Basis Points

Today we're joined by Mugunthan Siva, Chief Investment Officer of India Avenue. India has become an increasingly popular market amongst Australian investors and advisers. And who could blame them? With the Nifty 50 index up almost 150% over the past 5 years, it has been a good place for investors to be. But after such a strong run of performance, it had us wondering: is the India story closer to i...

21% per year, after fees, since November 2016. Today's guest is a fund manager who can let his performance speak for itself. Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few ha...

Recorded at the Morningstar Investor Conference, today we're joined by Felicity Walsh, Managing Director, Australia & New Zealand at Franklin Templeton. Private equity, private credit, real estate, infrastructure, cryptocurrency, gold. Alternative assets have never been more in demand. With minimum investments coming down and fund structures becoming more liquid, they've never more more access...

Recorded at the Morningstar Investor Conference, today we're joined by Kunal Kapoor, CEO of Morningstar Global. Australia always lags behind the US in technological adoption. So, with Kunal Kapoor out from Morningstar's global headquarters in Chicago, we wanted to hear how advisers in the US were adopting AI technology and what parts of an advice practice were seeing the most disruption. Suffice t...

Recorded at the Morningstar Investor Conference, today we're joined by Richard Quin, CIO & Principal at Bentham Asset Management. With President Trump in the White House and Liberation Day tariffs front-of-mind, markets have never been noisier. The challenge for advisers is separating the signal from the noise and focusing on what will matter long term. Today's guest has been focused on separa...

Today we're joined by Jonathon Costello, Client Portfolio Manager, Australian Fixed Interest at Janus Henderson . Equity markets and bond markets are telling different stories. If we look at equity markets, the outlook looks strong as markets rebounded from the Liberation Day falls. However, take a look over at the bond market and yields keep creeping higher despite rate cuts as fixed income inves...

Navigating the sea of opportunities in Australian small caps is always a challenge. While the Australian Small Ordinaries index has averaged 6% p.a. for the past 10 years, there have been some huge winners that have emerged from the sea of unprofitable companies, mining explorers and companies trying to figure it out. Today we are joined by Roland Houghton, Co-Portfolio Manager of the Milford Dyna...

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 overloo...

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 Gl...

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 constructio...

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...

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 findin...

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. ---------- CPD Points: This episode has been a...

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 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 fr...

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...

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 U...

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 pr...

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