Basis Points

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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.

4 دن پہلے · ویڈیو

Dollar Cost Ravaging: Why retirement flips the rules of investing

What if the strategy that built your clients' wealth is the same one quietly destroying it in retirement? A new report from Milford; When Timing Becomes the Biggest Risk in Retirement, suggests that retirement fundamentally changes the maths of investing- including Dollar Cost Averaging. Ally sits down with Regan van Berlo, Australian Country Manager at Milford, to hear how the report affects the way advisers prepare their clients for retirement. Chapters: 00:00:00 Why Retirement Changes Portfolio Construction 03:38 Advising Clients 15 to 20 Years Earlier 00:07:04 Managing Sequencing Risk and Drawdowns 00:10:15 Choosing Better Retirement Portfolio Metrics 00:12:25 Building Retirement Portfolios That Last 00:18:02 Practical Advice for Retirement Conversations ——— 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. 0.25 Total Hours Knowledge Requirements: Retirement (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour) ——— This episode has been sponsored by Milford. Visit Milford’s website to find out more about their funds and download their latest Orange Paper ‘When timing becomes the biggest risk in retirement’ here. Thanks to Milford for helping us keep our content free. https://milfordasset.com.au/orange-paper-when-timing-becomes-the-biggest-risk-in-retirement/ ——— 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.

18 منٹ
23 جون · ویڈیو

Are you swimming with sharks? What advisers get wrong about private markets

The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all. When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them. Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class. Chapters: 00:00:00 Introduction 00:01:36 Advice Industry Trends 00:06:30 Building An OCIO Business 00:08:05 Market Noise And Staying Invested 00:09:42 Private Credit Reality Check 00:14:45 Private Markets Are Hard 00:17:58 Tax Changes And Portfolio Construction 00:20:44 Infrastructure’s AI Tailwind 00:23:05 What Jacqueline Avoids 00:27:31 How To Assess Managers 00:30:52 The AI CapEx Chart Want to see this weeks chart? Subscribe to the Basis Points newsletter. You’ll get exclusive insights from each episode, plus detailed analysis of each chart. ——— 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: Financial Planning (0.25 hour), Managed Investments (0.25 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.

34 منٹ
16 جون · ویڈیو

Morgan Stanley’s asset allocation playbook for the next 5 years

Welcome to 2026, where bonds no longer diversify stocks, volatility remains elevated and inflation isn't going anywhere. So how should advisers and their client portfolio’s respond? Morgan Stanley Wealth Management Australia Head of Investment Strategy and Solutions, Alexandre Ventelon, believes in this new market regime, advisers must brace for more volatility and “diversify their diversifiers”. Captured at the annual Morgan Stanley Australia summit last week, this conversation covers: Best Practices in APL review processes.Common mistakes advisers make during manager selection.Limitations of traditional 60/40 portfolios.Diversification benefits of alternatives. Chapters: 00:00:00 Introduction 00:01:55 Smarter Fund Selection 00:07:00 What Drives Returns? 00:11:53 The AI CapEx Boom 00:14:09 Diversify Your Diversifiers 00:18:19 Why Underweight Australia 00:23:49 Earnings Over Valuations 00:24:38 Picking Alternative Managers 00:27:26 Private Markets Under Pressure 00:30:16 The Most Important Chart Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry Sign up to the Basis Points email ——— 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. 0.50 Total Hours Knowledge Requirements: Alternative Assets (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Watch all episodes in full and relive some of our favourite clips on YouTube Sign up to the Basis Points email Join the conversation on LinkedIn ——— 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 منٹ
9 جون · ویڈیو

Gerard Minack: 10 charts that expose what investors are getting wrong

These 10 charts will challenge your thinking on AI and economic growth. Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets. From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo. This episode was recorded on 26th May 2026 Chapters: 00:00:00 Introduction & 10 Charts 00:02:01 AI Earnings Bubble 00:06:22 The AI Revenue Problem 00:13:02 Following The AI Money 00:20:37 Has US Leadership Peaked? 00:27:07 America's Earnings Bubble 00:31:44 Strait Of Hormuz Risk 00:37:19 Oil Shock Recession Threat 00:41:58 Why The Fed Won't Cut 00:44:31 The Bull Case For Japan 00:49:36 Closing Thoughts Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry ——— 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. 0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.50 hour) ——— Want more Basis Points? Watch all episodes in full and relive some of our favourite clips on YouTube Sign up to the Basis Points email Join the conversation on LinkedIn ——— 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.

50 منٹ
2 جون · ویڈیو

The dirty secret behind ESG funds (and how the experts spot a fake)

Want to learn how to sniff out red flags and greenwashing from a mile away? Australian Ethical’s Chief Impact & Ethics Officer Alison George has spent 20 years crafting her nose for it. In this episode she shares her Green and Red flags for choosing ESG funds plus the questions advisers can ask to cut through the greenwashing spin. She also tackles why the ethical investment industry needs to communicate better with investors - and whether you'll get better bang for your buck backing a transitioning fossil fuel giant over a tiny wind farm. Chapters: 00:00:00 Ethical Investing Under Fire 00:02:10 ESG After The Boom 00:08:12 When Ethics Trigger Divestment 00:11:54 Spotting Genuine ESG Funds 00:13:30 Backing Real Climate Winners 00:16:34 Advisers And Client Values 00:20:26 Climate Risk And Greenwashing 00:23:36 Pay-To-Play ESG Concerns 00:24:51 Risks Shaping The Future 00:27:18 Why Inequality Connects Everything 📈 Stocks and ETFs Mentioned: National Australia Bank (ASX: NAB) WiseTech (ASX: WTC) Lendlease (ASX: LLC) Links Mentioned: Register for early bird finfest tickets here - http://equitymates.com/finfest-industry ——— 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: Fixed Interest (0.25 hour) and Managed Investments (0.25 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.

