About Lonsec Portfolio Perspectives from the CIO's office
The Portfolio Perspectives Podcast is a companion to our monthly portfolio update, containing charts and commentary that is also written by the office of the CIO, providing a unified investment view from the Evidentia Group Investment Team.
This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com.
The September 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist at Evidentia Group. This month we take a look at the domestic economy, and Dan Moradi, Portfolio Manager - Listed Products, joins us to discuss the most recent reporting season.
This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com.
Important Information:
The information contained in this podcast is provided by Evidentia. Evidentia means Evidentia Group Holdings Pty Ltd ACN 665 634 382 and its related entities. All financial services included in this podcast are authorised by Evidentia Financial Services Pty Ltd ACN 664 546 525 AFSL 546217. It is general information only and does not constitute financial product advice. If any statements made (either alone or together) constitute advice, then the advice is general advice only and does not take into account anyone’s objectives, financial situation or needs.
Before making an investment decision based on this material you should consider whether it is appropriate to your particular circumstances. Where the material relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product. Please refer to your financial adviser for further details and any disclosure documents relevant to you.
This podcast is based on information 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 document. Except for liability which cannot be excluded, Evidentia, its directors, employees, agents, and related bodies corporate disclaim all liability in respect of any error or inaccuracy in, or omission from, this document and any person’s reliance on it. This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. If this podcast contains any performance data, then past performance is not a reliable indicator of future performance.
2 Aug 2026
Ep 34 - Portfolio Perspectives - 3 August 2026
The August 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist at Evidentia Group. This month we unpack why US earnings growth has been so much stronger than growth in the underlying economy would imply.
This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com.
Important Information:
The information contained in this podcast is provided by Evidentia. Evidentia means Evidentia Group Holdings Pty Ltd ACN 665 634 382 and its related entities. All financial services included in this podcast are authorised by Evidentia Financial Services Pty Ltd ACN 664 546 525 AFSL 546217. It is general information only and does not constitute financial product advice. If any statements made (either alone or together) constitute advice, then the advice is general advice only and does not take into account anyone’s objectives, financial situation or needs.
Before making an investment decision based on this material you should consider whether it is appropriate to your particular circumstances. Where the material relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product. Please refer to your financial adviser for further details and any disclosure documents relevant to you.
This podcast is based on information 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 document. Except for liability which cannot be excluded, Evidentia, its directors, employees, agents, and related bodies corporate disclaim all liability in respect of any error or inaccuracy in, or omission from, this document and any person’s reliance on it. This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. If this podcast contains any performance data, then past performance is not a reliable indicator of future performance.
6 Jul 2026
Ep 33 - Portfolio Perspectives - 6 July 2026
The July 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist at Evidentia Group.
This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com.
Important Information:
The information contained in this podcast is provided by Evidentia. Evidentia means Evidentia Group Holdings Pty Ltd ACN 665 634 382 and its related entities. All financial services included in this podcast are authorised by Evidentia Financial Services Pty Ltd ACN 664 546 525 AFSL 546217. It is general information only and does not constitute financial product advice. If any statements made (either alone or together) constitute advice, then the advice is general advice only and does not take into account anyone’s objectives, financial situation or needs.
Before making an investment decision based on this material you should consider whether it is appropriate to your particular circumstances. Where the material relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product. Please refer to your financial adviser for further details and any disclosure documents relevant to you.
This podcast is based on information 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 document. Except for liability which cannot be excluded, Evidentia, its directors, employees, agents, and related bodies corporate disclaim all liability in respect of any error or inaccuracy in, or omission from, this document and any person’s reliance on it. This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. If this podcast contains any performance data, then past performance is not a reliable indicator of future performance.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
5.0 / 5
7 ratings
Podcast Authority Score: 18 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
11
Social presence
0
YouTube
0
Engagement
60
Contact Lonsec Portfolio Perspectives from the CIO's office
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Lonsec Portfolio Perspectives from the CIO's office?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
