Market Overview, Portfolio Performance & Positioning Update Given the recent market conditions – increased volatility, fear of inflation, rotation away from growth and quality stocks towards cyclical and value stocks – we asked Lonsec’s Chief Investment Officer Lukasz de Pourbaix to give us an update on his views of the market and how Lonsec’s portfolios […]
The investment product market has evolved over the decades to cater to a wide range of investor needs and objectives. Now, as more and more investors wish to see their portfolio align with their values, the product market is evolving once again to deliver a range of responsible investment solutions. Lonsec has observed a significant […]
In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following a very interesting reporting season and takes an in-depth look at how various sectors and companies performed. The February reporting season results were better than initially expected, particularly if we look at the middle of last […]
Everyone has a view on cryptocurrency, and in most cases it’s a tale of extremes. On one side sit the sceptics, who believe that cryptocurrencies are one big Ponzi scheme that will self-implode like the ‘tulip mania’ of the 17th century Dutch Golden Age, which saw the price of tulip bulbs reach incredible highs and […]
Markets finished up January relatively flat on a global and domestic level as markets were spooked following the targeted trading by a cohort of retail traders of stocks that were heavily shorted by hedge funds such as GameStop which reached record highs. This created a so called ‘short squeeze’ which resulted in hedge funds holding […]
Welcome to 2021! I hope you had relaxing break and found time to reset after a tumultuous year. As we enter 2021 it seems that it’s more of the same. COVID-19, US elections (and inaugurations) and growing tensions between Australia and China continue to dominate the news headlines. Late last year we adjusted our asset […]
Efficient portfolio implementation is sometimes overlooked as a ‘nice-to-have’ rather than something that adds value to the investment process. This attitude is far less viable today given recent market volatility and product rationalisation, which have made the ability to implement timely portfolio changes essential for advisers and their clients. The market downturn in March prompted […]
The US election has come and gone (almost) and markets have reacted positively to the likelihood of a Democrat President and a Republican Senate, which would be able to moderate Democrat policies such as tax increases on corporations and capital gains. The election result, together with positive developments regarding a vaccine for Covid-19, have seen […]
US elections, daily pandemic updates, and political scandals are dominating the news headlines. In this world of hyper-connectivity and a constant flow of information, investors must be focused on their game plan and learn to tune out the noise of the crowd. As we witnessed during October’s grand final (AFL or NRL depending on your […]
In recent weeks we’ve seen increased market volatility. The Nasdaq, which represents the leading technology stocks in the US market, has seen a pull back following an incredible rally, and markets seem to be in a range-trading pattern. We all know the saying that when the US market sneezes, the rest of the world catches […]
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