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.

In this episode of Portfolio Perspectives, Dan Moradi, our Portfolio Manager, Listed Products, takes a look at Australian equities, as well as a detailed look at China and emerging markets equities.

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.

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 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.

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 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

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 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

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 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

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 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

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 Strategic Asset Allocation.

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

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: 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

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 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