Ep 28 – Portfolio Perspectives – 5 November 2025
Rotation is the name of the game in this November edition of Portfolio Perspectives. Hosted by Nathan Lim, Chief Investment […]
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Ep 27 – Portfolio Perspectives – 16 October 2025
In this episode of Portfolio Perspectives, Dan Moradi, our Portfolio Manager, Listed Products, takes a look at Australian equities, as well
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Portfolio Perspectives – October 2025
Green shoots in Emerging Markets? In this month’s edition, Dan Moradi, our Portfolio Manager, Listed Products, takes a look at
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Ep 26 – Portfolio Perspectives – 18 September 2025
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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Portfolio Perspectives – September 2025
Who’s picking up the tariff bill? In this month’s edition, we take a look at the resilience of US corporates
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Ep 25 – Portfolio Perspectives – 9 September 2025
In this episode of Portfolio Perspectives, Deanne Baker explores how US corporates and consumers are navigating tariffs, resilient earnings, and
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Portfolio Perspectives – August 2025
Tariff concerns behind us, get invested. Key Messages for Investors
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Ep 24 – Portfolio Perspectives – 6 August 2025
In this episode of Portfolio Perspectives, Nathan Lim takes a look at tariffs, trade agreements and valuations. Disclaimer IMPORTANT INFORMATION: This
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