Quarterly Update – Q1 2022 Global equities were the Listed portfolios’ main detractor from returns over the quarter. Although the BetaShares NASDAQ 100 and VanEck MSCI International Quality ETFs bounced back in March, both finished the quarter 10% lower, while the defensive sector exposures in Healthcare and Consumer Staples outperformed the broader market benchmark year-to-date. […]
Quarterly Update – Q1 2022 The first quarter of the year was a particularly challenging period for the Sustainable portfolios as the Russian invasion of Ukraine pushed oil and gas prices higher. The energy sector outperformed the less carbon-intensive sectors such as information technology by 30% during the quarter which proved to be a major […]
Quarterly Update – Q1 2022 From a portfolio perspective, geopolitical risks, such as the current Russia/Ukraine conflict, are typically hard to position for. What we tend to see is that the market tends to respond sharply and then recover quite quickly thereafter. And that appears to be the case this time around. The Australian equity […]
Quarterly Update – Q1 2022 It’s been a volatile quarter for equity and bond markets, with existing inflationary fears further exacerbated by the Russian invasion of the Ukraine. While Russia is small in terms of its impact on capital markets, it is a big exporter of commodities, including oil, gas and agriculture as well as […]
Lonsec Research chatted with leading Fixed Income Managers to learn more about the sector, how they are approaching the changing investment landscape and what drew them to this sometimes overlooked, but very important, sector. In this video, Isrin Khor, Lonsec Sector Manager of Fixed Income is joined by Anthony Kirkham, Head of Melbourne Operations and […]
Lonsec works closely with advisers to build solutions that enhance a practices ability to serve clients, while building greater operational efficiencies. As innovators in managed accounts, we’ve always believed in their power to transform an advice business. Research indicates that practices using managed accounts see a noticeable uplift in revenue, and profitability per adviser, by […]
Watch the video. Markets seem to have taken a sigh of relief post the US election result with risk assets seemingly returning to their upward trajectory. Lukasz de Pourbaix ED, CIO Lonsec Investment Solutions will discuss the latest insights for our recently held asset allocation investment committee. Specifically, Lukasz will discuss the rotation into value […]
Watch the webinar recording. Synopsis: As the popularity of cryptocurrencies like Bitcoin and Ethereum grows, investors are becoming more curious about how these new digital assets work, what drives their value, and why blockchain and similar technologies are so powerful. In this webinar, Lonsec is partnering with Kraken, one of the world’s largest crypto exchanges, […]
Watch the webinar recording. Synopsis We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for years and likely decades to come. Investors must be prepared to think differently about how they generate income, manage risk, and deal with volatility in their portfolio. Nothing can be taken […]
Many of you will be aware that your clients are increasingly seeking out investments that align with their personal values. Further to the launch of the Lonsec Sustainability Score, the Lonsec Sustainable Managed Portfolios will utilise Lonsec’s extensive portfolio construction experience, together with detailed sustainable investing (and ESG) research, to provide a solution that genuinely […]
Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.