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Fixed Income, News

Credit spreads are tight. So where is the value in fixed income?

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Alexander Warren, Investment Analyst, Lonsec Despite higher fixed income yields, tight credit spreads raise an important question: are investors being adequately compensated for the risks they take? Government bond yields have continued to rise since their COVID lows, lifting income across fixed income markets. Alongside tight credit spreads, however, investors receive less compensation for absorbing […]

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Media releases, News, SuperRatings

Media release: Inflation and uncertainty cloud October super returns

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Superannuation returns struggled to recover from the September downturn in October, with superannuation research house SuperRatings estimating that the median balanced option return was flat over the month. This left estimated financial year-to-date earnings at a subdued 0.7% for the first four months of the year. “Stronger-than-expected inflation data both at home and abroad, US

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Fixed Income, Lonsec Lens, News, Videos

Lonsec Lens: The Great Income Reset

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The intended audience of Lonsec Lens is wholesale clients only. A ‘wholesale client’ is defined in the Corporations Act. The content of Lonsec Lens is limited to general advice. It does not take into account any individuals’ objectives, financial situation or needs. By viewing the content below, you confirm that you are a wholesale client and that you are aware

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Fixed Income, News

Artificial intelligence and the transformation of global fixed income markets

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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 —

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Media releases, News, SuperRatings

Media release: Super Returns Stumble in September

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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,

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Alternatives, News

How trend following is evolving: One label, multiple distinct philosophies

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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

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Media releases, News, SuperRatings

Media release: Solid August performance builds on positive start to FY27

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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

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Multi-Asset, News

Looking Beyond Returns: A Framework for Assessing Managed Accounts

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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

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