After a sharp sell-off in October, markets rallied strongly over November and December, after hints from central banks that the end of the current rate hiking cycle is imminent, leading the market to start pricing in potential rate cuts in 2024. From a portfolio perspective, Lonsec’s Listed Managed Portfolios generated strong returns over the quarter, […]
Despite the market sell-off in September, rolling year portfolio returns remain positive, and ahead of the Benchmark, for Lonsec’s Listed Managed Portfolios, which is good to see after a difficult 2022, with portfolio returns ranging from 5.9% in the Conservative profile to 12% for the High Growth portfolio. Portfolio Manager for the Listed portfolios Dan […]
Lonsec’s Listed Managed Portfolios generated strong returns over the June quarter, outperforming the peer group benchmark, with returns this year primarily driven by the portfolio’s growth allocations, particularly global equities. Portfolio Manager for the Listed portfolios Dan Moradi provides a market and portfolio update, covering performance, positioning and outlook. The information in this video is prepared by […]
The first quarter of the year brought a new source of volatility to financial markets in the failure of two US regional banks, with serious doubts remaining over several others. Soon afterwards, the Swiss government arranged for the ailing Credit Suisse to be taken over by rival UBS at a fraction of its trading price […]
Overall, 2022 was a year to forget for both equity and bond investors, with both asset classes generating negative returns over the calendar year. In fact, aside from commodities and the USD, almost all other major asset classes generated negative returns over the year. In line with the broader market, Lonsec’s Listed Managed Portfolios generated […]
Equity markets experienced heavy declines in September, with Global Equities losing 5.2% (in US dollars) over the quarter, bringing year-to-date returns to -17.5%. For Australian investors, the 14% decline in the Australian dollar so far in 2022 has helped cushion the impact of this drawdown in global equities, in local currency terms. Australian Equities fared […]
In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following an interesting August reporting season and takes an in-depth look at how sectors and companies performed. Similar to FY21, this year we had a challenging backdrop heading into the second half of the year, with the […]
Equity markets ended the financial year on a negative note in June, with the S&P/ASX 200 falling around 9% to finish the quarter down 12%. This drove the ASX 200 index as a whole down 6.5% for FY22. Global equities also fell significantly over the quarter, but Australian investors received some protection on unhedged investments […]
In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following the February reporting season and takes an in-depth look at how various sectors and companies performed. This year we had a challenging backdrop heading into reporting season, in particular the first half of the year which […]
We have made changes to the Lonsec Listed Managed Portfolios following a review. These changes were effective as of 15 March 2022. The changes have been made to the Lonsec Listed Managed Portfolios with the aim of: – Reducing our Overweight allocation to Emerging Markets back to Neutral (lowering exposure to EMMG/VGE). – Increasing allocation to […]
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