HeyJaredPortfolio Perspectives
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.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 9, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Ep 35 – Portfolio Perspectives – 9 September 2026 (opens the original)
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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
Ep 34 - Portfolio Perspectives - 3 August 2026 (opens the original)
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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 b
Ep 33 - Portfolio Perspectives - 6 July 2026 (opens the original)
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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 servi
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