2025 delivered another year of strong returns to superannuation members, with the median Balanced option finishing the year on a high note following a small stumble in November. The median Balanced option reported a 0.3% return in December, and 8.8% for the full 2025 calendar year, below last year’s 11.1%, but comfortably exceeding the long-term […]
Media release: 2025 top super performers revealed Read More »
Hong Hon, Manager, Global Equities, Lonsec Research and Ratings As we enter the second half of this year’s global equities review cycle, one of the most frequently discussed topics has been whether there is a bubble in artificial intelligence stocks. From hyperscalers, such as Microsoft and Alphabet, ploughing more and more capital into data centres,
AI Stocks: Bubble or Structural Shift? Read More »
Property and Australian shares weighed on fund returns in November, breaking the seven-month run of positive returns that have been boosting superannuation balances. Leading superannuation research house SuperRatings estimates that the median balanced option returned -0.5% to members over the month. “We expect most asset classes to have delivered negative returns over the month with
Media release: Fund returns stumble over November Read More »
Mike Grdosic, Senior Investment Analyst, Lonsec Research and Ratings Local Emerging Market Debt (EMD) government securities represent a differentiated asset class that can potentially offer diversifying benefits to portfolios. This is particularly relevant today, given rising levels of developed market government debt and potential ‘currency debasement’ risks. Moreover, developed market non-government marginal yields, e.g. corporate
Emerging Market Debt: A Diversifier in a Changing Global Landscape Read More »
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Lonsec Lens: Gold in Focus Read More »
Tony Adams, Head of Sustainable Investment Research, Lonsec Research and Ratings Fund managers are increasingly placing biodiversity squarely within their ESG (Environmental, Social, and Governance) policies. In today’s rapidly changing environmental landscape, the loss of biodiversity is not just an ecological concern—it poses significant financial risks that can affect investment performance and portfolio resilience. Recent
Positive Moves on Biodiversity in ESG Policies Read More »
The strong run of positive returns for superannuation funds continued in October with superannuation research house SuperRatings estimating that the median balanced option returned 1.3% to members over the month. October marks the seventh consecutive month of positive returns, while also making this year the sixth time over the past 25 years the first four
Media release: Super returns power on over October Read More »
Andrea Theouli, Manager, Multi-Asset, Lonsec Research and Ratings Executive Summary As Australia’s superannuation system matures, the challenges of sequencing and longevity risk are reshaping how portfolios are designed, assessed and communicated in retirement. Traditional accumulation frameworks, typically built around return and volatility, are not sufficient once members start drawing an income. Instead, portfolio design should
Sequencing, Longevity and the Evolving Multi-Asset Toolkit Read More »
