Basis Points

Apr 07 2025 9 ep. 37 mins 23

Basis Points Podcast artwork

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.

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Macro outlook, where to for rates & why now for bonds - Rob Mead | PIMCO

Apr 07 2025 34 mins

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:

Overweight Alibaba, underweight Nvidia: Playing the expectations game with Matt Wacher | Morningstar

Mar 24 2025 36 mins

Investing is an expectations game, and today’s guest wants to help you get the probabilities in your favourToday 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

Don't blow up your client's money with Charlie Viola | Viola Private Wealth

Mar 10 2025 50 mins

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 construc

We're entering a stock pickers market with Eric Marais | Orbis Investments

Mar 10 2025 50 mins

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

What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth

Mar 10 2025 39 mins

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

There's more to life than the Magnificent Seven with Alexander Whight | Milford

Mar 10 2025 37 mins

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

Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth

Mar 10 2025 38 mins

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 advic

Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia

Mar 10 2025 44 mins

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

Introducing: Basis Points by Equity Mates

Mar 02 2025 2 mins

We're excited to share our latest podcast: Basis Points by Equity Mates Hosted on Acast. See acast.com/privacy for more information.