Volatility and market uncertainty is increasing as markets react to news about interest rate rises. We asked Chief Investment Officer, Lukasz de Pourbaix, to give us an update on whether the current market situation has impacted Lonsec’s dynamic asset allocation views and whether any changes will be made to the Lonsec portfolios’ positions. Lukasz explains […]
August was another strong month for equity markets however some storm clouds have reappeared amidst the collapse of Evergrande, one of China’s biggest property developers, as the Chinese government sought to stem excessive borrowing leaving the heavily indebted company with over $400B in debt. The main concern is that the collapse may have a flow […]
The upward trajectory in equity markets has continued unabated. Markets continue to be supported by low interest rates and central bank liquidity support. The US Federal Reserve’s recent comments that that they would continue their asset purchase program and that interest rates are not expected to rise anytime soon has added fuel to markets. This […]
Following Lonsec’s Asset Allocation Investment Committee meeting in June, we asked Chief Investment Officer Lukasz de Pourbaix to give us an update on his views of the current market drivers and challenges, and how these impacted Lonsec’s latest dynamic asset allocation views. The main topic of discussion at this meeting was inflation – is it […]
By Lukasz de Pourbaix, Executive Director & CIO – Lonsec Investment Solutions Markets have been buoyed as signs of an economic recovery continue to be reflected in economic data. The IMF (International Monetary Fund) has revised their projections upwards on global GDP growth with the US expected to grow by 6.4% in 2021 and China […]
Market Overview, Portfolio Performance & Positioning Update Given the recent market conditions – increased volatility, fear of inflation, rotation away from growth and quality stocks towards cyclical and value stocks – we asked Lonsec’s Chief Investment Officer Lukasz de Pourbaix to give us an update on his views of the market and how Lonsec’s portfolios […]
The investment product market has evolved over the decades to cater to a wide range of investor needs and objectives. Now, as more and more investors wish to see their portfolio align with their values, the product market is evolving once again to deliver a range of responsible investment solutions. Lonsec has observed a significant […]
Everyone has a view on cryptocurrency, and in most cases it’s a tale of extremes. On one side sit the sceptics, who believe that cryptocurrencies are one big Ponzi scheme that will self-implode like the ‘tulip mania’ of the 17th century Dutch Golden Age, which saw the price of tulip bulbs reach incredible highs and […]
Efficient portfolio implementation is sometimes overlooked as a ‘nice-to-have’ rather than something that adds value to the investment process. This attitude is far less viable today given recent market volatility and product rationalisation, which have made the ability to implement timely portfolio changes essential for advisers and their clients. The market downturn in March prompted […]
The US election has come and gone (almost) and markets have reacted positively to the likelihood of a Democrat President and a Republican Senate, which would be able to moderate Democrat policies such as tax increases on corporations and capital gains. The election result, together with positive developments regarding a vaccine for Covid-19, have seen […]
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