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.
Episodes
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 epi...
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 ...
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 consultants
- How to find the right consultant for your business
- Angela's bedrock rules of portfolio construction
- A process to assess fund manag...
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 Austra...
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 game
- How we can identify the expectations investors have for different companies and markets
- Why Matt likes finding the lowest bars to jump ov...
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 markets
- The rise of ETFs and where Australians are investing
- The trends Cboe have witnessed overseas that they're seeing come to Australia.
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CPD Points: This episode has been accredited for CPD po...
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 years
- Why Hewison Private Wealth uses IMAs over SMAs and model portfolios
- The best uses of AI Andrew has seen across the advice industry
- The operations of Hewison Pri...
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 noi...
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 construction
- Where Adam believes many advisers are getting diversification wrong
- How the investment team at Apt Wealth assess f...
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 Tech
- Some counterintu...
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 Wealth
- His foundational principles of portfolio construction
- Best practice for educating clients...
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