Basis Points

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 growthEurope’s policy pivot and Japan’s inflation comebackThe emerging markets getting Cameron most excitedCurrency hedging strategies and portfolio positioning for 2026Chapters:00:00:00 The Case For Looking Beyond The US00:04:07 Why 2025 Rewarded Ex US Positioning00:08:24 When Currency Moves Drive Real Returns00:10:48 The Macro Setup Heading Into 202600:16:20 Japan’s Turn From Laggard To Leader00:22:01 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 HoursASIC Knowledge Requirements: Securities (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)———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.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 Risk00:05:45 – Understanding Today’s Narrow Market00:09:01 – Benchmarking And Concentration Exposure00:14:15 – Defining Diversification Across Scenarios00:18:52 – Broadening AI Exposure Beyond The US00:22:11 – 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 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.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 compoundersTimestamps: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 ETFThank you to Cboe APAC 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.

“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 - Intro02:40 - Scaling The Right Way08:30 - Systems that Free Adviser Time12:00 - Automations and AI16:05 - Culture That Drives Client Care19:33 - Design Processes Around Relationships 22:32 - Personalised Portfolios at Scale 26:35 - Evalesco's Investment Philosophy32:52 - Guiding Clients Through Turbulence35:27 - Client Communication That Works40:14 - 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 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.  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.Timestamps00:30 – Macroeconomic update: Australian resilience, household confidence, inflation risks03:44 – RBA’s dual mandate and future interest rate trajectory05:48 – The evolution and scale of Australia’s corporate bond market10:54 – Key sectors and issuers shaping the bond market13:44 – The future of offshore corporates issuing in Australia15:19 – Australia’s fiscal position and attractiveness to global investors18:09 – AI infrastructure boom and implications for credit markets29:52 – Practical takeaways for advisers on incorporating fixed incomeThank 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 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. 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 returnsUnpacking the illusions of private marketsBehind Auscap’s outperformance since 2012Tim's Checklist for building a strong Quality filterWhere 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.

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?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. 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 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.

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?Sign up to the Basis Points emailJoin the conversation on LinkedInIn 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 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.

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?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.

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 movementsWe 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?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and 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.

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 businessesHow the advice landscape has changed over his careerThe hallmarks of the best advice businessesIn Chris' opinion: what makes a great manager?What he's looking for when he starts assessing a new managerHow he builds portfolios of managersIf 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: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.

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 todayHow that approach has changed over timeManaging 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 onWhere Ben is seeing opportunity todayWhy 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: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.

"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 pastWhat the longer span of history actually teaches usWhy today's market is "speculative, unbalanced and risky"How we can build decision making processes to make better decisionsA 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?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.

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.----------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?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.

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.

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.

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.

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. ----------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.