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Media releases, News, SuperRatings

Media release: Funds Push Through Trump’s Tariff Turmoil

April saw volatility spike as markets reacted to Trump’s on again, off again, on again tariffs. Despite the turmoil, Australia’s superannuation funds posted a small positive return for April with leading superannuation research house SuperRatings estimating that the median balanced option returned 0.6% to members.   “We saw a strong response from markets to the announcement […]

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Media releases, News

Media release: Robust methodology key to private market credit research

The private credit industry has grown rapidly in recent years, emerging as a key alternative to traditional bank lending. Lonsec Research and Ratings has kept pace with this rise by refining their research process in early 2024 to incorporate sector specific risk and challenges. The rise of private credit EY has estimated the size of

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Private Credit: Balancing Opportunity and Risk in a Growth Market

Darrell Clark, Deputy Head of Research & Sector Manager – Alternatives, Lonsec Research and Ratings The rise of private credit The private credit industry has grown rapidly in recent years emerging as a key alternative to traditional bank lending. EY has estimated the size of the Australian private credit sector to be A$188b in assets

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Media releases, News, SuperRatings

Media release: Super returns fall as threat of trade war looms

Monthly superannuation returns turned negative for the month of February. Despite an uncertain environment, it was only the second negative monthly return for the financial year; however, it was clear that signs of discomfort were emerging as markets digested the looming risks of tariffs and the effects that may result in the global economy. Leading

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The state of play in climate action from the finance industry

Tony Adams, Head of Sustainable Investment Research, Lonsec Research  Over the last few years, it seemed that climate action had finally gained serious traction in the finance sector. Major banks joined the Net-Zero Banking Alliance (NZBA), fund managers signed up for initiatives like ClimateAction 100+, and regulators worldwide began warning they would clamp down on

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Media releases, News, SuperRatings

Media release: Top performers revealed as super funds charge through 2024 with double digit returns

Despite a post-Christmas stumble resulting in December returns falling into the red, it was full steam ahead for funds over 2024, with returns boosting member balances in 10 out of the 12 months in the year. The median Balanced option reported a -0.4% return in December, but 11.1% for the full 2024 calendar year, comfortably exceeding

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Media releases, News, SuperRatings

Media release: Funds deliver 11.5% return for 2024

Leading superannuation research house SuperRatings has just finalised super fund estimated performance for calendar year 2024. It has been a year of surprisingly strong and consistent positive returns for the industry, where Superannuation funds have strongly benefited from international share exposure leading to double digit returns. The median Balanced option expected to return 11.5% return

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Understanding the difference between ESG, ethical and green investing

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 around what “ESG Investing” actually is has led to many investors becoming disillusioned with their portfolios.  So, what is “ESG investing”? Is this the same as ethical, responsible or green

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