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.
Important Information:
The information contained in this podcast is provided by Evidentia. Evidentia means Evidentia Group Holdings Pty Ltd ACN 665 634 382 and its related entities. All financial services included in this podcast are authorised by Evidentia Financial Services Pty Ltd ACN 664 546 525 AFSL 546217. It is general information only and does not constitute financial product advice. If any statements made (either alone or together) constitute advice, then the advice is general advice only and does not take into account anyone’s objectives, financial situation or needs.
Before making an investment decision based on this material you should consider whether it is appropriate to your particular circumstances. Where the material relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product. Please refer to your financial adviser for further details and any disclosure documents relevant to you.
This podcast is based on information considered to be reliable. It is based on our judgement at the time of issue and is subject to change. No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document. Except for liability which cannot be excluded, Evidentia, its directors, employees, agents, and related bodies corporate disclaim all liability in respect of any error or inaccuracy in, or omission from, this document and any person’s reliance on it. This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. If this podcast contains any performance data, then past performance is not a reliable indicator of future performance.
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 Development Group Limited ABN 90 087 334 370 (GDG) is the ultimate parent company of LIS and EFS. LIS creates the model portfolios it distributes using the investment researchprovided by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445 (Lonsec Research), also a GDG company, but is not involved in Lonsec Research’s investment research process.
Warnings:
Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this publication is limited to “general advice” (as defined in the Corporations Act 2001 (Cth)) and does not take into account investors’ objectives, financial situation or needs. Investors should consider the appropriateness of the information and relevant Product Disclosure Statement (PDS) or offer document (and where relevant, applicable target market determination) before deciding whether to acquire, or to continue to hold a financial product. If you require financial advice that takes into account your personal objectives, financial situation and needs, you should consult your licensed or authorised financial adviser.
Disclaimer:
This information is based on sources considered to be reliable. It is based on our judgement at the time of issue and is subject to change. No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this publication. To the extent permitted by law, none of GDG and its related entities, their directors, officers, employees and agents accepts any liability for any loss or damage as a result of any reliance on this information.
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 ABN97 664 546 525 AFSL 546217 (EFS). Generation Development Group Limited ABN 90 087 334 370 (GDG) is the ultimate parent company of LIS and EFS. LIS creates the model portfolios it distributes using the investment researchprovided by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445 (Lonsec Research), also a GDG company, but is not involved in Lonsec Research’s investment research process.
Warnings:
Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this publication is limited to “general advice” (as defined in the Corporations Act 2001 (Cth)) and does not take into account investors’ objectives, financial situation or needs. Investors should consider the appropriateness of the information and relevant Product Disclosure Statement (PDS) or offer document (and where relevant, applicable target market determination) before deciding whether to acquire, or to continue to hold a financial product. If you require financial advice that takes into account your personal objectives, financial situation and needs, you should consult your licensed or authorised financial adviser.
Disclaimer:
This information is based on sources considered to be reliable. It is based on our judgement at the time of issue and is subject to change. No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this publication. To the extent permitted by law, none of GDG and its related entities, their directors, officers, employees and agents accepts any liability for any loss or damage as a result of any reliance on this information.
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.
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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 recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.
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 Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.
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 recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.
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: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.
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: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.
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, 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 recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.
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). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.Portfolio Perspectives Podcast - Lonsec
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 Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.Portfolio Perspectives Podcast - Lonsec
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: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec
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 provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec
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 Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec
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 Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec
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 Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec
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) of Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec
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 number: 1236821) of Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec
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 representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec
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 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 recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions. Portfolio Perspectives Podcast - Lonsec