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Libby Newman appointed Executive Director of Lonsec Research

Lonsec’s investment consulting team continues to expand, with a focus on providing bespoke investment solutions. “The quality of our investment research forms the basis of everything we do at Lonsec,”…

https://www.lonsec.com.au/2018/09/02/libby-newman-appointed-executive-director-of-lonsec-research/

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Understanding super no longer optional for advisers

have lacked an end-to-end investment research solution that provides superannuation fund research along with managed funds, equities, Separately Managed Accounts (SMAs), listed securities, and individual super fund investment options. The…

https://www.lonsec.com.au/2018/11/15/understanding-super-no-longer-optional-for-advisers/

Lonsec appoints new Executive Director of Sales and Marketing

The appointment forms part of Lonsec’s new executive structure which establishes greater unity between the Lonsec Research, SuperRatings and Investment Solutions businesses, to provide more holistic investment solutions. “I’m very…

https://www.lonsec.com.au/2018/11/15/lonsec-appoints-new-executive-director-of-sales-and-marketing/

Natural or artificial? The choice for retirees on reducing portfolio volatility

constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. INFORMATION ABOUT AB AB is a leading global investment management and…

https://www.lonsec.com.au/2018/08/01/natural-or-artificial-the-choice-for-retirees-on-reducing-portfolio-volatility-alliancebernstein/

Value investing has taken a hit in 2018

on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular…

https://www.lonsec.com.au/2018/06/20/value-investing-has-taken-a-hit-in-2018/

Indian summer for emerging market investors

…and based solely on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”)…

https://www.lonsec.com.au/2018/07/03/indian-summer-for-emerging-market-investors/

Rethinking Fixed Income in Retirement

…rate environment. Being neither inherently bad or good investments, the focus should be on the balance of risk vs. return and how they might behave relative to your other investments…

https://www.lonsec.com.au/2018/09/27/rethinking-fixed-income-in-retirement-ardea/

Small caps shine as Australia’s biggest stocks lag

…(C’th)) and based solely on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial…

https://www.lonsec.com.au/2018/06/29/small-caps-shine-as-australias-biggest-stocks-lag/

Beware the dividend honeypot—the lesson of Telstra

…on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular…

https://www.lonsec.com.au/2018/07/05/beware-the-dividend-honeypot/