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Lonsec Lens: The Great Income Reset Read More »
Michael Elsworth, Manager, Fixed Income, Lonsec Artificial intelligence is emerging as an increasingly important structural theme for global fixed income markets. While the investment case for AI has initially been dominated by equity-market valuations, the next phase of the AI investment cycle is increasingly being transmitted through credit markets. The five major US hyperscalers —
Artificial intelligence and the transformation of global fixed income markets Read More »
Leading superannuation research house SuperRatings estimates that the median balanced option will have recorded a -0.4% fall over the month of September. This loss was largely driven by the underperformance of Australian equities, which fell over 3% as sticky inflation prompted another increase to the cash rate by the Reserve Bank of Australia (RBA). Meanwhile,
Media release: Super Returns Stumble in September Read More »
Amber Sunil, Senior Investment Analyst, Lonsec Insights from Lonsec’s 2026 Alternatives review cycle “Trend following” is a single label doing a lot of work. Every manager in Lonsec’s rated universe of five ‘trend’ managers starts from the same core premise: identify persistent price trends and profit from both rising and falling markets. But conversations across
How trend following is evolving: One label, multiple distinct philosophies Read More »
Following a subdued start to the financial year in July, super funds experienced stronger growth in August with leading superannuation research house SuperRatings estimating that the median balanced option returned 0.8% to members over the month. “Despite persistent inflation and ongoing geopolitical uncertainty, the first two months of FY27 have seen super funds deliver a
Media release: Solid August performance builds on positive start to FY27 Read More »
Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio
Looking Beyond Returns: A Framework for Assessing Managed Accounts Read More »
Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio
Beyond the Portfolio: Governance and Implementation as Competitive Differentiators Read More »
Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio
Managed Accounts Insights: The Evolution of Managed Accounts Read More »
