The 2027 financial year began with a focus on similar themes to those seen in FY26, covering concerns about energy supply disruptions following the resumption of hostilities between the US and Iran, coupled with robust discussion over the ability of artificial intelligence companies to monetise their products amid continued high levels of capital expenditure. At […]
Media release: Super records modest start to FY27 Read More »
Superannuation funds have continued to deliver strong returns to members over the 2026 financial year, navigating significant global volatility to finish the year on a high note. SuperRatings expects that all Balanced options, defined as those with exposure to between 60% and 76% growth assets such as shares, will have delivered positive returns to their
Media release: FY26 top super returns revealed Read More »
The annual Fund Manager of the Year Awards, held in partnership with Money Management, showcases the industry’s top performers, including leading fund managers, boutique funds, emerging managers and innovators. As the exclusive research partner for the awards, Lonsec brought its expertise to judging 25 group award categories, recognising the very best in the funds management
Money Management 38th Annual Fund Manager of the Year Awards 2026 – Winners Announced Read More »
For the fourth consecutive year, superannuation funds have delivered strong returns to their members, with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.2% over the month of June, bringing the return for the year to 30 June 2026 to an estimated 9.1%. This result arrives largely off the back of
Media release: Funds ride out market storms to deliver another year of strong returns Read More »
Payal Vasa, Manager, Real Assets, Lonsec While infrastructure itself is evolving as an asset class, we also note a change in investor behaviour. In the past, investors largely focused on core infrastructure: assets like toll roads and regulated utilities that provided steady, predictable income. However, strong demand for these assets has pushed valuations higher and
Moving up the curve: The changing investor playbook in infrastructure Read More »
Super funds delivered positive returns in May, with leading superannuation research house SuperRatings estimating the median balanced option returned 2.1% to members over the month. This result, which was largely driven by a tech-led rally in international shares, builds on the 2.6% gain observed in April and means that funds have now fully recovered from
Media release: Super delivers strong May return Read More »
FOR IMMEDIATE RELEASE 4 June 2026 Melbourne, Australia – The Lonsec Investment Governance Solution (IGS) is a new capability designed to help compliance and governance teams, research functions and investment teams strengthen oversight, respond earlier to emerging risks and maintain clear, defensible audit trails. As investment governance expectations intensify, it has become essential to demonstrate
Media release: Lonsec launches new governance solution to support investment oversight Read More »
Hong Hon, Manager, Global Equities, Lonsec The current global equities environment is increasingly defined by an uncomfortable paradox – the performance of broad benchmarks that appear diversified on the surface are being driven by an ever-narrowing set of stocks, sectors and countries. This dynamic is evident across both the MSCI World and MSCI Emerging Markets
Navigating a narrowing market: Concentration, leadership and the active risk dilemma Read More »
