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Portfolio Perspectives
Lonsec Investment Solutions
28 episodes
5 days ago
LIS brings you the firm’s best thinking on topics and issues relevant to Australian investors.
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Investing
Business
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All content for Portfolio Perspectives is the property of Lonsec Investment Solutions and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
LIS brings you the firm’s best thinking on topics and issues relevant to Australian investors.
Show more...
Investing
Business
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Ep 28 - Portfolio Perspectives - 5 November 2025
Portfolio Perspectives
5 minutes 10 seconds
5 days ago
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 Strategist of Evidentia Group.

Important Information: 

This information is published by Lonsec Investment Solutions Pty Ltd (LIS) ABN 95 608 837 583, a Corporate Authorised Representative of Evidentia Financial Services Pty Ltd ABN97 664 546 525 AFSL 546217 (EFS). Generation Development Group Limited ABN 90 087 334 370 (GDG) is the ultimate parent company of LIS and EFS. LIS creates the model portfolios it distributes using the investment researchprovided by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445 (Lonsec Research), also a GDG company, but is not involved in Lonsec Research’s investment research process.

Warnings: 

Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this publication is limited to “general advice” (as defined in the Corporations Act 2001 (Cth)) and does not take into account investors’ objectives, financial situation or needs. Investors should consider the appropriateness of the information and relevant Product Disclosure Statement (PDS) or offer document (and where relevant, applicable target market determination) before deciding whether to acquire, or to continue to hold a financial product. If you require financial advice that takes into account your personal objectives, financial situation and needs, you should consult your licensed or authorised financial adviser.

Disclaimer: 

This information is based on sources considered to be reliable.  It is based on our judgement at the time of issue and is subject to change. No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this publication. To the extent permitted by law, none of GDG and its related entities, their directors, officers, employees and agents accepts any liability for any loss or damage as a result of any reliance on this information.

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