Welcome to the first in a new Lonsec Insights series called Manager in Focus. Manager in Focus aims to demystify the investment process and give access to the brightest minds in Australia’s investment community. In this first Manager in Focus video, Peter Green, Head of Equities Research at Lonsec Research brings together Dushko Bajic, Head […]
The Australian equity market experienced another positive quarter of performance to the end of March, delivering a 4.1% return as measured by the S&P/ASX 300 Accumulation Index. The recent gains have contributed to a significant 38.3% return over the past 12 months, when the local market touched its cycle lows on 23 of March 2020. […]
The Australian equity market experienced a very strong end to 2020, delivering an outsized 13.8% return as measured by the S&P/ASX 300 Accumulation Index in the December quarter. The recent advances contributed to the 2020 calendar year generating a surprising positive absolute return of 1.7% despite heightened volatility. The impressive quarterly return was led by […]
As the ETF market expands, Australian investors are able to take advantage of new investment product innovations, implement a range of different strategies, and gain exposure to different markets and sectors. The depth of the ETF market has opened up opportunities to investors, but it also presents risks for the unwary. Due diligence is essential […]
The ETF market in Australia remains buoyant despite the ravages of COVID-19, with total FUM at 31 March 2020 of close to $57b, up 24% year-on-year despite the severe market sell off in March. Much of this growth has been driven from strong product innovation and subsequent fund inflows in non-Australian equity sectors, with the […]
Investors have traditionally seen the largest 20 companies in the S&P/ASX 200 Index as the Australian champions that should form the backbone of an investment portfolio. These names have become a staple for many investors if only because we don’t see a lot of rotation among them, even over relatively long periods of time. These […]
The A-REIT sector had a torrid March as the COVID-19 virus hit Australian shores. Local investors are now familiar with both the devastating health consequences of the virus as well the unprecedented social distancing measures that governments have been forced to implement to curb its spread. These measures have hit the A-REIT sector hard, with […]
Our Head of Listed Equities, Peter Green, takes a look at the impact of COVID-19 on equity markets, and highlights some of the companies that have benefited from the COVID-19 outbreak, as well as the ones that have been most adversely affected. Copyright © 2020 Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL […]
If you thought the coronavirus put an end to geopolitical maneuvering, you probably haven’t checked in on the oil market. The WTI spot price has fallen from its most recent peak of around US$74 per barrel in late 2018 to around $32 as at the end of last week. The price was around $52 at […]
Generally, we expect ETFs to trade close to their net asset value (NAV) due to the redemption mechanism that allows authorised participants to arbitrage between the ETF shares and the underlying shares. However, in this recent period of heightened volatility and dislocation due to COVID-19, a number of ETFs have been trading at significant discounts, […]
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