Basis Points
Basis Points
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers a range of financial topics including portfolio construction, investment philosophies, emerging asset classes, and the dynamics of the financial advice industry. For example, episodes discuss missteps in diversification, trends in ETFs, as well as best practices for guiding clients through financial decisions.
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.
It was once a given that investing across a variety of asset classes, meant you were diversified.
Today’s guest believes that may no longer be the case.
AI for example touches debt, equities and infrastructure.
When the old asset-class labels no longer explain the risks and opportunities, what should advisers change in client portfolios?
John Woods, the Deputy Chief Investment Officer and Head of Multi-Asset at Australian Ethical Investment shares the portfolio audit that every adviser should run to ensure clients are properly diversified.
Chapters:
00:00 Introduction
03:15 When Asset Classes Overlap
05:59 Auditing Portfolio Risk
09:43 Themes with Staying Power
13:05 Resources and Spotting Hype
16:23 Ethical Investing and Risk
18:28 Opportunity in Infrastructure
20:23 Private Markets and Portfolio Fit
21:43 Three Checks for Advisers
23:23 Renewable Energy Meets AI Demand
📈 Stocks and ETFs Mentioned:
Alphabet (NASDAQ: GOOG, GOOGL), TSMC (NYSE: TSM; TWSE: 2330), Sandfire Resources (ASX: SFR), Capstone Copper (ASX: CSC), Kodak (NYSE: KODK), Allbirds, now Smartbird (NASDAQ: BIRD), GoPro (NASDAQ: GPRO)
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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 Hours
Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
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This episode has been sponsored by Australian Ethical.
To learn more, visit AustralianEthical.com.au
Please read the PDS and TMD to consider if the product is right for you. Issued by Australian Ethical Investment Limited ABN 47 003 188 930, AFSL 229949.
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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.
Disclaimer
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