Author Archive for: deannebaker1

Entries by Deanne Baker

Managed Accounts Portfolio Update – 27 March 2020

Lonsec’s Current Positioning Slight underweight to risk assets, in particular Australian and Global equities, with a view to adding back to risk assets as valuation opportunities arise. Slight overweight to real assets and alternatives as sources of diversification. Defensive bond positioning with limited exposure to stressed parts of the high yield market. Overweight cash Portfolio […]

Bond markets aren’t providing the diversification investors desperately need

Diversification worked well in the last week of February 2020 as equity markets sold off in response to the rapidly escalating COVID-19 pandemic. Bond markets, notably the highest quality and safest bonds (government bonds and high-quality investment grade credit) rose in price, providing a cushioning impact to multi-asset portfolios. Bonds, as expected, provided good diversification […]

Lonsec Market & Portfolio Update

Lonsec Market & Portfolio Update: 17 March Lonsec Market & Portfolio Update: 13 March The COVID-19 virus has triggered a significant sell-off in markets and a spike in volatility. The VIX Index, which is a measure of forward-looking volatility for the S&P 500 Index, moved from around the 14% mark in mid-February to over 54% […]

The coronavirus outbreak and the impact on financial markets

The outbreak of the coronavirus in over 28 countries has sent shockwaves through global financial markets over the past fortnight with increasing levels of uncertainty and misinformation evident across a number of regions. While there are many unknowns regarding this outbreak, there is likely to be continued disruption to economic activity ahead, which is unlikely […]

Private markets are opening up for retail investors, but it’s not an even playing field

Private markets have long been the domain of institutional investors. With benefits such as higher return potential, lower volatility, lower correlation to traditional listed assets, and enhanced diversification, it’s not hard to see why they are so attractive. Institutional investors such as super funds have been steadily increasing their exposure across the private market spectrum, […]

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