Portfolio Perspectives
Evidentia GroupThe 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 ev... more
| Publishes | Monthly | Episodes | 29 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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 fin... more
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 ... more
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 publ... more
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 So... more
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 pu... more
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 corporat... more
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 Lo... more
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 Inv... more
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to Portfolio Perspectives?
These podcasts share a similar audience with Portfolio Perspectives:
1. The Point: Professional investing in Australia with Perpetual
2. NAB Morning Call
3. MAGELLAN - In The Know
4. Chanticleer
5. The Money Puzzle
How many episodes of Portfolio Perspectives are there?
Portfolio Perspectives launched 2 years ago and published 29 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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