Basis Points

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Biweekly

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.

3d ago · Video

Anthropic, OpenAI, SpaceX: Do Advisers Need Private Markets for Growth?

Many of the world's greatest growth businesses are staying private for longer. So, do advisers have to allocate to private markets for growth? Australian Ethical Investment’s Head of Private Markets Adam Roberts certainly thinks so, noting that most businesses listing on public market exchanges are far bigger and more mature than they’ve been in decades. This is because they can raise vast amounts of capital from private market investors like venture capital firms, hedge funds, and endowments - meaning most of their growth happens well before they IPO. Roberts also cites regulatory pressure, shareholder activism, and cost and compliance as the culprits for the shrinking IPO market (particularly for high-growth tech companies). In this interview, Adam takes advisers through some of the opportunities (and world-class managers) Australian Ethical is invested in across private equity, venture capital, private debt, infrastructure and real estate today, as well as why he believes an ethical and impact framework can drive value for clients. Chapters: 00:00 Introduction: Private Markets and Growth 01:13 Why Companies Stay Private Longer 03:28 Retail Access and Investment Risks 05:49 Assessing Private Market Managers 07:52 Credit Risks and Portfolio Diversification 09:52 Where Adam Sees Opportunity 11:42 How Much to Allocate 14:18 Private Markets in a Portfolio 15:29 Sponsor Message 16:27 Renewables, Housing and Infrastructure 21:02 Private Equity and Venture Capital 25:37 Ethical Investing and Adviser Takeaways ——— 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: Alternative Assets (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Australian Ethical. Visit AustralianEthical.com.au to find out more. Please read the PDS and TMD to consider if the product is right for you. Issued by Australian Ethical Investment Limited AFSL 229949 ——— 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.
Oct 27 · Video

Regulators circle managed accounts, but are fears overblown?

As the managed accounts industry matures, regulators are circling. So, are there any bad players, and what should advisers expect as the regulatory environment shifts? To find out, Ally sat down with two “masters of the managed accounts universe,” Jonathan Tolub from Trellia Wealth Partners and Chris Carrodus from Evidentia. They speak to the industry’s rapid growth and tightening regulation following the Shield and First Guardian blow-ups. Plus discuss trustee scrutiny, private credit exposure, conflicts of interest, fee transparency and a possible performance test. Chapters: 00:00 Introduction 01:03 Why SMAs Grew 02:46 ASIC Scrutiny and Due Diligence 05:26 Managing Conflicts of Interest 07:52 Private Credit and Liquidity 12:56 The Performance Test Debate 16:39 Managed Account Consolidation 17:25 Fees and Platform Differences 20:19 Customising Portfolios 25:20 What Advisers Need Now 28:15 The Industry’s Next Five Years 30:01 Bond Yields and Super Transfers ——— 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 (0.50 hour) and Regulatory Environment (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) and Regulatory Compliance & Consumer Protection (0.25 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.
Oct 20 · Video

Robots and ruins: Inside China’s splitting economy

China's economy is splitting in two, and the investment opportunities aren't necessarily where you'd expect. While property investment has plunged and consumer spending has stalled, AI, advanced manufacturing and robotics are booming. Stillpoint Investments' Eric Wong joins Ally Selby to unpack China's K-shaped economy, why some of the most interesting stocks are hiding in struggling sectors, and what Western investors are missing about the world's second-largest economy. Plus, how Chinese manufacturers are navigating US tariffs, why political risk isn't unique to China, and whether China's lead in robotics can last. Chapters: 00:00 China’s Two-Speed Economy 01:37 China’s Economic Outlook 05:43 Is China Investible? 09:00 US–China Tensions and Opportunity 12:23 What Headlines Miss 16:22 Slower Growth, Sharper Differences 18:08 China’s K-Shaped Consumer 22:27 Overlooked Stock Opportunities 25:16 Chinese Manufacturing Moves to Mexico 31:30 China’s AI Frenzy 35:49 The Race for Cheaper AI 38:02 China’s Robotics Lead 📈 Stocks and ETFs Mentioned: JOYY Inc. (NASDAQ: JOYY), Intel (NASDAQ: INTC), Ferrari (NYSE: RACE), NVIDIA (NASDAQ: NVDA) FinFest Industry day is nearly here! Come join us on the 23rd October 2026. Register your interest here. ——— 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 (0.75 hour) Legislated CPD Area: General (0.75 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.
Oct 13 · Video

Is fundamental investing dead? All hail the rise of quant

Fundamental stock picking is losing ground to systematic investing. But does that mean traditional active management is dead? Dr David Allen, Head of Long Short Strategies and Co-Head of Research at Plato Investment Management, joins Ally to explain how systematic managers are using data, technology and AI to find opportunities across thousands of companies. He takes us inside Plato's investment process, including the 154 red flags the team uses to identify short opportunities. Plus, David explains why diversification can improve returns when systematic strategies struggle, and the one metric he believes every adviser should use when assessing quantitative managers. Chapters: 00:00 Is Fundamental Investing Dead? 01:52 Why Traditional Stock Picking Is Changing 04:20 Inside the Black Box of Systematic Investing 07:25 Plato's 154 Red Flags for Identifying Risky Stocks 13:09 Separating Genuine Investment Signals From Noise 17:06 How Plato Uses AI to Analyse Markets 19:29 The Red Flags Emerging in Markets Today 25:34 Diversification, Performance and Choosing a Quant Manager Stocks and Funds Mentioned: Plato Global Alpha Fund, Echo IQ (ASX: EIQ), Allbirds (NASDAQ: BIRD), Meta Platforms (NASDAQ: META), DroneShield (ASX: DRO), Cettire (ASX: CTT), Tesla (NASDAQ: TSLA), Commonwealth Bank of Australia (ASX: CBA), GQG Partners (ASX: GQG), IBM (NYSE: IBM) CPD Points: This episode is accredited by the Financial Advice Association of Australia (FAAA). Complete the CPD quiz ___ to claim your points. Knowledge Requirements: Managed Investments (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.
Oct 6 · Video

