Episoder
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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 yearsCommon misconceptions from investors outside of IndiaWhere India is on its growth journeyThe importance of population and demographicsTwo 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.
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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.
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Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 acceleratingMaintaining valuation discipline in high-growth parts of the marketBuilding a 'Trump-agnostic' portfolioEmerging technologies that aren't getting enough attention todayA 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:
Orbis Investments - Invest differentlyMilford - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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Manglende episoder?
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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 AustraliaWhy the traditional 60/40 portfolio is outdatedWhat a new portfolio structure could look like - is it 40/30/30?How advisers should navigate between subclasses within alternative assetsEmerging private market asset classesA 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?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 workflowChallenges in adopting AIEvaluating different AI tools and what makes AI useful?Where this technology will go over the next 5-10 yearsThe abundance of choice in private markets and how advisers can navigate itUsing 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?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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) showThe rumours v reality in the US economic storyHow we should prepare for "known unknowns"Building a defensive income sleeve in portfoliosCommon misconceptions about credit marketsHow 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?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 flashingHow many Aussie rate cuts the market is pricing inConcerns 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?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 criteriaHow the process starts with idea generationThen what the Milford team are looking for as they research these ideasHow Milford combine the bottom-up and top-down when building a thesisWhat Milford's macro models are telling us at the momentThen 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.
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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
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Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 marketWhy UK stocks aren't tied to the UK macro storyStephen's philosophy on portfolio construction and his preference for concentrated portfoliosA 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:
Orbis Investments - Invest differentlyMilford - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 marketThe most common cognitive biases he seesHow the Orbis Investments team use process to recognise their own biasesThe risk of being too concentrated in large-cap US stocksWhat 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?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------
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.
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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 consultantsHow to find the right consultant for your businessAngela's bedrock rules of portfolio constructionA process to assess fund managersCommon mistakes made when setting up SMAsWhere 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 CompetenceKnowledge Requirement(s): Managed InvestmentsTo 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:
Orbis Investments - Invest differentlyMilford - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 USPIMCO's view on where rates will go from here in both Australia and the USWhy many advisers are underweight bonds and the risks that may cause in client portfoliosThis episode was recorded on March 27th 2025.
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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.
----------
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?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 gameHow we can identify the expectations investors have for different companies and marketsWhy Matt likes finding the lowest bars to jump overExamples of this approach: How it helped Matt and his team identify Alibaba's turnaround and avoid Nvidia's fallAnother 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 InvestmentsTo 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:
Orbis Investments - Invest differentlyMilford - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 marketsThe rise of ETFs and where Australians are investingThe 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?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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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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 yearsWhy Hewison Private Wealth uses IMAs over SMAs and model portfoliosThe best uses of AI Andrew has seen across the advice industryThe 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:
Orbis - Invest differentlyMilford Asset Management - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 marketAlexander's investment process at Milford: from uncovering new ideas, research to investingThe best uses of AI tools for stock researchTwo 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?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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 constructionWhere Adam believes many advisers are getting diversification wrongHow the investment team at Apt Wealth assess fund managersAdam's 5 P's of investingThe 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:
Orbis - Invest differentlyMilford Asset Management - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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 TechSome counterintuitive ideas that form the basis of Orbis' philosophyWhy Eric believes animal spirits are backHow we could be entering a stock pickers marketTwo 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.
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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.
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Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------
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.
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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 WealthHis foundational principles of portfolio constructionBest practice for educating clients and bringing them on the journeyHow 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.
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Basis Points would not be possible without the support of our three launch partners:
Orbis - Invest differentlyMilford Asset Management - Invested in the outcomeCBOE - local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.
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Want more Basis Points?
Sign up to the Basis Points emailJoin the conversation on LinkedInWatch 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.
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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.
Hosted on Acast. See acast.com/privacy for more information.
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We're excited to share our latest podcast: Basis Points by Equity Mates
Hosted on Acast. See acast.com/privacy for more information.
