US Elections update – the road from political victory to policy implementation is long and winding. In response to last week’s US elections, Nathan Lim,…
FLASH NOTE: Portfolio Perspectives from the CIO’s Office, 11 November 2024 Read More »
Funds faced a tougher market over October with superannuation research house SuperRatings estimating that the median balanced option returned 0.2% to members over the month.
Media release: International shares bolster fund returns in October Read More »
We publish our biennial Strategic Asset Allocation (SAA) update and reiterate our pro-cyclical Dynamic Asset Allocation (DAA) tilts. In this month’s edition of Portfolio Perspectives,…
Portfolio Perspectives from the CIO Office: November 2024 Read More »
In this quarterly webinar, host John Burton is joined by Nathan Lim for a market update and outlook from the CIO’s Office, as well as a…
Lonsec Managed Portfolios Quarterly Update – Q3, 2024 Read More »
Discover the power of Lonsec’s Tailored Managed Accounts Lonsec partners with innovative licensees and advice businesses looking to grow and scale so they can deliver…
Tailored Investment Solutions – An Overview Read More »
Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating…
Media release: Funds deliver strong quarterly return despite uncertain environment Read More »
Explaining the shift to Slight Overweight for Global Listed Property, and Slight Underweight for Australian Equities. In this month’s edition of Portfolio Perspectives from Nathan…
Portfolio Perspectives from the CIO Office: October 2024 Read More »
The past five years has seen great change in advice due to increasing compliance rigour, the departure of major players from the market and the…
The investment needs of the modern advice business Read More »
