Basis Points

Equity Mates Media
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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.

  1. 1 T SITTEN

    What a commodity supercycle would mean for Australia - Greg Cassidy | Milford

    Commodity markets are back in focus. Gold has more than doubled in recent years. Lithium has flipped from surplus to deficit and iron ore continues to quietly underpin the Australian economy. So, is this the start of something bigger, like a commodity super-cycle? In this episode, we’re joined by Greg Cassidy, Senior Analyst at Milford, to unpack the forces driving the global resource rally and what it means for adviser portfolios. We cover: The three macro forces behind the surge: deglobalisation, decarbonisation and AI.The outlook for LNG.Why iron ore still matters most for Australia’s budget and equity index.Greg’s key takeaway for advisers: why “you should own resources” and how to think about active vs passive exposure in a volatile sector. Chapters: 00:00:00 Introduction 00:04:10 Three Drivers Of The Rally 00:09:05 Supply Constraints And M&A Activity 00:11:04 Australia In The US China Split 00:14:13 Gold And Real Assets 00:16:18 Commodities To Watch Now 00:18:23 Copper’s Structural Deficit 00:20:10 Lithium Volatility Explained 00:22:32 LNG Supply And Demand 00:25:34 Australia’s Key Export Exposures 00:29:56 Portfolio Positioning For Advisers 00:33:43 Avoiding Resource Investing Mistakes ——— 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 Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Milford. 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 ——— 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 ——— 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 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.

    37 min

  2. 10.2.

    Why the US underperformed in 2025 - and why it will happen again - Cameron Gleeson

    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 2026 Chapters: 00:00:00 The Case For Looking Beyond The US 00:04:07 Why 2025 Rewarded Ex US Positioning 00:08:24 When Currency Moves Drive Real Returns 00:10:48 The Macro Setup Heading Into 2026 00:16:20 Japan’s Turn From Laggard To Leader 00:22:01 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 Hours ASIC Knowledge Requirements: Securities (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— 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 ——— 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.

    38 min

  3. 3.2.

    The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments

    ”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 Risk 00:05:45 – Understanding Today’s Narrow Market 00:09:01 – Benchmarking And Concentration Exposure 00:14:15 – Defining Diversification Across Scenarios 00:18:52 – Broadening AI Exposure Beyond The US 00:22:11 – 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 email Join the conversation on LinkedIn Watch 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.

    34 min

  4. 09.12.2025

    Graduates, not gambles: How Australia’s best small caps ‘grow up’ - Jovana Gagic | Paradice

    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 compounders Timestamps: 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 ETF 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.

    33 min

  5. 02.12.2025

    Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall

    “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 - Intro 02:40 - Scaling The Right Way 08:30 - Systems that Free Adviser Time 12:00 - Automations and AI 16:05 - Culture That Drives Client Care 19:33 - Design Processes Around Relationships  22:32 - Personalised Portfolios at Scale  26:35 - Evalesco's Investment Philosophy 32:52 - Guiding Clients Through Turbulence 35:27 - Client Communication That Works 40:14 - 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 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.

    47 min

  6. 18.11.2025

    This $800bn market is just getting started - Anthony Ip | Milford

    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. Timestamps 00:30 – Macroeconomic update: Australian resilience, household confidence, inflation risks 03:44 – RBA’s dual mandate and future interest rate trajectory 05:48 – The evolution and scale of Australia’s corporate bond market 10:54 – Key sectors and issuers shaping the bond market 13:44 – The future of offshore corporates issuing in Australia 15:19 – Australia’s fiscal position and attractiveness to global investors 18:09 – AI infrastructure boom and implications for credit markets 29:52 – Practical takeaways for advisers on incorporating fixed income 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 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 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.

    40 min

  7. 03.11.2025

    Private markets are an illusion - Tim Carleton | Auscap Asset Management

    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.

    42 min

  8. 20.10.2025

    The emerging markets blind spot: are you missing the next big opportunity? | Vern du Preez, Orbis Investments

    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.

    32 min
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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.

Tiedot

  • Kanava
    Equity Mates Media
  • Tekijä
    Equity Mates Media
  • Julkaisuvuodet
    2025 - 2026
  • Jaksot
    35
  • Luokitus
    Lapsille sopiva
  • Copyright
    © Equity Mates Media 2025
  • Ohjelman sivusto
    Basis Points

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