Author Archive for: deannebaker1

Entries by Deanne Baker

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Tackling Climate Change in the Lonsec Sustainable Managed Portfolios

The recently released Intergovernmental Panel on Climate Change (IPCC) Report made for sobering reading. Based on the most up to date, science-based understanding of the climate system and climate change, the report found that it “is unequivocal that human influence has warmed the atmosphere, ocean and land. “ According to the report, human influence has […]

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Sustainable portfolios complete Lonsec’s suite of managed accounts on Macquarie

Lonsec’s complete suite of managed accounts is now available on Macquarie’s wrap platform with the addition of the new Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal values and demonstrate strong environmental, social and governance (ESG) practices. Recognising the growing demand for responsible investment solutions, […]

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Quarterly Update – Lonsec Sustainable Managed Portfolios

The Sustainable portfolios ended the financial year strongly, comfortably outperforming the strategic benchmark. The portfolios now have a 6-month track record having being launched in December last year and they have outperformed their respective FE Multi-Asset Benchmark Indices over the last 3 and 6 months. Returns from Dynamic Asset Allocation were positive with the overweight […]

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Quarterly Update – Lonsec Retirement Managed Portfolios

The Retirement portfolios outperformed their respective peer group benchmark over the June quarter. From an income perspective, the portfolio continues to deliver on its objectives, generating 4.14% income (before franking) over the 12 months to June.  Pleasingly, that income has been sourced across a range of asset classes. The portfolio remains diversified by accessing a […]

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Quarterly Update – Lonsec Multi-Asset Managed Portfolios

It’s been a strong quarter for the Multi-Asset portfolios’ performance, with Dynamic Asset Allocation and manager selection both adding value. Deanne Baker provides an update on the contribution manager selection made to the portfolios over the quarter and explains that whilst we are comfortable with the portfolios positioning and have retained our overweight position in […]

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 […]

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