nvidia's fall
  • Another company that Matt thinks the market has overreacted to and is set up for a turnaround


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


  • Legislated CPD Area(s): Technical Competence
  • Knowledge Requirement(s): Managed Investments


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Don't blow up your client's money with Charlie Viola | Viola Private Wealth]]> Mon, 10 Mar 2025 18:00:00 GMT 50:44 67ca79ad22c74795c32f1b96 false https://shows.acast.com/basis-points/episodes/dont-blow-up-your-clients-money-with-charlie-viola-viola-pri 67ca79ad22c74795c32f1b96 67bbf55519249d0c1a4bb224 dont-blow-up-your-clients-money-with-charlie-viola-viola-pri full 1 1 Basis Points has launched! And what a big episode to kick off with.


Today we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola.


In a wide-ranging conversation, we speak to Charlie about:

  • Going out on his own and launching Viola Private Wealth
  • His foundational principles of portfolio construction
  • Best practice for educating clients and bringing them on the journey
  • How the Viola team assess emerging asset classes


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Basis Points has launched! And what a big episode to kick off with.


Today we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola.


In a wide-ranging conversation, we speak to Charlie about:

  • Going out on his own and launching Viola Private Wealth
  • His foundational principles of portfolio construction
  • Best practice for educating clients and bringing them on the journey
  • How the Viola team assess emerging asset classes


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[We're entering a stock pickers market with Eric Marais | Orbis Investments]]> Mon, 10 Mar 2025 18:00:00 GMT 50:26 67ca79ec77bd291124baddd0 false https://shows.acast.com/basis-points/episodes/were-entering-a-stock-pickers-market-with-eric-marais-orbis 67ca79ec77bd291124baddd0 67bbf55519249d0c1a4bb224 were-entering-a-stock-pickers-market-with-eric-marais-orbis full 1 2 The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing.


Today we're joined by Eric Marais, Investment Specialist at Orbis.


We speak to Eric about:

  • The case for reducing exposure to US Big Tech
  • Some counterintuitive ideas that form the basis of Orbis' philosophy
  • Why Eric believes animal spirits are back
  • How we could be entering a stock pickers market
  • Two stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY)


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Orbis.


If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


Basis Points is a product of Equity Mates Media. Basis Points is intended solely for industry professionals, financial advisers and wholesale investors. 

 

This podcast is intended for education and entertainment purposes. Any advice is general advice only and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. And if you are unsure, please speak to a financial adviser. There are risks with any investments, including one in the Orbis funds. Past performance is not a reliable indicator of future performance and the value of any investment in an Orbis fund is not guaranteed.

 

This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This podcast does not prohibit the Orbis funds from dealing in the securities before or after this is published.

 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing.


Today we're joined by Eric Marais, Investment Specialist at Orbis.


We speak to Eric about:

  • The case for reducing exposure to US Big Tech
  • Some counterintuitive ideas that form the basis of Orbis' philosophy
  • Why Eric believes animal spirits are back
  • How we could be entering a stock pickers market
  • Two stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY)


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Orbis.


If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.


Thank you to Orbis for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


Basis Points is a product of Equity Mates Media. Basis Points is intended solely for industry professionals, financial advisers and wholesale investors. 

 

This podcast is intended for education and entertainment purposes. Any advice is general advice only and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. And if you are unsure, please speak to a financial adviser. There are risks with any investments, including one in the Orbis funds. Past performance is not a reliable indicator of future performance and the value of any investment in an Orbis fund is not guaranteed.

 

This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This podcast does not prohibit the Orbis funds from dealing in the securities before or after this is published.

 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth]]> Mon, 10 Mar 2025 18:00:00 GMT 39:30 67ca831e77bd291124bc4cfe false https://shows.acast.com/basis-points/episodes/what-youre-getting-wrong-about-diversification-with-adam-bar 67ca831e77bd291124bc4cfe 67bbf55519249d0c1a4bb224 what-youre-getting-wrong-about-diversification-with-adam-bar full 1 3 Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.


Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth.


In this episode we focus on:

  • Apt Wealth's investment philosophy and rules of portfolio construction
  • Where Adam believes many advisers are getting diversification wrong
  • How the investment team at Apt Wealth assess fund managers
  • Adam's 5 P's of investing
  • The emerging asset classes that Adam is seeing more of in Australia


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.


Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth.


In this episode we focus on:

  • Apt Wealth's investment philosophy and rules of portfolio construction
  • Where Adam believes many advisers are getting diversification wrong
  • How the investment team at Apt Wealth assess fund managers
  • Adam's 5 P's of investing
  • The emerging asset classes that Adam is seeing more of in Australia


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[There's more to life than the Magnificent Seven with Alexander Whight | Milford ]]> Mon, 10 Mar 2025 18:00:00 GMT 37:20 67ca846abaaeff02dccfc80b false https://shows.acast.com/basis-points/episodes/theres-more-to-life-than-the-magnificent-seven-with-alexande 67ca846abaaeff02dccfc80b 67bbf55519249d0c1a4bb224 theres-more-to-life-than-the-magnificent-seven-with-alexande full 1 4 The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.


Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.


We speak to Alexander about:

  • Separating the signal from the noise is such a noisy market
  • Alexander's investment process at Milford: from uncovering new ideas, research to investing
  • The best uses of AI tools for stock research
  • Two companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Milford.


If you’d like to find out more about what Milford can do for your clients, check out milfordasset.com.au.


To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford’ in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.


Thank you to Milford for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.


Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.


We speak to Alexander about:

  • Separating the signal from the noise is such a noisy market
  • Alexander's investment process at Milford: from uncovering new ideas, research to investing
  • The best uses of AI tools for stock research
  • Two companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Milford.


If you’d like to find out more about what Milford can do for your clients, check out milfordasset.com.au.


To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford’ in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.


Thank you to Milford for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth Mon, 10 Mar 2025 18:00:00 GMT 38:21 67ca8529ffae9c0f4e41e074 false https://shows.acast.com/basis-points/episodes/entering-the-golden-age-of-financial-advice-with-andrew 67ca8529ffae9c0f4e41e074 67bbf55519249d0c1a4bb224 entering-the-golden-age-of-financial-advice-with-andrew full 1 5 Are we entering a golden age of financial advice? This adviser certainly thinks so.


Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth.


In our conversation, we cover:

  • The biggest changes in the advice landscape over the past 20 years
  • Why Hewison Private Wealth uses IMAs over SMAs and model portfolios
  • The best uses of AI Andrew has seen across the advice industry
  • The operations of Hewison Private Wealth's in-house investment committee


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> Are we entering a golden age of financial advice? This adviser certainly thinks so.


Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth.


In our conversation, we cover:

  • The biggest changes in the advice landscape over the past 20 years
  • Why Hewison Private Wealth uses IMAs over SMAs and model portfolios
  • The best uses of AI Andrew has seen across the advice industry
  • The operations of Hewison Private Wealth's in-house investment committee


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


Basis Points would not be possible without the support of our three launch partners:


Thank you to all three partners for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia]]> Mon, 10 Mar 2025 18:00:00 GMT 44:11 67ca86748c2cf351b18a1777 false https://shows.acast.com/basis-points/episodes/up-4x-since-2019-where-to-next-for-etfs-with-emma-quinn-and- 67ca86748c2cf351b18a1777 67bbf55519249d0c1a4bb224 up-4x-since-2019-where-to-next-for-etfs-with-emma-quinn-and- full 1 6 Today we're joined by two guests from Cboe Australia: Emma Quinn (President, Cboe Australia) and Oran D'Arcy (Head of Listings, APAC)


We speak to Emma and Oran about:

  • Cboe Australia's role in Australia's financial markets
  • The rise of ETFs and where Australians are investing
  • The trends Cboe have witnessed overseas that they're seeing come to Australia.


----------


CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


----------


This episode has been sponsored by Cboe Australia.


If you would like to learn more about Cboe Australia and subscribe to their monthly Australian ETF Report, head to: cboe.com/fundsreport


Thank you to Cboe Australia for helping us keep all of our content free and accessible.


----------


Want more Basis Points?


----------


In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


----------


Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.


----------


Cboe Australia is the holder of an Australian Markets Licence to operate a financial market in Australia. This information is provided for informational purposes only. It does not take into account the particular investment objectives, financial situation, or needs of any individual or entity. Under no circumstances is it to be used as a basis for, or considered as an offer to, become a participant of or trade on Cboe Australia or undertake any other activity or purchase or sell any security, or as a solicitation or recommendation of the purchase, sale, or offer to purchase or sell any security.

Hosted on Acast. See acast.com/privacy for more information.

]]> Today we're joined by two guests from Cboe Australia: Emma Quinn (President, Cboe Australia) and Oran D'Arcy (Head of Listings, APAC)


We speak to Emma and Oran about:

  • Cboe Australia's role in Australia's financial markets
  • The rise of ETFs and where Australians are investing
  • The trends Cboe have witnessed overseas that they're seeing come to Australia.


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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


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This episode has been sponsored by Cboe Australia.


If you would like to learn more about Cboe Australia and subscribe to their monthly Australian ETF Report, head to: cboe.com/fundsreport


Thank you to Cboe Australia for helping us keep all of our content free and accessible.


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Want more Basis Points?


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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


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Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.


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Cboe Australia is the holder of an Australian Markets Licence to operate a financial market in Australia. This information is provided for informational purposes only. It does not take into account the particular investment objectives, financial situation, or needs of any individual or entity. Under no circumstances is it to be used as a basis for, or considered as an offer to, become a participant of or trade on Cboe Australia or undertake any other activity or purchase or sell any security, or as a solicitation or recommendation of the purchase, sale, or offer to purchase or sell any security.

Hosted on Acast. See acast.com/privacy for more information.

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Hosted on Acast. See acast.com/privacy for more information.

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