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Hosted by Unknown Host · 🇺🇸 US · EN-AU · 33 episodes
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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.
Unknown Host hosts Portfolio Perspectives, a business show with 33 episodes published.
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 Per
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 Pers
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 P
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 th
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
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 In
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
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 publish
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 INFOR
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) A
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
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 recordin
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 invest
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
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 I
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
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 Pt
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 INFORMA
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 I
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 INFORMATI
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Portfolio Perspectives is hosted by Unknown Host. The show is categorised under business (investing) and has published 33 episodes.
Portfolio Perspectives has published 33 episodes.
Portfolio Perspectives regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Portfolio Perspectives average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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