Lonsec Portfolio Perspectives from the CIO's office

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Lonsec Portfolio Perspectives from the CIO's office

Lonsec brings you the firm’s best thinking on topics and issues relevant to Australian investors.

  1. 4 DIC

    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 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

    7 min

  2. 18 NOV

    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 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

    9 min

  3. 3 NOV

    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 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

    4 min

  4. 3 OCT

    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 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

    7 min

  5. 4 SEPT

    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 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

    6 min

  6. 6 AGO

    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 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

    6 min

  7. 23 JUL

    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. 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

    10 min

  8. 1 JUL

    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 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

    5 min
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Lonsec brings you the firm’s best thinking on topics and issues relevant to Australian investors.

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