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 […]
A Time for Disciplined Optimism in Global Equities? Read More »
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
Fund manager ESG on the improve! Read More »
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
Media release: Super returns continue to build over August Read More »
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
Media release: Lonsec secures top spot again – Best Research House four years running Read More »
While increased volatility and a late rally were hallmarks of the double digit returns for FY25, super funds have had a smooth start to the new financial year, with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.5% to members over July. “Markets continue to tolerate increased volatility with both Australian
Media release: Smooth start to FY26 for super returns Read More »
In a year of extraordinary global events, Australians can find comfort in their retirement balances continuing to grow. The first half of the year brought back some much-needed stability to fund returns; however, the second half saw extreme ups and downs as global events threw markets into turmoil. The final result, a double digit return
Media release: Super returns sail through global turmoil Read More »
Super funds have delivered a third straight year of strong returns, with shares rallying in the final quarter to push full year returns into double digits. Leading superannuation research house SuperRatings estimates that the median balanced option returned 1.4% over the month of June, bringing the return for the year to 30 June 2025 to
Media release: Super fund returns hit double digits for FY25 Read More »
