Hong Hon, Manager, Global Equities, Lonsec The current global equities environment is increasingly defined by an uncomfortable paradox – the performance of broad benchmarks that…
Navigating a narrowing market: Concentration, leadership and the active risk dilemma Read More »
Payal Vasa, Manager, Real Assets, Lonsec Infrastructure has typically been used as a defensive part of portfolios, mainly for income and diversification. While that hasn’t…
Infrastructure: From defensive allocation to structural growth Read More »
The announcement of an uneasy US-Iran ceasefire in early April helped drive some recovery within markets and benefited Super Fund returns in April. Leading superannuation…
Media release: Returns searching for hope of Iran War resolution Read More »
Michael Elsworth, Manager, Fixed Income, Lonsec Managers within the Unconstrained Bonds and Specialised Income sectors have been shifting their portfolios in response to the uncertain…
Superannuation balances fell sharply over March as events in Iran evolved and the disruption to global oil supplies exacerbated emerging economic pressures. Leading research house…
Media release: March market shock hits super balances Read More »
Hong Hon, Manager, Global Equities, Lonsec Since my last article, AI Stocks: Bubble or Structural Shift? back in December 2025, markets have mostly stayed upbeat,
AI stocks: What’s changed so far in 2026, and why has SaaS just blinked at AI agents? Read More »
Despite the Reserve Bank of Australia raising rates at the start of the month, superannuation balances continued to grow in February. Superannuation research house, SuperRatings, estimates the median balanced option rose by 1.1% over…
Media release: Returns under pressure as uncertainty builds Read More »
Michael Elsworth, Manager, Fixed Income, Lonsec In December 2024, APRA announced the phase-out of Additional Tier 1 securities (AT1 or hybrids) as eligible bank capital,
The great Australian bank hybrid phase-out Read More »
