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 »
Payal Vasa, Manager, Real Assets, Lonsec Infrastructure has typically been used as a defensive part of portfolios, mainly for income and diversification. While that hasn’t changed, the role it plays is starting to broaden. It is now also being looked at as a source of growth, supported by a few clear long-term trends. Digitalisation At
Infrastructure: From defensive allocation to structural growth Read More »
The announcement of an uneasy US-Iran ceasefire in early April helped drive some recovery within markets and benefited Super Fund returns in April. Leading superannuation research house SuperRatings estimates a gain of 2.6% for the median balanced option over the month of April, recovering much of the -3.2% loss recorded in March. “Global markets ended
Media release: Returns searching for hope of Iran War resolution Read More »
Michael Elsworth, Manager, Fixed Income, Lonsec Managers within the Unconstrained Bonds and Specialised Income sectors have been shifting their portfolios in response to the uncertain economic backdrop. Many Government Bonds and Investment Grade Credit securities, the traditional ballasts of fixed income portfolios, are trading at historically tight credit spreads – which does not bode well for
Superannuation balances fell sharply over March as events in Iran evolved and the disruption to global oil supplies exacerbated emerging economic pressures. Leading research house SuperRatings estimates the median option will report negative returns across the balanced, growth and capital stable indices. The median Balanced option is estimated to have declined by -3.2% in March,
Media release: March market shock hits super balances Read More »
Hong Hon, Manager, Global Equities, Lonsec Since my last article, AI Stocks: Bubble or Structural Shift? back in December 2025, markets have mostly stayed upbeat, but the rotation under the surface has only gotten louder. Global equities kicked off 2026 on the front foot. Emerging markets and commodities led the way, and most investors started
AI stocks: What’s changed so far in 2026, and why has SaaS just blinked at AI agents? Read More »
