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Portfolio Perspectives

by Evidentia Group

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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Episodes

  1. 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...

  2. 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...

  3. 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…

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  4. 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....

  5. 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...

  6. 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...

  7. 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…

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  8. 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...

  9. 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)...

  10. 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...

  11. 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...

  12. 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)…

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  13. 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...

  14. 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…

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  15. 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...

  16. 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…

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  17. 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...

  18. 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...

  19. 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...

  20. 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…

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  21. 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…

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  22. 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)...

  23. 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...

  24. 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…

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  25. 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…

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  26. 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...

  27. 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?...

  28. 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...

  29. 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...

  30. 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...

  31. Ep 5 - Lonsec Portfolio Perspectives from the CIO's Office - 4 April 2024

    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…

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  32. Ep 4 - Lonsec Portfolio Perspectives from the CIO's Office - 12 Mar 2024

    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...

  33. Ep 3 - Lonsec Portfolio Perspectives from the CIO's Office - 7 Mar 2024

    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...

  34. Ep 2 - Lonsec Portfolio Perspectives from the CIO's Office - 14 Feb 2024

    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...

  35. Ep 1 - Lonsec Portfolio Perspectives from the CIO's Office - Jan 2024

    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...

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ABOUT THIS SHOW

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.

HOSTED BY

Evidentia Group

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does Portfolio Perspectives have?

Portfolio Perspectives currently has 35 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Portfolio Perspectives about?

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...

How often does Portfolio Perspectives release new episodes?

Portfolio Perspectives has 35 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Portfolio Perspectives?

You can listen to Portfolio Perspectives on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Portfolio Perspectives?

Portfolio Perspectives is created and hosted by Evidentia Group.
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