Author Archive for: nathanlim

Entries by Nathan Lim

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Lonsec Managed Portfolios Quarterly Update – Q1, 2024

In this quarterly webinar, host Marc Hraiki is joined by Nathan Lim for a market update and outlook from the CIO’s Office, as well as a summary of changes to asset allocation. ​​Deputy CIO Deanne Baker also provides performance and positioning updates on the Lonsec Multi Asset, Lonsec Retirement and Lonsec Sustainable Managed Portfolios, while […]

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Portfolio Perspectives from the CIO Office: May 2024

In this month’s edition of Portfolio Perspectives, the key messages for investors are: Inflation continues to be sticky, but how sticky it is from here is now in focus. A recent IMF paper examining the historical record of inflation provides a good framework to consider how much longer will inflation remain “unresolved”. Inflation took, on […]

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Portfolio Perspectives from the CIO Office: February 2024

In this month’s edition of Portfolio Pespectives, the key messages for investors are: Lonsec moves into the ’soft landing‘ camp The services economy is the key driver within most major economies and this portion of the global economy remains in expansionary conditions Consumer spending is constructive, fuelling the services economy Unemployment is near multi-decade lows […]

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