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.
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:
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CPD Points: This episode is in the process of being accredited for CPD points by the Financial Advice Association of Australia (FAAA). Visit our website in the coming days to complete the quiz and 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
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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.
Hosted on Acast. See acast.com/privacy for more information.
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.
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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.
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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.
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Want more Basis Points?
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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.
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 loosing 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:
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CPD Points: This episode is still being accredited for CPD points by the Financial Advice Association of Australia (FAAA). Check back in a few days to complete the quiz and claim your points. Or email contact@equitymates.com with subject line "CPD Owen Rask" and to be sent the quiz once available.
——
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.
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:
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CPD Points: This episode is currently being accredited for CPD points by the Financial Advice Association of Australia (FAAA). Check back on this page to complete the quiz below to claim your points.
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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.
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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.
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:
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CPD Points: This episode is currently being accredited for CPD points by the Financial Advice Association of Australia (FAAA). Check back on this page to complete the quiz below 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.
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.
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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.
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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.
———-
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:
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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
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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.
———-
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:
If you would like to find out more about the work of Third Link, check out their website: https://www.thirdlink.com.au/
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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?
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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.
----------
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:
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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.
"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:
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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 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?
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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.
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 that its beginning?
That is the question we wanted to unpack with Mugunthan. Today we cover:
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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 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?
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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.
----------
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:
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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.
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:
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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.
----------
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:
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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.
----------
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:
----------
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.
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:
----------
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.
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:
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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.
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:
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CPD Points: This episode is currently being accredited for CPD points by the Financial Advice Association of Australia (FAAA).
This is expected by the 21st of May.
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 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:
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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 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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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.
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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:
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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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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.