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Fixed Income, News

Emerging Market Debt: A Diversifier in a Changing Global Landscape

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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 […]

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ESG and Sustainability, News

Positive Moves on Biodiversity in ESG Policies

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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

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Media releases, News, SuperRatings

Media release: Super returns power on over October

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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

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Multi-Asset, News

Sequencing, Longevity and the Evolving Multi-Asset Toolkit

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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

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Alternatives, News

Elevating Standards in Australia’s Private Credit Sector

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Darrell Clark, Deputy Director of Research and Manager, Alternatives, Lonsec Research and Ratings Private credit has become one of the fastest growing segments of Australia’s capital markets, now estimated at around A$200bn. Its rise reflects a pullback in bank lending and strong investor appetite for yield. ASIC’s new Report 814: Private Credit in Australia (REP 814) shines a spotlight on

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Media releases, News

Media release: Lonsec Research and Ratings appoints Head of Sales

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FOR IMMEDIATE RELEASE 16 October 2025 Melbourne, Australia – Lonsec Research and Ratings is pleased to announce the appointment of Anna Schofield as Head of Sales, effective 15 October 2025. Schofield brings over 25 years of experience working in financial services distribution and strategic client engagement roles. Prior to joining Lonsec, Schofield held senior distribution roles

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Media releases, News, SuperRatings

Media release: Funds benefit from global growth in September

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With the AI thematic and a US federal rate cut bolstering international share market returns, superannuation research house SuperRatings estimates that the median balanced option returned 0.8% to members over September. International share markets delivered strong returns over the month, particularly markets in southeast Asia and the US. The returns cap off a strong first

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