Portfolio Perspectives Podcast
Join Lonsec Chief Investment Officer and Executive Director, Nathan Lim, as he unpacks our latest views on the market and what it means for our managed portfolios.
Latest Episode
Lonsec Portfolio Perspectives from the CIO’s Office:
Episode 14 – 3 October 2024
In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how we believe the interest rate cycle has turned creating a tailwind for risk assets.
The Portfolio Perspectives Podcast is a companion to our monthly portfolio update, containing charts and commentary that is also written by our Chief Investment Officer, Nathan Lim.
Previous Episodes
Lonsec Portfolio Perspectives from the CIO’s Office: Episode 13 – 4 September 2024
In this month’s portfolio perspectives, Dan Moradi, Portfolio Manager for Lonsec’s Listed products, provides an update on the Australian equity market following a very interesting profit reporting period in August.
Ep 12 – Lonsec Portfolio Perspectives from the CIO’s Office – 6 August 2024
This month’s episode of Portfolio Perspectives is a special update from Nathan Lim, CIO of Lonsec Investment Solutions. Nathan unpacks the sharp sell-off we have seen in global equity markets since last Friday.
Ep 11 – Lonsec Portfolio Perspectives from the CIO’s Office – 17 July 2024
In this month’s Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, and Nick Field, Portfolio Manager – Implemented Portfolios, dive into their recent call to favour Europe and Japan in our development Market Equity allocation.
Ep 10 – Lonsec Portfolio Perspectives from the CIO’s Office – 1 July 2024
In this month’s Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions, talks about how in response to global macroeconomic forecasts and contemporaneous, forward-looking data suggesting a positive but muted economic outlook, we have brought our overall Growth/Defensive split back to Neutral.
Ep 9 – Lonsec Portfolio Perspectives from the CIO’s Office – 5 June 2024
In our May CIO Perspectives podcast, we re-affirmed our view that the RBA was unlikely to cut rates before year end thanks to sticky inflation. With that in mind, we asked ourselves; is our base case for a ‘soft-landing’, where growth continues to moderate in an orderly fashion, still plausible?
Join Deanne Baker, Deputy Chief Investment Officer of Lonsec Investment Solutions, as she elaborates on the above and brings you more insights from the CIO Office.
Ep 8 – Lonsec Portfolio Perspectives from the CIO’s Office – 13 May 2024
With 2024 being a year of elections, in this episode of Portfolio Perspectives, Nathan Lim, CIO at Lonsec Investment Solutions, catches up with Lydia Khalil, a research fellow on transnational challenges at the Lowy Institute and a director at Arcane Partners, to discuss how the US elections and other geopolitical issues will impact markets.
Ep 7 – Lonsec Portfolio Perspectives from the CIO’s Office – 6 May 2024
In this episode of Portfolio Perspectives, Nathan Lim, CIO at Lonsec Investment Solutions, observes that inflation continues to be sticky in Australia and the US. How sticky will inflation be from here on in?
Ep 6 – Lonsec Portfolio Perspectives from the CIO’s Office – 18 Apr 2024
In this episode of Portfolio Perspectives, Nathan Lim CIO of Lonsec Investment Solutions, is joined by Ron Mehmet, Portfolio Manager, LIS Tailored Investment Solutions, to discuss all things bonds, particularly our view that Australian bonds will outperform global bonds because of the stronger fiscal position of the Australian government relative to the US government.
Ep 5 – Lonsec Portfolio Perspectives from the CIO’s Office – 4 Apr 2024
In this month’s Portfolio Perspectives with Nathan Lim, CIO of Lonsec Investment Solutions, we continue to observe that macroeconomic data continues to come in supporting our expectations for a “soft landing”. The question that is front of mind for us is, with recession risk seemingly falling away, why then is the US yield curve still inverted?
Ep 4 – Lonsec Portfolio Perspectives from the CIO’s Office – 12 Mar 2024
With the February reporting season just ended, what are the key take outs for Australian Equities?
Ep 3 – Lonsec Portfolio Perspectives from the CIO’s Office – 7 Mar 2024
With inflation remaining sticky and central bank rate cuts taking longer than the market thinks, how are we positioning growth allocation in our portfolios, and do we believe a soft landing is still the most likely route for markets?
Ep 2 – Lonsec Portfolio Perspectives from the CIO’s Office – 14 Feb 2024
In this episode of Portfolio Perspectives, Nathan Lim, CIO of Lonsec Investment Solutions talks with Nick Field Lead Portfolio Manager for the IPL range of Model Portfolios, about what makes Small Caps such an interesting asset class into today’s markets.
Ep 1 – Lonsec Portfolio Perspectives from the CIO’s Office – Jan 2024
In this month’s Portfolio Perspectives, Lonsec moves into the “soft landing” camp as we observe that the Services Economy, consumers and strong employment conditions paint an optimistic outlook.
About the host
Nathan Lim
Executive Director & Chief Investment Officer, Lonsec Investment Solutions
Click to see bio
Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market.
He was previously with Morgan Stanley Wealth Management from 2016 to 2023, holding senior roles in Sydney and Hong Kong, where he developed their multi-asset investment approach, which was recognised by the Institute of Managed Account Professionals as the winner in the 2021 Multi-Asset and Licensee Managed Account categories.
Before Morgan Stanley, Nathan was with Australian Ethical Investment, managing the Australian Ethical International Shares Fund, which won the Best International Equities Award from the Australian Fund Manager Foundation in 2014. He started his career in 1995 and has extensive experience in asset management, research and stockbroking that has taken him across Asia, North America, the Middle East and Australia.
Nathan is a frequent speaker and writer on global market issues, has a Bachelor of Commerce from the University of British Columbia, is an Honorary Adjunct Professor with the University of Technology Sydney Business School and is a CFA® charterholder.
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.