8 min
Ep 3 - Lonsec Portfolio Perspectives from the CIO's Office - 7 Mar 2024 Lonsec Portfolio Perspectives from the CIO's office
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- Investing
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 Baker, Deputy Chief Investment Officer, Lonsec Investment Solutions as they answer these questions and more in this month’s episode of Portfolio Perspectives.
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.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.
Portfolio Perspectives Podcast - Lonsec
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 Baker, Deputy Chief Investment Officer, Lonsec Investment Solutions as they answer these questions and more in this month’s episode of Portfolio Perspectives.
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.
WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.
DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.
Portfolio Perspectives Podcast - Lonsec
8 min