Basis Points

What will be the biggest risks and opportunities in markets over the next decade? While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the show to discuss the four structural shifts he believes will have the biggest impact on the decade to come. Plus, he explains the biggest mistake advisers are making with “diversified” portfolios. Chapters : 00:00 Introduction...

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...

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. Cha...

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”....

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...

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...

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 fro...

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 d...

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 Introductio...

Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their time is spent on admin, just 20% talking to clients. It’s an advice efficiency problem. One that our guest is endeavouring solve with AI. Shak Lala is the co-founder of Marloo, an AI powered tech platform built for financial advisers. In this epis...

What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations. In this episode: 00:00 AI Era Client Experience 00:30...

Markets shrugged off a US-Iran conflict and rallied, but should they have? Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached. In this episode: 00:00 Market Setup And War Impact 04:40 RBA Risks And Aussie Outlook 08:05 Volatility Strategy And Corrections 12:05 Fixed Income And Private Markets 15:04 Rare Earths And ASX Opportuniti...

What can a Navy officer teach you about financial advice? Jason Petersen, Managing Partner at Five Financial, shares how military discipline shapes his approach to advice, leadership, and client relationships. He explains why his firm has gone all-in on a market beta investment strategy, arguing that consistent returns, tax efficiency, and low turnover matter more than chasing outperformance. Beyo...

If you've ever wondered how the pros really pick fund managers, this episode is for you. This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group. Plus, we discuss the red flags advisers should look out for when backing funds. In this episode: 00:00 SMA Boom Explained 03:23 Assessing Fund Managers 09:02 Local vs Offshore Debate...

$3.5 to $5 trillion is set to change hands in Australia by 2034. For advisers, this is a once-in-a-generation client acquisition opportunity. In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wea...

What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that. Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20...

In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List. Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for. In this episode: 00:00 Introduction 01:05 Paul’s Career Journey 03:38 Growing to $3B AUM 06:40 T...

For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world. But something has quietly shifted in the last two years. That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven origins to become an increasingly institutionalised asset class. While our host, Ally Selby, has long b...

Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings. He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets. Beyond the macro themes, he offers...

We have an exciting announcement- meet the new host of Basis Points; Ally Selby. It’s been one year of Basis Points, and what a year it’s been! We reflect on some of the highlights so far and usher in a new (and we think improved) era of the show. A new host, even bigger guests, weekly episodes and live events to look forward to. Links Mentioned: 🎧 Listen to the Magunthan Siva episode here 🎟️ Joi...

Crypto. Rates. AI debt. Green bonds. In this episode, Chris Joye, CIO of Coolabah Capital, lays out a macro view that cuts against consensus. He calls Bitcoin “pure Ponzi”, makes the case for re dollarisation not de dollarisation, and warns AI driven CapEx could be understated as hyperscalers ramp up debt issuance. We also unpack Coolabah’s active bond trading model and the Global Carbon Leaders F...

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 wh...

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 growth Europe’s policy pivot and Japan’s in...

”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...

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...