Portfolio Perspectives

The July 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist at Evidentia Group. This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com. Important Information: The information contained in this podcast is provided by Evidentia. Evidentia...

The May 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist at Evidentia Group. This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com. Important Information: The information contained in this podcast is provided by Evidentia. Evidentia m...

The April 2026 edition of Portfolio Perspectives is hosted by Deanne Baker, Deputy Chief Investment Strategist and Portfolio Manager. This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com. Important Information: The information contained in this podcast is provided by Evidentia...

The February 2026 edition of Portfolio Perspectives is hosted by Deanne Baker, Deputy Chief Investment Strategist and Portfolio Manager. This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com. Important Information: The information contained in this podcast is provided by Eviden...

Muddling through the macro so let's gab about gold. The December 2025 edition of Portfolio Perspectives is hosted by Nathan Lim, Chief Investment Strategist, who is joined by Reuel Kee, Associate Portfolio Manager. This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com. Impo...

Rotation is the name of the game in this November edition of Portfolio Perspectives. Hosted by Nathan Lim, Chief Investment Strategist of Evidentia Group. Important Information:  This information is published by Lonsec Investment Solutions Pty Ltd (LIS) ABN 95 608 837 583, a Corporate Authorised Representative of Evidentia Financial Services Pty Ltd ABN97 664 546 525 AFSL 546217 (EFS). Generation...

In this episode of Portfolio Perspectives, Dan Moradi, our Portfolio Manager, Listed Products, takes a look at Australian equities, as well as a detailed look at China and emerging markets equities. Important Information:   This information is published by Lonsec Investment Solutions Pty Ltd (LIS) ABN 95 608 837 583, a Corporate Authorised Representative of Evidentia Financial Services Pty Ltd ABN...

In this special episode of Portfolio Perspectives, Nathan Lim and Deanne Baker look back at 20 years of the Lonsec Multi-Asset Managed Account strategy. ------- Disclaimer IMPORTANT INFORMATION: This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 4...

In this episode of Portfolio Perspectives, Deanne Baker explores how US corporates and consumers are navigating tariffs, resilient earnings, and policy cross currents amid stretched valuations. Disclaimer IMPORTANT INFORMATION: This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pt...

In this episode of Portfolio Perspectives, Nathan Lim takes a look at tariffs, trade agreements and valuations. Disclaimer IMPORTANT INFORMATION: This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recor...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how the orderly slowing in the hard data justifies the eerie calm in markets. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN: 1...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how US policy uncertainty has led us to changes in our defensive mix. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN: 11 151 65...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how the Trump administration's tariff plans have negatively affected global markets, underscoring the need for investors to focus on their Strategic Asset Allocation. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583,...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, says that the US tariff war is not fake news. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research...

In this episode of Portfolio Perspectives, Dan Moradi - Portfolio Manager for Lonsec's Listed Products, provides an update on the Australian equity market, following the interim reporting period in February. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, examines the strange anomaly that US long term interest rates were not behaving correctly. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN:...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, has 5 key messages for investors. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provi...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, is joined with Deanne Baker, Deputy CIO of Lonsec Investment Solutions, to discuss asset allocation. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, provides our biennial update to Lonsec's strategic asset allocation, where we have made three key changes. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Resear...

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how we believe the interest rate cycle has turned creating a tailwind for risk assets. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty L...

In this month’s portfolio perspectives, Dan Moradi, Portfolio Manager for Lonsec’s Listed products, provides an update on the Australian equity market following a very interesting profit reporting period in August. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821)...

This episode of Portfolio Perspectives is a special flash note update from Nathan Lim, CIO of Lonsec Investment Solutions, that tries to make sense of the sharp sell-off we have seen in global equity markets since last Friday. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR numb...

In this month’s Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, and Nick Field, Portfolio Manager - Implemented Portfolios, dive into their recent call to favour Europe and Japan in our development Market Equity allocation. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised rep...

In this month’s Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how in response to global macroeconomic forecasts and contemporaneous, forward-looking data suggesting a positive but muted economic outlook, we have brought our overall Growth/Defensive split back to Neutral. Disclaimer IMPORTANT INFORMATION:  This recording is published by Lonsec Investment Soluti...

In our May CIO Perspectives podcast, we re-affirmed our view that the RBA was unlikely to cut rates before year end thanks to sticky inflation. With that in mind, we asked ourselves; is our base case for a ‘soft-landing’, where growth continues to moderate in an orderly fashion, still plausible? Join Deanne Baker, Deputy Chief Investment Officer of Lonsec Investment Solutions, as she elaborates on...