This is the last Portfolio Perspective for 2023. Going into this festive time of the year, from all of us at Lonsec Investment Solutions we…
Portfolio Perspectives from the CIO Office: December 2023 Read More »
Marc Hraiki, Executive Director of Sales and Service, chats with Ron Mehmet, Portfolio Manager – Tailored Investment Solutions, about term deposits, bonds and how advisers
Fixed Income and TDs – How advisers can think about client portfolios Read More »
In brief: We are at the beginning of the end of this economic cycle. However, the duration of this slowdown remains elusive as employment conditions…
Portfolio Perspectives from the CIO Office: November 2023 Read More »
The Lonsec Sustainable Managed Portfolios contributed most to the following United Nations Sustainable Development Goals (UN SDGs): SDG 3 Good Health & Well Being, SDG 7
Lonsec Sustainable Managed Portfolios – Q3, 2023 Read More »
With equity and bond markets both retracing for the quarter, the Lonsec Multi-Asset portfolios delivered negative absolute returns, however they delivered strong relative performance, outperforming the peer group…
Lonsec Multi-Asset Managed Portfolios – Q3, 2023 Read More »
The Retirement portfolios maintain a slight defensive bias. The business cycle is entering a more challenging period, with tighter financial conditions and softening consumer trends…
Lonsec Retirement Managed Portfolios – Q3, 2023 Read More »
Despite the market sell-off in September, rolling year portfolio returns remain positive, and ahead of the Benchmark, for Lonsec’s Listed Managed Portfolios, which is good…
Lonsec Listed Managed Portfolios Update – Q3, 2023 Read More »
The past decade has seen enormous growth in the number of sustainable investment products, with many advisers and their clients looking for guidance on how…
Lonsec Sustainability Report Read More »
