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 […]
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 a very interesting reporting season and takes an in-depth look at how various sectors and companies performed. The February reporting season results were better than initially expected, particularly if we look at the middle of last […]
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 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 […]
The Australian equity market reacted positively to the February reporting season, providing a relief rally after beating the market’s pessimistic expectations. But while results were not as weak as feared, it has generally been a tough environment for earnings, with more company downgrades than upgrades. In absolute terms, earnings expectations for FY19 have been tracking […]
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