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 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.