Stay calm, carry on… really. In this edition of Portfolio Perspectives, we hear from Danial Moradi, Portfolio Manager at Lonsec Investment Solutions. The key messages…
Portfolio Perspectives from the CIO Office: March 2025 Read More »
Solid macroeconomic conditions take a back seat to a tariff war. In the first edition of Portfolio Perspectives for 2025, we hear from Nathan Lim,
Portfolio Perspectives from the CIO Office: February 2025 Read More »
The next economic cycle may have already started. In this month’s edition of Portfolio Perspectives, we hear from Nathan Lim, Chief Investment Officer of Lonsec…
Portfolio Perspectives from the CIO Office: December 2024 Read More »
US Elections update – the road from political victory to policy implementation is long and winding. In response to last week’s US elections, Nathan Lim,…
FLASH NOTE: Portfolio Perspectives from the CIO’s Office, 11 November 2024 Read More »
We publish our biennial Strategic Asset Allocation (SAA) update and reiterate our pro-cyclical Dynamic Asset Allocation (DAA) tilts. In this month’s edition of Portfolio Perspectives,…
Portfolio Perspectives from the CIO Office: November 2024 Read More »
Explaining the shift to Slight Overweight for Global Listed Property, and Slight Underweight for Australian Equities. In this month’s edition of Portfolio Perspectives from Nathan…
Portfolio Perspectives from the CIO Office: October 2024 Read More »
ASX100 corporate earnings, commodity prices, Australian equity valuations and growth outlooks for FY25. In this month’s edition of Portfolio Perspectives from Dan Moradi, Portfolio Manager,…
Portfolio Perspectives from the CIO Office: September 2024 Read More »
Special update off the back of Friday’s sharp sell-off in global equity markets. In this Portfolio Perspectives special update from Lonsec Chief Investment Officer, Nathan…
FLASH NOTE: Portfolio Perspectives from the CIO Office Read More »
