Leading superannuation research house SuperRatings has just finalised super fund estimated performance for calendar year 2024. It has been a year of surprisingly strong and…
Media release: Funds deliver 11.5% return for 2024 Read More »
Tony Adams, Head of Sustainable Investment Research, Lonsec Research For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive. Confusion…
Understanding the difference between ESG, ethical and green investing Read More »
Returns bounced back in November following the subdued October return, led by the strong performance of international shares, particularly in the US, following the outcome of…
Media release: Fund returns roll on toward strong full year result Read More »
The next economic cycle may have already started. In this month’s edition of Portfolio Perspectives, we hear from Nathan Lim, Chief Investment Officer of Lonsec…
Portfolio Perspectives from the CIO Office: December 2024 Read More »
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 »
