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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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Global Equities, News

A Time for Disciplined Optimism in Global Equities?

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Hong Hon, Manager, Global Equities, Lonsec Research and Ratings As we head into the back half of 2025, global equities are once again pushing the limits on valuations. Still, investor sentiment is holding up, thanks to solid corporate earnings and the ongoing buzz around tech innovation. That has helped drive a sharp rebound in equity

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ESG and Sustainability, News

Fund manager ESG on the improve!

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Tony Adams, Head of Sustainable Investment Research, Lonsec Research and Ratings Between 2023 and 2025, Lonsec Research and Ratings has observed a notable improvement in the ESG practices of fund managers, particularly in relation to firm-level ESG assessments. Lonsec’s ESG assessment framework includes not only the analysis of investment strategies and underlying assets, but also

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Media releases, News, SuperRatings

Media release: Super returns continue to build over August

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Following a smooth start to the financial year in July, super balances continued to rise in August with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.3% to members over the month.   “In contrast to the volatility we saw at the beginning of August last year, returns have seen a

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Media releases, News

Media release: Lonsec secures top spot again – Best Research House four years running

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FOR IMMEDIATE RELEASE | Melbourne, Australia – 21 August 2025  Lonsec Research and Ratings is proud to announce that we have once again been recognised in the 2025 Adviser Ratings Australian Financial Advice Landscape Report as the leading provider of investment research in Australia. This marks four years in a row in which Lonsec has

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