Author Archive for: Lukasz de Pourbaix

Entries by Lukasz de Pourbaix

Market Narratives podcast: Core tenets, asset quality and the X factor

In this episode of Market Narratives, Lonsec’s Chief Investment Officer, Lukasz de Pourbaix, tackles a range of controversial topics and their implications for portfolio construction. Is this the new normal or merely the continuation of what have now become conventional policy responses? Is there wisdom in crowds, or is there persistent overvaluation in popular stocks […]

Insights from our May Investment Committee meeting

During our previous Asset Allocation Committee meeting we expressed a desire to further diversify our exposure to credit securities within our portfolios. This view was driven by the significant pull back in credit markets in March, which Lonsec believes provided an opportunity to enter certain parts of the credit market, such as syndicated loans, which […]

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Lonsec Market and Portfolio Update

Lonsec’s experts look at four key themes we believe every financial adviser needs to understand to help their clients weather the storm and be in the best position possible to take advantage of future market conditions. Bonds Lukasz de Pourbaix, Executive Director & Chief Investment Officer Providing insight into current market dynamics and performance-driven by […]

Investment Committee update

When the COVID-19 crisis hit financial markets, we decided to hold more frequent Investment Committee meetings and provide you with regular updates on our thoughts and discussions from a portfolio perspective. The following is a summary of the discussion and actions taken at our most recent meeting held on 7 April. As you know, Lonsec’s […]

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