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 to see after a difficult 2022, with portfolio returns ranging from 5.9% in the Conservative profile to 12% for the High Growth portfolio. Portfolio Manager for the Listed portfolios Dan […]
The August 2023 reporting season highlighted the resilience of the domestic economy despite growing headwinds from higher inflation and rising interest rates. Overall aggregate EPS growth for the broader market for FY23 was flat, with double digit earnings declines in the Resources sector offset by strong growth from Industrials and Banks. Earnings growth forecasts for […]
Lonsec’s Listed Managed Portfolios generated strong returns over the June quarter, outperforming the peer group benchmark, with returns this year primarily driven by the portfolio’s growth allocations, particularly global equities. Portfolio Manager for the Listed portfolios Dan Moradi provides a market and portfolio update, covering performance, positioning and outlook. The information in this video is prepared by […]
The first quarter of the year brought a new source of volatility to financial markets in the failure of two US regional banks, with serious doubts remaining over several others. Soon afterwards, the Swiss government arranged for the ailing Credit Suisse to be taken over by rival UBS at a fraction of its trading price […]
Overall, 2022 was a year to forget for both equity and bond investors, with both asset classes generating negative returns over the calendar year. In fact, aside from commodities and the USD, almost all other major asset classes generated negative returns over the year. In line with the broader market, Lonsec’s Listed Managed Portfolios generated […]
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 sectors and companies performed. Similar to FY21, this year we had a challenging backdrop heading into the second half of the year, with the […]
Equity markets ended the financial year on a negative note in June, with the S&P/ASX 200 falling around 9% to finish the quarter down 12%. This drove the ASX 200 index as a whole down 6.5% for FY22. Global equities also fell significantly over the quarter, but Australian investors received some protection on unhedged investments […]
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 […]
We have made changes to the Lonsec Listed Managed Portfolios following a review. These changes were effective as of 15 March 2022. The changes have been made to the Lonsec Listed Managed Portfolios with the aim of: – Reducing our Overweight allocation to Emerging Markets back to Neutral (lowering exposure to EMMG/VGE). – Increasing allocation to […]
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 […]
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