Special update off the back of Friday’s sharp sell-off in global equity markets. In this Portfolio Perspectives special update from Lonsec Chief Investment Officer, Nathan Lim, the key messages for investors are: To access the full note, download the PDF here. You can also listen to our special edition podcast episode on the Portfolio Perspectives […]
FLASH NOTE: Portfolio Perspectives from the CIO Office Read More »
Corporate profit growth, the US reporting season, and the risk/reward for the “Magnificent 7”. In this month’s edition of Portfolio Perspectives from Lonsec Chief Investment Officer, Nathan Lim, the key messages for investors are: To access the full Portfolio Perspectives for August 2024, download the PDF here, along with the charts & commentary. You can
Portfolio Perspectives from the CIO Office: August 2024 Read More »
Lonsec has had many exciting developments over the past year and there are more to come in FY25. Our CEO Mike Wright recently sat down with the team at The Inside Network to unpack it all on their ‘Brilliant Investment Thinking’ podcast. In this episode, Mike and host Tahn Sharpe discuss everything from managed accounts to portfolio
Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above average returns over 2024. Concerns over inflation caused a slow start to the year, with multiple negative monthly returns recorded until October 2023. Increased confidence in the outlook for inflation and ongoing developments in artificial
Media release: AI and bank shares push super balances higher in 2024 Read More »
Super funds have delivered stronger than expected returns with the losses from the start of the financial year now a distant memory, and despite renewed fears around the trajectory of inflation. Leading superannuation research house SuperRatings estimates that the median balanced option returned 0.7% over the month of June, bringing the return for the year
Media release: Super funds lock in strong returns over June Read More »
We have brought our overall Growth/Defensive split back to Neutral in response to global macroeconomic forecasts and contemporaneous, forward-looking data suggesting a positive but muted economic outlook. In this month’s edition of Portfolio Perspectives from Lonsec Chief Investment Officer, Nathan Lim, the key messages for investors are: To access the full Portfolio Perspectives for July
Portfolio Perspectives from the CIO Office: July 2024 Read More »
The annual Fund Manager of the Year Awards ceremony was held last night in Sydney, with more than 20 individual and group winners announced. The awards program comprehensively covers the industry’s top performers, including senior professionals, top fund managers, boutique funds, new entrants, as well as the rising stars and leaders of tomorrow. As the research partner
Money Management 36th Annual Fund Manager of the Year Awards 2024 – Winners Announced Read More »
The ‘two-speed consumer’, the effect of higher cash rates, cost-of-living and Stage 3 tax cuts. In this month’s edition of Portfolio Perspectives from Lonsec Deputy Chief Investment Officer, Deanne Baker, the key messages for investors are: To access the full Portfolio Perspectives for June 2024, download the PDF here, along with the charts & commentary.
Portfolio Perspectives from the CIO Office: June 2024 Read More »