Are your clients actually diversified? The hidden risks inside every portfolio

It was once a given that investing across a variety of asset classes, meant you were diversified. Today’s guest believes that may no longer be the case. AI for example touches debt, equities and infrastructure. When the old asset-class labels no longer explain the risks and opportunities, what should advisers change in client portfolios? John Woods, the Deputy Chief Investment Officer and Head of Multi-Asset at Australian Ethical Investment shares the portfolio audit that every adviser should run to ensure clients are properly diversified. Chapters: 00:00 Introduction 03:15 When Asset Classes Overlap 05:59 Auditing Portfolio Risk 09:43 Themes with Staying Power 13:05 Resources and Spotting Hype 16:23 Ethical Investing and Risk 18:28 Opportunity in Infrastructure 20:23 Private Markets and Portfolio Fit 21:43 Three Checks for Advisers 23:23 Renewable Energy Meets AI Demand 📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOG, GOOGL), TSMC (NYSE: TSM; TWSE: 2330), Sandfire Resources (ASX: SFR), Capstone Copper (ASX: CSC), Kodak (NYSE: KODK), Allbirds, now Smartbird (NASDAQ: BIRD), GoPro (NASDAQ: GPRO) ——— 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) ——— This episode has been sponsored by Australian Ethical. To learn more, visit AustralianEthical.com.au Please read the PDS and TMD to consider if the product is right for you. Issued by Australian Ethical Investment Limited ABN 47 003 188 930, AFSL 229949. ——— 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.
Sep 29 · Video

HUB24’s Jason Entwistle on AI and avoiding the next advice scandal

Jason Entwistle is worried. Australian advisers have one of the highest AI adoption rates in the world at a time when there are so many "shiny new toys” coming out. But he sees a real risk to the speed of this adoption. Taking up AI tools without enough DD could lead the industry to “end up in a bit of a scandal where data has ended up in the wrong spot,” giving the regulator another reason to intervene. So how can advisers still change with the times without risking their business? Jason joins Ally to explain why he thinks nailing your data and processes is the key. Chapters: 00:00:00 Introduction 00:01:45 Why Advisers Should Take AI Slowly 00:04:51 The Future of Financial Advice 00:07:10 The Risks of Getting AI Wrong 00:10:00 Which AI Start-ups Will Survive? 00:14:06 How Platforms Will Use AI 00:16:31 Keeping Client Data Secure 00:21:17 Building MyHub for the Industry 00:26:37 MyHub’s Launch, Pricing and Partners 00:31:17 AI Adoption and Advice Productivity This episode was recorded on 17th of September 2026. ——— 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: Generic Knowledge (0.25 hour), Practice Management (0.25 hour) Legislated CPD Area: Client Care & Practice (0.25 hour), General (0.25 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.
Sep 22 · Video

Bond markets are now funding the AI boom. History tells us that's a warning sign

The world’s biggest technology companies are burning through their once-abundant cash reserves to fund the AI arms race. Increasingly, they’re turning to debt markets to fund the buildout. That means the most speculative part of the market is finding its way into defensives. So what does that mean for advisers and their clients? Fixed Income Director at Capital Group, Haran Karunakaran, joins Ally to explain: What previous debt-fuelled booms can teach usThe warning signs emerging in credit marketsWhy this cycle could still play out differently Chapters: 00:00 AI’s Debt-Fuelled Boom 03:53 Lessons From Past Bubbles 05:57 Cracks in Credit Markets 09:12 Is Credit an AI Hedge? 12:08 How Credit Investors Analyse AI 13:46 What Separates Hyperscalers 17:29 Are AI Bonds Attractive? 20:09 Beyond the AI Trade 22:52 Credit’s Biggest Risks 25:50 Where Credit Looks Attractive 28:18 Rethinking Defensive Allocations 📈 Stocks and ETFs Mentioned: Microsoft (NASDAQ: MSFT), Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META) ——— 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), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Capital Group. To find out more about Capital Group and their funds, head to their website: https://www.capitalgroup.com/intermediaries/au/en/ Thanks to Capital Group for supporting this episode of Basis Points and helping to keep our content free. Disclaimer: Past results are not a guarantee of future results. This information has been provided solely for informational purposes and is not an offer, or solicitation of an offer, or a recommendation to buy or sell any security or instrument listed herein. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. The information provided is not intended to be comprehensive or to provide advice. ——— 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.
Sep 15 · Video

He’s met with 1000s of advisers - here’s what sets the best apart

What separates advice practices that scale well from those that get stuck? After meeting with thousands of advisers, Trellia Wealth Partners Managing Partner Cameron Spittle says the difference often comes down to one thing: the operating model. In this episode you will learn: How leaders can create greater adviser capacityWays to improve operational efficiency, and deliver better client outcomesWhere businesses should look when workflows start slowing them down Chapters: 00:00 What Sets Top Practices Apart 02:56 Building Adviser Capacity 06:31 Fixing Operational Bottlenecks 09:08 Scaling Advice Practices 14:10 The Managed Accounts Shift 18:35 Making Managed Accounts Work 23:03 AI and the Future Adviser 27:11 What Top Practices Do Differently This episode was recorded on 26th of August 2026 ——— 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: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (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.

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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.