Portfolio Perspectives Archives

Ep 30 – Portfolio Perspectives – 5 February 2026

By Deanne Baker / February 5, 2026

The February 2026 edition of Portfolio Perspectives is hosted by Deanne Baker, Deputy Chief Investment Strategist and Portfolio Manager. This […]

By Deanne Baker / February 5, 2026

Key Messages for Investors

By Nathan Lim / December 2, 2025

We take a special look at Gold in this December edition of Portfolio Perspectives. Key Messages for Investors

By Nathan Lim / December 2, 2025

Muddling through the macro so let’s gab about gold. The December 2025 edition of Portfolio Perspectives is hosted by Nathan

By Nathan Lim / November 6, 2025

Rotation is the name of the game in the November edition of Portfolio Perspectives. Portfolio Perspective – A Unified Investment

By Nathan Lim / November 5, 2025

Rotation is the name of the game in this November edition of Portfolio Perspectives. Hosted by Nathan Lim, Chief Investment

By Dan Moradi / October 17, 2025

In this episode of Portfolio Perspectives, Dan Moradi, our Portfolio Manager, Listed Products, takes a look at Australian equities, as well

By Dan Moradi / October 16, 2025

Green shoots in Emerging Markets? In this month’s edition, Dan Moradi, our Portfolio Manager, Listed Products, takes a look at