5 episodes

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

Lonsec Portfolio Perspectives from the CIO's office Lonsec

    • Business

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

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

    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 away, why then is the US yield curve still inverted?


    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

    • 3 min
    Ep 4 - Lonsec Portfolio Perspectives from the CIO's Office - 12 Mar 2024

    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 Portfolio Perspectives from Lonsec.


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

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

    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 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.

    • 8 min
    Ep 1 - Lonsec Portfolio Perspectives from the CIO's Office - Jan 2024

    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 (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.

    • 5 min

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