Portfolio Perspectives
Lonsec Investment SolutionsLIS brings you the firm’s best thinking on topics and issues relevant to Australian investors.
| Publishes | Monthly | Episodes | 26 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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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Disclaimer
IMPORTANT INFORMATION: This recording is published by Lonsec Investment So... more
In this episode of Portfolio Perspectives, Deanne Baker explores how US corporates and consumers are navigating tariffs, resilient earnings, and policy cross currents amid stretched valuations.
Disclaimer
IMPORTANT INFORMATION: This recording is pu... more
In this episode of Portfolio Perspectives, Nathan Lim takes a look at tariffs, trade agreements and valuations.
Disclaimer
IMPORTANT INFORMATION: This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporat... more
In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how the orderly slowing in the hard data justifies the eerie calm in markets.
Disclaimer
IMPORTANT INFORMATION: This recording is published by Lo... more
In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how US policy uncertainty has led us to changes in our defensive mix.
Disclaimer
IMPORTANT INFORMATION: This recording is published by Lonsec Inv... more
In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how the Trump administration's tariff plans have negatively affected global markets, underscoring the need for investors to focus on their Strategi... more
In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, says that the US tariff war is not fake news.
Disclaimer
IMPORTANT INFORMATION: This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN... more
In this episode of Portfolio Perspectives, Dan Moradi - Portfolio Manager for Lonsec's Listed Products, provides an update on the Australian equity market, following the interim reporting period in February.
Disclaimer
IMPORTANT INFORMATION: This ... more
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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Which podcasts are similar to Portfolio Perspectives?
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1. FirstTech Podcast
2. NAB Morning Call
3. CommSec Market Update
4. Inside the Rope with David Clark
5. Chanticleer
How many episodes of Portfolio Perspectives are there?
Portfolio Perspectives launched 2 years ago and published 26 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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