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.
The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue
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:
How much India has...Beating the market in a time of hyper-disruption - Alex Pollak | Loftus Peak
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:
...Alternative assets have killed the 60/40 portfolio - Felicity Walsh | Franklin Templeton
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...AI is changing advice forever - Kunal Kapoor | Morningstar
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...Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management
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 "...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...Three small caps with big potential - Roland Houghton | Milford
Navigating the sea of opportunities in Australian small caps is always a challenge. While the Australian Small Ordinaries index has averaged 6% p.a. for the past 10 years, there have been some huge winners that have emerged from the sea of unprofitable companies, mining explorers and companies trying to figure it out.
Today we are joined by Roland Houghton, Co-Portfolio Manager of the Milford Dynamic Small Companies Fund, to help us understand how to find winners in the smaller part of the market.
In today's episode of Basis Points we unpack:
Roland's investment...Why this fund manager is betting BIG on the UK - Stephen Arnold | Aoris
The majority of investors are underweight the UK. The country has struggled through a decade of slow economic growth as it manages the legacy of Brexit and the FTSE 100 is full of companies that are seen as "ex-growth" or "old economy".
Which is why we were surprised to hear that Stephen Arnold of Aoris Investment Management is overweight the UK, with 5 of his 14 positions coming from this overlooked market.
So on today's episode of Basis Points we are joined by Stephen to unpack his thinking:
What investors get wrong about the UK...The caveman in your portfolio: Why behaviour sabotages returns - Alec Cutler | Orbis Investments
Investing is as much behavioural as it is academic. Some of the smartest investors and advisers have found themselves undone as they lose their mind in the noise of markets. Today's guest wants us to take a deep breath, recognise our cognitive biases and focus on the principles of good long-term investing.
Today we're joined by Alec Cutler, Director at Orbis Investments and manager of the Orbis Global Balanced Fund.
We speak to Alec about:
Why good investors often underperform the marketThe most common cognitive biases he seesHow the Orbis Investments team...What to look for in an asset consultant - Angela Ashton | Evergreen
Asset consultants have been a huge rise in prominence alongside the rise of SMAs. One person who has been on the forefront of this movement has been Angela Ashton, cofounder of Evergreen Consultants.
Today we're joined by Angela to unpack:
Best practice for advice firms working with asset consultantsHow to find the right consultant for your businessAngela's bedrock rules of portfolio constructionA process to assess fund managersCommon mistakes made when setting up SMAsWhere Angela sees advice industry going----------
CPD Points: This episode has been accredited for CPD...
Macro outlook, where to for rates & why now for bonds - Rob Mead | PIMCO
Today we're joined by Rob Mead, Managing Director and co-Head of Asia-Pacific Portfolio Management at PIMCO.
PIMCO is one of the world's largest investment managers, managing trillions of dollars in fixed-income securities for clients. So they are well placed to give us a sense of the economy and where that may lead markets and rates for the rest of 2025.
Today we speak to Rob about:
The state of the economy in both Australia and the USPIMCO's view on where rates will go from here in both Australia and the USWhy many advisers...Overweight Alibaba, underweight Nvidia: Playing the expectations game with Matt Wacher | Morningstar
Investing is an expectations game, and today’s guest wants to help you get the probabilities in your favour
Today we're joined by Matt Wacher, Chief Investment Officer for Asia-Pacific at Morningstar.
In our conversation, we cover:
Why investing should be thought of as an expectations gameHow we can identify the expectations investors have for different companies and marketsWhy Matt likes finding the lowest bars to jump overExamples of this approach: How it helped Matt and his team identify Alibaba's turnaround and avoid Nvidia's fallAnother company that Matt thinks the market has ov...Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia
Today we're joined by two guests from Cboe Australia: Emma Quinn (President, Cboe Australia) and Oran D'Arcy (Head of Listings, APAC)
We speak to Emma and Oran about:
Cboe Australia's role in Australia's financial marketsThe rise of ETFs and where Australians are investingThe trends Cboe have witnessed overseas that they're seeing come to Australia.----------
CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you...
Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth
Are we entering a golden age of financial advice? This adviser certainly thinks so.
Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth.
In our conversation, we cover:
The biggest changes in the advice landscape over the past 20 yearsWhy Hewison Private Wealth uses IMAs over SMAs and model portfoliosThe best uses of AI Andrew has seen across the advice industryThe operations of Hewison Private Wealth's in-house investment committee----------
CPD Points: This episode has been accredited for CPD points by the...
There's more to life than the Magnificent Seven with Alexander Whight | Milford
The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.
Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.
We speak to Alexander about:
Separating the signal from the noise is such a noisy marketAlexander's investment process at Milford: from uncovering new ideas, research to investingThe best uses of AI tools...What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth
Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.
Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth.
In this episode we focus on:
Apt Wealth's investment philosophy and rules of portfolio constructionWhere Adam believes many advisers are getting diversification wrongHow the investment team at Apt Wealth assess fund managersAdam's 5 P's of investingThe emerging asset classes that Adam is seeing more of in Australia----------
CPD Points: This episode has been accredited...
We're entering a stock pickers market with Eric Marais | Orbis Investments
The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing.
Today we're joined by Eric Marais, Investment Specialist at Orbis.
We speak to Eric about:
The case for reducing exposure to US Big TechSome counterintuitive ideas that form the basis of Orbis' philosophyWhy Eric believes animal spirits are backHow we could be entering a...Don't blow up your client's money with Charlie Viola | Viola Private Wealth
Basis Points has launched! And what a big episode to kick off with.
Today we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola.
In a wide-ranging conversation, we speak to Charlie about:
Going out on his own and launching Viola Private WealthHis foundational principles of portfolio constructionBest practice for educating clients and bringing them on the journeyHow the Viola team assess emerging asset classes----------
CPD Points...
Introducing: Basis Points by Equity Mates
We're excited to share our latest podcast: Basis Points by Equity Mates
Hosted on Acast. See acast.com/privacy for more information.
