The Lonsec Sustainable Managed Portfolios contributed most to the following United Nations Sustainable Development Goals (UN SDGs): SDG 3 Good Health & Well Being, SDG 7 Affordable & Clean Energy, SDG 8 Decent Work & Economic Growth, SDG 11 Sustainable Cities & Communities, and SDG 13 Climate Action. Deanne Baker provides an update on the portfolios’ top […]
It has been a remarkable turnaround for sustainable portfolios over the last 6 months. Weaker first half financial year performance, has given way to a strong rebound as high quality, profitable, information technology stocks have outperformed the broader market by some margin. The launch of artificial intelligence technologies such as ChatGPT, has created enormous buzz […]
It has been a challenging period for multi-asset investors with both equity and bond markets recording some of the worse starts to a year in decades. Global equity markets fell significantly over the quarter and domestically the ASX 300 index has fallen more than 10% since the start of the calendar year. However, what has […]
We are currently in an environment we haven’t seen since the mid-1990s, of extremely high inflation and low growth, which has surprised many investors and has been damaging for those that have a low tolerance to risk, such as retirees. Despite negative returns, and while we haven’t been able to avoid the losses entirely, the […]
It has been a challenging period for multi-asset investors with both equity and bond markets recording some of the worse starts to a year in decades. Global equity markets fell significantly over the quarter and domestically the ASX 300 index has fallen more than 10% since the start of the calendar year. ESG and sustainable […]
The key news from the quarter on the sustainability front was COP26 in Glasgow coming to a close in November. Whilst a number of commitments were made to keep the Paris agreement target of limiting global warming to 1.5 degrees Celsius alive, it remains barely alive. The Sustainable portfolios ended the year on a high […]
The Multi-Asset portfolios have been positioned Overweight in risk assets, in particular real assets which added good value from a Dynamic Asset Allocation perspective. Our Overweight position in Alternatives and Underweight position in Fixed Income also added good value. Most risk profiles – Defensive, Conservative, Balanced – outperformed the strategic benchmark this quarter. Deanne Baker […]
The Australian share market ground higher in the December quarter, the S&P/ASX 300 gaining 2.2%. Markets struggled to build momentum as the emerging and enigmatic Omicron variant of the COVID-19 virus continued its spread across the globe. Headline returns did however, mask some of the dispersion seen in the market; the materials sector was up […]
We recently reduced the portfolio’s growth position by reducing the Overweight positioning in Australian Equities to Slightly Overweight. The economic shutdowns in Australia, combined with slowing growth out of China, have had a negative impact on a range of domestic indicators resulting in a deterioration in our Australian Equities cyclical signal. Deanne Baker explains the […]
The Sustainable portfolios remained comfortably ahead of the strategic benchmark and their respective FE Multi-Asset Benchmark Indices during the September quarter. This was despite a market-sell off, concerns around softening global growth, rising inflation and fears of a global financial contagion stemming from the worlds most indebted company, Evergrande Group based in China. Returns from […]
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