Author Archive for: Danial Moradi

Entries by Danial Moradi

February 2022 – Reporting Season Insights

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following the February reporting season and takes an in-depth look at how various sectors and companies performed. This year we had a challenging backdrop heading into reporting season, in particular the first half of the year which […]

Quarterly Update – Lonsec Listed Managed Portfolios

Equity markets ended the year in December on a positive note, with the S&P/ASX 200 finishing up an impressive 17.2% for the calendar year. Over the whole of 2021, the standout sectors were Communication Services, A-REITs, Banks and Consumer Discretionary, returning strong returns over the year. Dan Moradi, Portfolio Manager for Listed Products, provides an […]

Quarterly Update – Lonsec Listed Managed Portfolios

The positive market momentum came to an end in September, ending an impressive 11-month run of gains, with the S&P/ASX 300 losing 1.9% for the month. However, despite the relative weakness over the month of September, the Listed portfolios’ quarter end returns were positive, supported by a strong reporting season in August. Dan Moradi, Portfolio […]

,

August 2021 – Reporting Season Insights

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following an interesting August reporting season and takes an in-depth look at how various sectors and companies performed. The August reporting season was strong, highlighted by a very strong rebound in earnings as we cycled through the […]

Quarterly Update – Lonsec Listed Managed Portfolios

The positive market momentum continued over the June quarter, leading to historical returns over the financial year, with the S&P/ASX benchmark returning 28% over the past 12 months. The Listed portfolios’ bounced back strongly this year, driven by solid performances from Australian & Global Equites and Listed Property. Dan Moradi, Portfolio Manager for Listed Products, […]

How COVID-19 has reshaped Australian households and businesses

The shockwaves caused by the COVID-19 pandemic are still being felt across the economy with extreme readings observed across various economic indicators over the June and September quarters. These include a spike in the unemployment rate to 7.5%, a 7.0% decline in GDP, and a 12% decline in household spending over the June quarter. In […]

,

Reporting Season Update, 17-21 February 2020

The strength of equity markets during 2019 and the start of 2020 saw an increase in valuation premiums in the market resulting in a number of sectors trading at record highs. But the reporting season outlook has been impacted by a slowing global economy, the devastating bushfires across Australia and the coronavirus, elevating the risk profile of […]

The coronavirus outbreak and the impact on financial markets

The outbreak of the coronavirus in over 28 countries has sent shockwaves through global financial markets over the past fortnight with increasing levels of uncertainty and misinformation evident across a number of regions. While there are many unknowns regarding this outbreak, there is likely to be continued disruption to economic activity ahead, which is unlikely […]

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.