Leading superannuation research house SuperRatings estimates that the median balanced option will have recorded a -0.4% fall over the month of September. This loss was largely driven by the underperformance of Australian equities, which fell over 3% as sticky inflation prompted another increase to the cash rate by the Reserve Bank of Australia (RBA). Meanwhile, […]
Media release: Super Returns Stumble in September Read More »
Amber Sunil, Senior Investment Analyst, Lonsec Insights from Lonsec’s 2026 Alternatives review cycle “Trend following” is a single label doing a lot of work. Every manager in Lonsec’s rated universe of five ‘trend’ managers starts from the same core premise: identify persistent price trends and profit from both rising and falling markets. But conversations across
How trend following is evolving: One label, multiple distinct philosophies Read More »
Following a subdued start to the financial year in July, super funds experienced stronger growth in August with leading superannuation research house SuperRatings estimating that the median balanced option returned 0.8% to members over the month. “Despite persistent inflation and ongoing geopolitical uncertainty, the first two months of FY27 have seen super funds deliver a
Media release: Solid August performance builds on positive start to FY27 Read More »
Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio
Looking Beyond Returns: A Framework for Assessing Managed Accounts Read More »
Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio
Beyond the Portfolio: Governance and Implementation as Competitive Differentiators Read More »
Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio
Managed Accounts Insights: The Evolution of Managed Accounts Read More »
FOR IMMEDIATE RELEASE 19 August 2026 Melbourne, Australia – Lonsec today announced the launch of Lonsec Governance Solutions, a new business established to help fund managers, responsible entities, licensees, private wealth firms and platforms strengthen governance frameworks, improve investment oversight and navigate increasing regulatory expectations. The launch responds to growing demand for governance support and
Hong Hon, Manager, Global Equities, Lonsec Investors have had little reason to question US exceptionalism. For years, US equities have outperformed most global markets, supported by deep capital markets, superior earnings growth, world-leading technology companies and an economy that has repeatedly defied the most pessimistic forecasts. From the Global Financial Crisis to the recent AI-driven
The end of US exceptionalism… or just a pause? Read More »
