Basis Points

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.Chapters:00:00:00 Introduction00:01:36 Advice Industry Trends00:06:30 Building An OCIO Business00:08:05 Market Noise And Staying Invested00:09:42 Private Credit Reality Check00:14:45 Private Markets Are Hard00:17:58 Tax Changes And Portfolio Construction00:20:44 Infrastructure’s AI Tailwind00:23:05 What Jacqueline Avoids00:27:31 How To Assess Managers00:30:52 The AI CapEx ChartWant to see this weeks chart? Subscribe to the Basis Points newsletter. You’ll get exclusive insights from each episode, plus detailed analysis of each chart.———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 HoursKnowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 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.

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 Fund, which targets green bond mispricings with floating rate exposure and enhanced yield.In this episode: 00:00 Bitcoin, Bonds & Big Claims03:01 Bitcoin Sell-Off Breakdown07:44 Re-Dollarization Over De-Dollarization11:44 Fed Pivot and 5% Yields14:45 AI CapEx Debt Supercycle18:04 RBA Rate Hike Warning22:44 Capital Gains & Tax Reform24:05 Inside Coolabah’s Trading Edge26:53 Global Carbon Leaders Explained30:24 Monetising New Issue Concessions32:10 ESG Stigma vs Performance34:00 Portfolio Fit for Advisers📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Global Carbon Leaders Fund (CBOE: CBNX), META (NASDAQ: META), Microsoft (NASDAQ: MSFT)🎟️ Join us at the Basis Points Boat Party, get your tickets here.———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA):0.50 Total HoursKnowledge Requirements: Economic Environment (0.25 hour), Managed Investments (0.25 hour) | Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 hour)Complete the quiz here to claim your points.———Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global Carbon Leaders fund (CBOE: CBNX), head here———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.

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 growthEurope’s policy pivot and Japan’s inflation comebackThe emerging markets getting Cameron most excitedCurrency hedging strategies and portfolio positioning for 2026Chapters:00:00:00 The Case For Looking Beyond The US00:04:07 Why 2025 Rewarded Ex US Positioning00:08:24 When Currency Moves Drive Real Returns00:10:48 The Macro Setup Heading Into 202600:16:20 Japan’s Turn From Laggard To Leader00:22:01 Where Emerging Markets Still Make Sense🔍 Links Mentioned: Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 📈 Stocks & ETFs Mentioned: Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Betashares Japan Currency Hedged ETF (ASX: HJPN), BHP Group (ASX: BHP), Microsoft (NASDAQ: MSFT)———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.0.05 Total HoursASIC Knowledge Requirements: Securities (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.

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 collide.Ren sat down with Jovana to unpack the signals that can help advisors distinguish graduates from gambles in today’s market.In this episode:How to spot the true graduation signals as companies move from speculative to scalable What makes the mid-cap index a structurally appealing investment Risk-management frameworks that help avoid the blow-ups while capturing long-term compoundersTimestamps:00:00:00 – Opening Thoughts 00:03:00 – Small Caps That Grow Up 00:06:10 – Why Mid Caps Outperform 00:10:20 – Diversifying Beyond Banks 00:14:30 – Finding Structural Winners 00:18:40 – Red Flags and Risk Control 00:23:00 – Graduation Stories 00:27:20 – Mid Caps in Portfolios 00:31:10 – Survival of the Fittest———-CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). To claim your points, complete the CPD quiz here and we’ll send you your certificate.———-This episode has been sponsored by CBOE APAC. Head to the Cboe website to learn more about their Cboe-listed ETF Paradice Australian Mid Cap Fund Active ETFThank you to Cboe APAC for helping us keep all of our content free and accessible.———-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———-In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———-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.

Australia's corporate bond market has quietly become the third largest in the world, and signs point towards more growth to come.  With offshore giants tapping local liquidity and the AI infrastructure boom demanding trillions in new capital globally, Australia's fixed income market is no longer a niche corner of the capital market- it’s globally relevant.So what kind of opportunities can these shifts in fixed income create for advisors and their clients’ portfolios?Alec sat down with Anthony Ip, Fixed Income Portfolio Manager, Milford Corporate Bond Plus Fund to find out.Timestamps00:30 – Macroeconomic update: Australian resilience, household confidence, inflation risks03:44 – RBA’s dual mandate and future interest rate trajectory05:48 – The evolution and scale of Australia’s corporate bond market10:54 – Key sectors and issuers shaping the bond market13:44 – The future of offshore corporates issuing in Australia15:19 – Australia’s fiscal position and attractiveness to global investors18:09 – AI infrastructure boom and implications for credit markets29:52 – Practical takeaways for advisers on incorporating fixed incomeThank you to Milford for sponsoring this episode of Basis Points, and helping us keep all of our content free. If you want to learn more about Milford's funds head to their website.Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Milford Australian Absolute Growth Fund and Milford Dynamic Small Companies Fund. Before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at http://milfordasset.com.au——CPD Points: This episode is accredited CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.——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——In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.——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. Hosted on Acast. See acast.com/privacy for more information.