26 منٹ
26 مئی · ویڈیو

J.P. Morgan warns: Overvalued USD, loose policy & real private credit risk

Is the 60/40 portfolio dead? What do Big Macs and Negronis have in common? Do bonds still diversify stocks? In this episode Andrew Norelli Managing Director at J.P. Morgan Asset Management, unpacks the macro forces driving markets and some of the "big bad risks" investors need to be aware of. Andrew was brutally honest about the world's economic future. Host Ally left this conversation reeling from his fresh takes- you won't want to miss this one. Chapters: 00:00:00 Episode Introduction 00:01:33 The Negroni Dollar Index 00:05:32 Fed Policy Gets Political 00:09:24 Why Wars Boost Economies 00:11:41 Are Bonds Still Diversifiers? 00:12:29 When Bonds Fail Investors 00:17:46 Private Credit Bubble Risks 00:19:46 Agentic AI Changes Everything 00:22:36 Best Fixed Income Opportunities 00:25:51 Is Australian Credit Attractive? 00:29:07 AI’s Productivity Explosion 00:31:59 The Entrepreneurship Boom 📈 Stocks and ETFs Mentioned: JPMorgan Income Hedged Active ETF (CBOE: JPIE) Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry ——— 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: Fixed Interest (0.25 hour) and Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Cboe. The JPMorgan Asset Management Income Hedged Active ETF is listed on Cboe ticker JPIE. To find out more about J.P. Morgan Asset Management’s funds listed on Cboe head here ——— 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.

33 منٹ
19 مئی · ویڈیو

The 4-step playbook for investing in a world of surging debt

While the world fixates on geopolitical headlines, there is one risk today’s guest believes investors have become complacent about. One that isn’t making headlines. There are significant levels of debt in the financial system, whether that’s at the consumer level, corporate level, or within governments. Chad Padowitz, the Co-Chief Investment Officer at Talaria Capital, believes ballooning global debt has massive implications for inflation, interest rates, and how we invest. In this episode: 00:00 Market Outlook And Key Risks 02:11 Debt Pressures Reshaping Markets 04:07 Inflation Threats And Policy Risks 06:52 Dollar Weakness And FX Trends 10:59 Equity Opportunities Beyond Mega Caps 13:35 AI Hype And Valuation Risks 16:49 Finding Value In Uncertain Markets 22:31 Knowing When To Exit Positions 25:32 Growth Stocks Under Pressure 29:37 Using Options To Manage Risk 34:31 Why Income Still Matters 37:22 Debt Challenges And Policy Limits 40:42 Building Resilient Client Portfolios 📈 Stocks and ETFs Mentioned: Talaria Global Equity Fund Complex ETF (ASX: TLRA) Talaria Global Equity Hedged Fund Complex ETF (ASX: TLRH) Ferrari N.V. (NYSE: RACE) Everest Group Ltd. (NYSE: EG) Bunzl plc (LSE: BNZL) Johnson & Johnson (NYSE: JNJ) CF Industries Holdings, Inc. (NYSE: CF) NVIDIA Corporation (NASDAQ: NVDA) The Coca-Cola Company (NYSE: KO) Apple Inc. (NASDAQ: AAPL) Come join us at the Finfest adviser day event! Register for early bird tickets here - http://equitymates.com/finfest-industry ——— 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. 0.75 Total Hours Knowledge Requirements: Managed Investments (0.75 hour) Legislated CPD Area: Technical Competence (0.75 hour) ——— This episode has been sponsored by Cboe. To find out more about Talaria’s Global Equity Fund Complex ETF (Cboe: TLRA) & Global Equity Fund Currency Hedged Complex ETF (Cboe: TLRH) head to https://www.talariacapital.com.au/ ——— 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.

42 منٹ
12 مئی · ویڈیو

Lessons from David Swensen: Equity bias, alignment of interest & why boring is beautiful

Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one of the greatest long-term track records in history. Today’s guest is one of them. Anacacia Capital’s Jeremy Samuel, shares the lessons that shaped his approach across two decades of managing private and public markets. Chapters: 00:00 Introduction 01:22 Lessons from Yale Model 04:38 Equity Market Trends 08:58 IPOs & Liquidity Shifts 12:45 Boring but Beautiful Businesses 18:00 Active vs Activist Approach 21:02 Valuations & Risk Strategy 24:36 Active vs Passive Debate ——— 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 Anacacia Capital. To find out more about Anacacia or their funds head to https://www.anacacia.com.au Thanks to Anacacia Capital for helping us keep all our content on Basis Points, free. ——— 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.

27 منٹ

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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.

02/03/2025

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3 منٹ