Lonsec participates in Asset roundtable

Lukasz de Pourbaix, of Lonsec’s Investment Consulting team, recently participated in a round table with Asset magazine, published in the March edition. The round table pulled together a number of industry personnel to discuss the role of cash in client portfolios and some of the products that fall into that category.

While Lonsec does not rate “vanilla” cash products, it does rate enhanced cash and other ‘alternative income’ products. During the round table Lukasz noted that “...not all cash funds are genuine cash funds. Some are exposed to highly rated credit securities.”

For more detail, refer to the March edition of Asset.

Lonsec to select finalists and winners of Fund Manager of the Year 2010

For the third year, Lonsec has been invited by Money Management to select the finalists and winners for the 22nd Fund Manager of the Year (FMOTY) awards.

As with previous years, finalists and winners will be selected based on a combination of past performance and forward looking measures. The awards will be held in Sydney on 13 May – see Money Management for more details. Key Lonsec personnel will once again be in attendance at the awards.

Another successful Roadshow

Lonsec has just completed another successful national Roadshow, presenting to more than 1,000 financial advisers. The theme of the 2010 Roadshow was Australian Equities, with Jeremy Pree, Manager Stockbroking, discussing direct equities and Paul Pavlidis, Head of Ratings–Equity Managed Funds, looking at Australian equity funds.

Both presenters looked at how their respective Australian equities fared during the recent turmoil and which stocks and funds are best positioned to add value going forward. Videos of the sessions will be available to subscribers soon.

Vox Pop – is it time for Commercial Property?

Kevin Prosser, Lonsec’s Head of Property & Infrastructure Research, recently appeared in Smart Investor’s March Vox Pop on commercial property. Is it time?

Kevin believes the recovery will be modest, while most capital city markets have probably bottomed (with the odd laggard) although recovery in values will be modest given capital constraints and the unwinding of government packages.

For more information see the March edition of AFR Smart Investor magazine.