Podcast · Business

Portfolio Perspectives

by Evidentia Group · English · Business

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

New episodes: Monthly
Typical length: 8 min
Latest: 9 Sep 2026
Language: English

Latest episode

9 Sep 2026 · 14 min

Ep 35 – Portfolio Perspectives – 9 September 2026

The September 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist at Evidentia Group. This month we take a look at the domestic economy, and Dan Moradi, Portfolio Manager - Listed Products, joins us to discuss the most recent reporting season. 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…

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Earlier episodes 29 most recent

2 Aug 2026 · 10 min
Ep 34 - Portfolio Perspectives - 3 August 2026
The August 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist at Evidentia Group. This month we unpack why US earnings growth has been so much stronger than growth in the underlying economy would imply. 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…
6 Jul 2026 · 11 min
Ep 33 - Portfolio Perspectives - 6 July 2026
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 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…
1 Jun 2026 · 11 min
Ep 32 - Portfolio Perspectives - 1 June 2026
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 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…
29 Apr 2026 · 10 min
Ep 31 - Portfolio Perspectives - 29 April 2026
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. 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…
5 Feb 2026 · 8 min
Ep 30 - Portfolio Perspectives - 5 February 2026
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 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…
2 Dec 2025 · 11 min
Ep 29 - Portfolio Perspectives - 2 December 2025
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…
5 Nov 2025 · 5 min
Ep 28 - Portfolio Perspectives - 5 November 2025
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…
16 Oct 2025 · 9 min
Ep 27 - Portfolio Perspectives - 16 October 2025
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…
18 Sep 2025 · 7 min
Ep 26 - Portfolio Perspectives - 18 September 2025
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: 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…
9 Sep 2025 · 9 min
Ep 25 - Portfolio Perspectives - 9 September 2025
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…
6 Aug 2025 · 6 min
Ep 24 - Portfolio Perspectives - 6 August 2025
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.…
S2025 · E23 · 30 Jun 2025 · 9 min
Ep 23 - Portfolio Perspectives from the CIO's Office - 30 Jun 25
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…
S2025 · E22 · 30 Apr 2025 · 7 min
Ep 22 - Portfolio Perspectives from the CIO's Office - 30 Apr 25
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…
S2025 · E21 · 7 Apr 2025 · 7 min
Ep 21 - Portfolio Perspectives from the CIO's Office - 7 Apr 25
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…
S2025 · E20 · 31 Mar 2025 · 9 min
Ep 20 - Portfolio Perspectives from the CIO's Office - 31 Mar 25
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…
S2025 · E19 · 11 Mar 2025 · 7 min
Ep 19 - Portfolio Perspectives from the CIO's Office - 11 Mar 25
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…
S2025 · E18 · 4 Feb 2025 · 9 min
Ep 18 - Portfolio Perspectives from the CIO's Office - 4 Feb 25
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…
S2024 · E17 · 4 Dec 2024 · 7 min
Ep 17 - Portfolio Perspectives from the CIO's Office - 5 Dec 24
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…
S2024 · E16 · 18 Nov 2024 · 9 min
Ep 16 - Portfolio Perspectives from the CIO's Office - 18 Nov 24
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…
S2024 · E15 · 3 Nov 2024 · 4 min
Ep 15 - Portfolio Perspectives from the CIO's Office - 1 Nov 24
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…
S2024 · E14 · 3 Oct 2024 · 7 min
Ep 14 - Portfolio Perspectives from the CIO's Office - 3 Oct 24
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…
S2024 · E13 · 4 Sep 2024 · 6 min
Ep 13 - Portfolio Perspectives from the CIO's Office - 3 Sep 24
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…
S2024 · E12 · 6 Aug 2024 · 6 min
Ep 12 - Portfolio Perspectives from the CIO's Office - 6 Aug 24
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…
S2024 · E11 · 23 Jul 2024 · 10 min
Ep 11 - Portfolio Perspectives from the CIO's Office - 17 July 24
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.…
S2024 · E10 · 1 Jul 2024 · 5 min
Ep 10 - Portfolio Perspectives from the CIO's Office - 1 July 24
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…
S2024 · E9 · 7 Jun 2024 · 8 min
Ep 9 - Portfolio Perspectives - Deanne Baker - 5June2024
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 the above and brings you more insights from the CIO Office. Disclaimer IMPORTANT INFORMATION: This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate…
S2024 · E8 · 13 May 2024 · 11 min
Ep 8 - Portfolio Perspectives - Nathan Lim and Lydia Khalil - 13May2024
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 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…
S2024 · E7 · 7 May 2024 · 4 min
Ep 7 - Lonsec Portfolio Perspectives from the CIO's Office - 6 May 24
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 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…
S2024 · E6 · 24 Apr 2024 · 6 min
Ep 6 - Lonsec Portfolio Perspectives from the CIO's Office - 18 April 2024
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 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…

About Portfolio Perspectives

Portfolio Perspectives is a English business podcast from Evidentia Group. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Evidentia Group
Language: English
Category: Business
New episodes: Monthly
Typical length: 8 min
Latest episode: 9 Sep 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1729132180
Rights: Evidentia Group

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