Lessons from 50 years of stock market cycles - Simon Skinner | Orbis Investments
"In hindsight it will be clear that this was an opportunity"That is a quote from today's interview with Simon Skinner, Head of the Global Investment Team at Orbis Investments.Investors have notoriously short memories, always chasing the last bull market and learning lessons from recent history. In today's episode, Simon wants us to take a step back and look at the lessons from the longer arc of stock market history.We speak to Simon about:The wrong lessons we're learning from the recent pastWhat the longer span of history actually teaches usWhy today's market is "speculative, unbalanced and risky"How we can build decision making processes to make better decisionsA deep-dive on two stocks: Smurfit Westrock and Jardine Matheson----------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 and we'll send you your certificate.----------This episode has been sponsored by Orbis.If you would like to learn more about Orbis' contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here.Thank you to Orbis 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----------Basis Points is a product of Equity Mates Media. Basis Points is intended solely for industry professionals, financial advisers and wholesale investors. 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 Target Market Determination. And if you are unsure, please speak to a financial adviser. There are risks with any investments, including one in the Orbis funds. Past performance is not a reliable indicator of future performance and the value of any investment in an Orbis fund is not guaranteed. This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This podcast does not prohibit the Orbis funds from dealing in the securities before or after this is published. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue
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 its end than its beginning?That is the question we wanted to unpack with Mugunthan. Today we cover:How much India has changed over the past 10 yearsCommon misconceptions from investors outside of IndiaWhere India is on its growth journeyThe importance of population and demographicsTwo stocks that will benefit as India's economy keeps growing----------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 and we'll send you your certificate.----------This episode with India Avenue has been sponsored by Cboe APAC.Head to the Cboe website to learn more about their Cboe-listed ETF India Avenue Equity Fund Active ETF (IAEF).Thank 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.
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Beating the market in a time of hyper-disruption - Alex Pollak | Loftus Peak
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 have matched his returns.So on today's episode of Basis Points we wanted to understand Alex's process for investing in these high-flying tech names:How the pace of technological change is acceleratingMaintaining valuation discipline in high-growth parts of the marketBuilding a 'Trump-agnostic' portfolioEmerging technologies that aren't getting enough attention todayA quick-fire game of 'Disruptive Technology or Hype?'A deep-dive on two stocks in the Loftus Peak portfolio----------CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).To claim your points, complete the CPD Quiz and we'll send you your certificate.----------Basis Points would not be possible without the support of our three launch partners:Orbis Investments - Invest differentlyMilford - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners 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.
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AI is changing advice forever - Kunal Kapoor | Morningstar
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 to say, AI is a technology advisers are going to want to stay up to date with.In today's episode we discuss:How advisers in the US are integrating AI into their day-to-day workflowChallenges in adopting AIEvaluating different AI tools and what makes AI useful?Where this technology will go over the next 5-10 yearsThe abundance of choice in private markets and how advisers can navigate itUsing ratings and data-driven tools to evaluation private market opportunities----------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 and we'll send you your certificate.----------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.
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Tariffs, turmoil and resilient portfolios: A guide for advisers - Richard Quin | Bentham Asset Management
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 separating fake news from economic reality. In this episode we discuss:What is coming next in the Trump-man (Truman) showThe rumours v reality in the US economic storyHow we should prepare for "known unknowns"Building a defensive income sleeve in portfoliosCommon misconceptions about credit marketsHow advisers can navigate the range of fixed income options----------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 and we'll send you your certificate.----------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.
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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