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Basis Points
Equity Mates Media
29 episodes
1 week ago

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.

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Investing
Business,
Careers
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All content for Basis Points is the property of Equity Mates Media and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Investing
Business,
Careers
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Reading the bond market's warning signs - Jonathon Costello | Janus Henderson
Basis Points
30 minutes 20 seconds
5 months ago
Reading the bond market's warning signs - Jonathon Costello | Janus Henderson

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


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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 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.


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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.

Basis Points

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.