Evidentia Group

Portfolio Perspectives

Business EN ↓ 33 episodes

The Portfolio Perspectives Podcast is a companion to our monthly portfolio update, containing charts and commentary that is also written by the office of the CIO, providing a unified investment view from the Evidentia Group Investment Team. 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.

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Evidentia Group

Episodes

Ep 8 - Portfolio Perspectives - Nathan Lim and Lydia Khalil - 13May2024 13.05.2024 11:11

With 2024 being a year of elections, in this episode of Portfolio Perspectives, Nathan Lim, CIO at Lonsec Investment Solutions, catches up with Lydia Khalil, a research fellow on transnational challenges at the Lowy Institute and a director at Arcane Partners, to discuss how the US elections and other geopolitical issues will impact markets. Disclaimer IMPORTANT INFORMATION: This recording is pub...

Ep 7 - Lonsec Portfolio Perspectives from the CIO's Office - 6 May 24 07.05.2024 4:05

In this episode of Portfolio Perspectives, Nathan Lim, CIO at Lonsec Investment Solutions, observes that inflation continues to be sticky in Australia and the US. How sticky will inflation be from here on in? 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 Lo...

Ep 6 - Lonsec Portfolio Perspectives from the CIO's Office - 18 April 2024 24.04.2024 6:20

In this episode of Portfolio Perspectives, Nathan Lim CIO of Lonsec Investment Solutions, is joined by Ron Mehmet, Portfolio Manager, LIS Tailored Investment Solutions, to discuss all things bonds, particularly our view that Australian bonds will outperform global bonds because of the stronger fiscal position of the Australian government relative to the US government. Disclaimer IMPORTANT INFORMAT...

Ep 5 - Lonsec Portfolio Perspectives from the CIO's Office - 4 April 2024 08.04.2024 3:45

In this month’s Portfolio Perspectives with Nathan Lim, CIO of Lonsec Investment Solutions, we continue to observe that macroeconomic data continues to come in supporting our expectations for a “soft landing”. The question that is front of mind for us is, with recession risk seemingly falling away, why then is the US yield curve still inverted? Disclaimer IMPORTANT INFORMATION: This recording is...

Ep 4 - Lonsec Portfolio Perspectives from the CIO's Office - 12 Mar 2024 21.03.2024 7:39

With the February reporting season just ended, what are the key take outs for Australian Equities? Join Nathan Lim, CIO of Lonsec Investment Solutions and Danial Moradi, Portfolio Manager, Listed Products at Lonsec Investment Solutions as they answer this and more questions in this episode of Portfolio Perspectives from Lonsec. Disclaimer IMPORTANT INFORMATION: This recording is published by Lons...

Ep 3 - Lonsec Portfolio Perspectives from the CIO's Office - 7 Mar 2024 20.03.2024 8:01

With inflation remaining sticky and central bank rate cuts taking longer than the market thinks, how are we positioning growth allocation in our portfolios, and do we believe a soft landing is still the most likely route for markets? Join Nathan Lim, CIO of Lonsec Investment Solutions and Deanne Baker, Deputy Chief Investment Officer, Lonsec Investment Solutions as they answer these questions and...

Ep 2 - Lonsec Portfolio Perspectives from the CIO's Office - 14 Feb 2024 21.02.2024 8:24

In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions talks with Nick Field Lead Portfolio Manager for the IPL range of Model Portfolios, about what makes Small Caps such an interesting asset class into today’s markets. Disclaimer IMPORTANT INFORMATION: This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate author...

Ep 1 - Lonsec Portfolio Perspectives from the CIO's Office - Jan 2024 06.02.2024 5:52

In this month’s Portfolio Perspectives, Lonsec moves into the ’soft landing‘ camp as we observe that the Services Economy, consumers and strong employment conditions paint an optimistic outlook. 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...