The upward trajectory in equity markets has continued unabated. Markets continue to be supported by low interest rates and central bank liquidity support. The US Federal Reserve’s recent comments that that they would continue their asset purchase program and that interest rates are not expected to rise anytime soon has added fuel to markets. This […]
The recent increased number of Covid-19 cases in Australia and in some parts of the globe highlights how quickly things can change and why it is critical that your portfolios are diversified and have some protection. Markets have continued to be buoyed by strong performance and despite continuing concerns regarding inflation, the markets had some […]
Following Lonsec’s Asset Allocation Investment Committee meeting in June, we asked Chief Investment Officer Lukasz de Pourbaix to give us an update on his views of the current market drivers and challenges, and how these impacted Lonsec’s latest dynamic asset allocation views. The main topic of discussion at this meeting was inflation – is it […]
Markets continued their positive trajectory in April with strong returns generated across Australian and Global Equities, with listed Real Estate performing particularly well. Despite the strong returns, inflation concerns continue to dominate the market narrative. There are concerns that the so-called ‘reflation trade’, which has been supported by accommodative monetary policy and significant fiscal support, […]
By Lukasz de Pourbaix, Executive Director & CIO – Lonsec Investment Solutions Markets have been buoyed as signs of an economic recovery continue to be reflected in economic data. The IMF (International Monetary Fund) has revised their projections upwards on global GDP growth with the US expected to grow by 6.4% in 2021 and China […]
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 […]
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 […]
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