{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/67bbf55519249d0c1a4bb224/6ac4587d9610f265be36c065?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Are your clients actually diversified? The hidden risks inside every portfolio","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/67bbf55519249d0c1a4bb224/1791253635698-2d8e7507-e596-4a9c-be80-74f62dd65f39.jpeg?height=200","description":"<p>It was once a given that investing across a variety of asset classes, meant you were diversified.</p><p><br></p><p>Today’s guest believes that may no longer be the case.</p><p><br></p><p>AI for example touches debt, equities and infrastructure.</p><p><br></p><p>When the old asset-class labels no longer explain the risks and opportunities, what should advisers change in client portfolios?</p><p><br></p><p>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.</p><p><br></p><p><strong>Chapters:</strong></p><p><br></p><p>00:00 Introduction</p><p>03:15 When Asset Classes Overlap</p><p>05:59 Auditing Portfolio Risk</p><p>09:43 Themes with Staying Power</p><p>13:05 Resources and Spotting Hype</p><p>16:23 Ethical Investing and Risk</p><p>18:28 Opportunity in Infrastructure</p><p>20:23 Private Markets and Portfolio Fit</p><p>21:43 Three Checks for Advisers</p><p>23:23 Renewable Energy Meets AI Demand</p><p><br></p><p>📈 Stocks and ETFs Mentioned:</p><p><br></p><p>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)</p><p><br></p><p>———</p><p><br></p><p><strong>CPD Points:</strong> This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz <a href=\"https://equitymates.com/episode/are-your-clients-actually-diversified-the-hidden-risks-inside-every-portfolio/\" rel=\"noopener noreferrer\" target=\"_blank\">here</a> to claim your points.</p><p><br></p><p><strong>0.5 Total Hours</strong></p><p><br></p><p><strong>Knowledge Requirements:</strong> Financial Planning (0.25 hour), Managed Investments (0.25 hour)</p><p><br></p><p><strong>Legislated CPD Area:</strong> Technical Competence (0.50 hour)</p><p><br></p><p>———</p><p><br></p><p>This episode has been sponsored by Australian Ethical.</p><p><br></p><p>To learn more, visit <a href=\"https://www.australianethical.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\">AustralianEthical.com.au</a></p><p><br></p><p>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.</p><p><br></p><p>———</p><p><br></p><p><strong>Want more Basis Points?</strong></p><p><br></p><ul><li>Sign up to the <a href=\"https://basispoints.beehiiv.com/subscribe\" rel=\"noopener noreferrer\" target=\"_blank\">Basis Points email</a></li><li>Join the conversation <a href=\"https://www.linkedin.com/showcase/basis-points-by-equity-mates/\" rel=\"noopener noreferrer\" target=\"_blank\">on LinkedIn</a></li><li>Watch all episodes in full and relive some of our favourite clips <a href=\"https://www.youtube.com/@basis.points\" rel=\"noopener noreferrer\" target=\"_blank\">on YouTube</a></li></ul><p><br></p><p>———</p><p><br></p><p>Basis Points is a product of Equity Mates Media.</p><p><br></p><p>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.</p><p><br></p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p>","author_name":"Equity Mates Media"}