Macro outlook, where to for rates & why now for bonds - Rob Mead | PIMCO
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 the economy in both Australia and the USPIMCO's view on where rates will go from here in both Australia and the USWhy many advisers are underweight bonds and the risks that may cause in client portfoliosThis episode was recorded on March 27th 2025.----------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 PIMCO.If you would like to learn more about PIMCO and their Cboe-listed ETFs, head to: https://www.pimco.com/au/enThank you to PIMCO 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.
--------
34:25
Overweight Alibaba, underweight Nvidia: Playing the expectations game with Matt Wacher | Morningstar
Investing is an expectations game, and today’s guest wants to help you get the probabilities in your favourToday 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 gameHow we can identify the expectations investors have for different companies and marketsWhy Matt likes finding the lowest bars to jump overExamples of this approach: How it helped Matt and his team identify Alibaba's turnaround and avoid Nvidia's fallAnother company that Matt thinks the market has overreacted to and is set up for a turnaround----------CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).Legislated CPD Area(s): Technical Competence Knowledge Requirement(s): Managed InvestmentsTo 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.
--------
36:55
Don't blow up your client's money with Charlie Viola | Viola Private Wealth
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 WealthHis foundational principles of portfolio constructionBest practice for educating clients and bringing them on the journeyHow the Viola team assess emerging asset classes----------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.----------Basis Points would not be possible without the support of our three launch partners:Orbis - Invest differentlyMilford Asset Management - 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.
--------
50:44
We're entering a stock pickers market with Eric Marais | Orbis Investments
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 US Big TechSome counterintuitive ideas that form the basis of Orbis' philosophyWhy Eric believes animal spirits are backHow we could be entering a stock pickers marketTwo stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY)----------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.
--------
50:26
What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth
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 constructionWhere Adam believes many advisers are getting diversification wrongHow the investment team at Apt Wealth assess fund managersAdam's 5 P's of investingThe emerging asset classes that Adam is seeing more of in Australia----------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.----------Basis Points would not be possible without the support of our three launch partners:Orbis - Invest differentlyMilford Asset Management - 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.
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.
Australia