Author Archive for: Danial Moradi

Entries by Danial Moradi

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Lonsec Managed Portfolios Quarterly Update – Q1, 2024

In this quarterly webinar, host Marc Hraiki is joined by Nathan Lim for a market update and outlook from the CIO’s Office, as well as a summary of changes to asset allocation. ​​Deputy CIO Deanne Baker also provides performance and positioning updates on the Lonsec Multi Asset, Lonsec Retirement and Lonsec Sustainable Managed Portfolios, while […]

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Lonsec Listed Managed Portfolios Update – Q3, 2023

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 […]

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FY23 Reporting Season Wrap

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 […]

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Lonsec Listed Managed Portfolios Update – Q2, 2023

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 […]

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FY22 Reporting Season

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 […]

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 […]

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