Tony Adams, Head of Sustainable Investment Research, Lonsec Research For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive. Confusion…
Understanding the difference between ESG, ethical and green investing Read More »
The next economic cycle may have already started. In this month’s edition of Portfolio Perspectives, we hear from Nathan Lim, Chief Investment Officer of Lonsec…
Portfolio Perspectives from the CIO Office: December 2024 Read More »
US Elections update – the road from political victory to policy implementation is long and winding. In response to last week’s US elections, Nathan Lim,…
FLASH NOTE: Portfolio Perspectives from the CIO’s Office, 11 November 2024 Read More »
We publish our biennial Strategic Asset Allocation (SAA) update and reiterate our pro-cyclical Dynamic Asset Allocation (DAA) tilts. In this month’s edition of Portfolio Perspectives,…
Portfolio Perspectives from the CIO Office: November 2024 Read More »
In this quarterly webinar, host John Burton is joined by Nathan Lim for a market update and outlook from the CIO’s Office, as well as a…
Lonsec Managed Portfolios Quarterly Update – Q3, 2024 Read More »
Explaining the shift to Slight Overweight for Global Listed Property, and Slight Underweight for Australian Equities. In this month’s edition of Portfolio Perspectives from Nathan…
Portfolio Perspectives from the CIO Office: October 2024 Read More »
The past five years has seen great change in advice due to increasing compliance rigour, the departure of major players from the market and the…
The investment needs of the modern advice business Read More »
ASX100 corporate earnings, commodity prices, Australian equity valuations and growth outlooks for FY25. In this month’s edition of Portfolio Perspectives from Dan Moradi, Portfolio Manager,…
Portfolio Perspectives from the CIO Office: September 2024 Read More »
