Basis Points

• The $40b hole in Aussie portfolios & how to fill it - Helen Mason | Schroders

  Investors are facing a hole in their portfolio. Bank hybrids have been a popular product for retail investors, with 40% of the $40 billion market taken up by everyday Australians. Now with APRA phasing out bank hybrids, advisers face a $16 billion hole to fill in client portfolios. In this episode, we ask Helen Mason, Portfolio Manager at Schroders, where advisors can look to fill it? We cover: •⁠ ⁠The hybrid phase-out explained: why it matters now, not 2032.•⁠ ⁠What makes Australian credit an institutional investor's best kept secret.•⁠ ⁠Differences between public vs private debt market.•⁠ ⁠How Helen’s fund CBOE:HIGH fits into an income portfolio.———CPD Points: This episode is currently being accredited for CPD points by the Financial Advice Association of Australia (FAAA). Check back on this page to complete the quiz below to claim your points.———This episode with Schroders has been sponsored by Cboe APAC.Head to the Cboe website to learn more about their Cboe-listed ETF Schroder Australian High Yielding Credit Fund - Active ETF (HIGH).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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• Are we seeing a change at the top of the ASX? - William Curtayne | Milford

  Banks, miners and franking credits. Australian investors summed up in five words.But as the first 6 months of 2025 come to an end, the top of the ASX during this time has been characterised by a struggling resources sector and a strong rotation into banks. Is this the start of a longer term shift? Or is it just a blip?In this episode, we're joined by Will Curtayne, Portfolio Manager of the Milford Australian Absolute Growth Funds and the Milford Dynamic Funds, to unpack these movementsWe discuss:The forces behind CBA’s record PE multiple.Whether the miners’ recent rally is a genuine opportunity or “a move to fade”.How super and passive flows are distorting price discovery at the top of the ASX.Where the next leadership might come from (e.g. healthcare, industrials, small-caps, and a long-term structural case for gold)———-CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.———-Thank 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 range of funds, visit 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, Target Market Determinations and full Disclaimer at milfordasset.com.au———-Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and 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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• Stop asking the wrong questions when choosing fund managers - Chris Cuffe | Third Link

  What makes a good fund manager? That is one of the hardest questions to answer in finance. Today's guest is as well placed as any to help us work through it.Chris Cuffe AO is the founding director and portfolio manager of Third Link. Chris was formerly CEO of investment managers Colonial First State and Challenger Financial Services Group. He was also previously the Chairman of UniSuper.Basically, Chris has assessed a few fund manager in his time. And today we wanted to understand how he approaches that task today. We unpack:Lessons from Chris' career building financial services businessesHow the advice landscape has changed over his careerThe hallmarks of the best advice businessesIn Chris' opinion: what makes a great manager?What he's looking for when he starts assessing a new managerHow he builds portfolios of managersIf you would like to find out more about the work of Third Link, check out their website: https://www.thirdlink.com.au/----------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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• Beating the benchmark for 20 years & counting - Ben Griffiths | Eley Griffiths Group

  After more than 30 years experience in financial markets, Ben Griffiths, has learned a thing or two. As investing fads come and go, and different industries rise and fall, we wanted to unpack the lessons and techniques that have stood the test of time.Ben Griffiths, Managing Director at Eley Griffiths Group, is a well-known small cap investor in Australia. His flagship fund has averaged more than 4% outperformance a year for 20 years.Today, we wanted to understand how he approaches markets, manages the noise and finds winning companies. We unpack:How Ben would explain his approach todayHow that approach has changed over timeManaging the market level noise, and what information Ben is reading on a day-to-day basis (and what he's not bothering with)The financial ratios and metrics that he's most focused onWhere Ben is seeing opportunity todayWhy one sector is showing "a pretty bullish cocktail for stocks"Another sector that he thinks all investors should be wary of----------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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• 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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