EVERYTHING IS BROKEN – 2020 Lonsec Symposium

Tuesday, 5 May 2020, 8:30am  |  ICC Sydney

Experts in investment research, consulting and managed accounts

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Financial Adviser

Independent financial advisers, dealer groups and advice licensees

Fund Manager

Fund managers with new or existing products for the Australian market

Super Fund

Retail, not-for-profit and corporate superannuation funds

DIY Investor

Self-directed investors
and SMSF trustees

Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, portfolio consulting, managed accounts and data and analytics. The Lonsec group is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to our investment and advice solutions.

Latest news & insights

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Advisers now have help to avoid getting caught out by the new FASEA Code

The FASEA Code of Ethics Standard is now in force as of 1 January 2020, and the challenge for advisers is not just to pass the exam but also to make the necessary changes to their business practices. According to leading research house Lonsec,…
/ by Gordon Toy
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Super funds immunised against short-term volatility

According to estimates from leading research house SuperRatings, super funds had a positive start to 2020, with the median balanced option returning 1.9% in January, driven predominately by gains from Australian and International shares. The…
/ by Kirby Rappell
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The coronavirus outbreak and the impact on financial markets

The outbreak of the coronavirus in over 28 countries has sent shockwaves through global financial markets over the past fortnight with increasing levels of uncertainty and misinformation evident across a number of regions. While there are many…
/ by Danial Moradi
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Retirement Income Review – what you should know

What is it? In September 2019, Treasurer Josh Frydenberg announced a long-awaited independent review of Australia’s retirement income system. The review, recommended by the Productivity Commission, will examine the retirement income…
/ by Michael Elsworth
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Could the healthcare sector flatline in 2020?

The Australian Health Care sector has had another stellar year, with the S&P/ASX 200 Health Care Index providing a substantial 43.5% total return over 2019. This was substantially higher than the still impressive 23.4% return provided by…
/ by Peter Green
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20 Lessons from 20 Years of Quality and Value Investing

The following lesson is one of IML’s ‘20 lessons for 20 years of quality and value investing’, which were recently published by Anton Tagliaferro and the IML investment team to mark 20 years since IML was founded. We chose this lesson…
/ by IML

What will markets bring in 2020?

Happy New Year and welcome back! It has been a tumultuous time for our country and our thoughts go out to those that have lost homes and loved ones due to the bushfires that have engulfed Australia. Calendar year 2019 saw most asset classes…
/ by Lukasz de Pourbaix
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The art of the deal: why trade war volatility will return in 2020

Trump’s bombastic and provocative approach to the trade war has culminated in a tumultuous two years for capital markets. Sudden increases in tariffs have been followed by back downs, bravado has given way to overtures, and severe selloffs…
/ by Calvin Richardson
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UniSuper takes top spot in 2019

For consumers, 2019 was a year best forgotten as negative economic news created an almost perpetual drag on sentiment and global uncertainty resulted in repeated bouts of volatility. But for investors, including Australia’s 15 million super…
/ by Kirby Rappell
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Events

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Lonsec Symposium 2020

Make sure you keep Tuesday, 5 May 2020 free in your diary for the Lonsec Symposium. It will be held at the International Convention Centre in Sydney. The Lonsec Symposium 2020 will feature leading speakers offering real insights and actionable…
/ by Lonsec
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Lonsec and IML Retire Partner Webinar

Join Veronica Klaus, Head of Lonsec Investment Consulting and IML Portfolio Manager Michael O’Neill who will illustrate the benefits of compounding by showing how companies that reinvest back into their businesses can reward investors with…
/ by Lonsec
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Irate Training Webinar

Lonsec Irate Training Schedule Did you know Lonsec offers a weekly training webinar to help you get most out of your iRate Subscription?  This rolling weekly webinar program includes sessions which provide an overview of iRate, Lonsec's…
/ by Lonsec
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Irate Training Webinar

Lonsec Irate Training Schedule Did you know Lonsec offers a weekly training webinar to help you get most out of your iRate Subscription?  This rolling weekly webinar program includes sessions which provide an overview of iRate, Lonsec's…
/ by Lonsec



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