Corporate profit growth, the US reporting season, and the risk/reward for the “Magnificent 7”. In this month’s edition of Portfolio Perspectives from Lonsec Chief Investment…
Portfolio Perspectives from the CIO Office: August 2024 Read More »
Lonsec has had many exciting developments over the past year and there are more to come in FY25. Our CEO Mike Wright recently sat down with…
Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above average returns over 2024. Concerns
Media release: AI and bank shares push super balances higher in 2024 Read More »
Super funds have delivered stronger than expected returns with the losses from the start of the financial year now a distant memory, and despite renewed…
Media release: Super funds lock in strong returns over June Read More »
We have brought our overall Growth/Defensive split back to Neutral in response to global macroeconomic forecasts and contemporaneous, forward-looking data suggesting a positive but muted…
Portfolio Perspectives from the CIO Office: July 2024 Read More »
The annual Fund Manager of the Year Awards ceremony was held last night in Sydney, with more than 20 individual and group winners announced. The awards program…
Money Management 36th Annual Fund Manager of the Year Awards 2024 – Winners Announced Read More »
The ‘two-speed consumer’, the effect of higher cash rates, cost-of-living and Stage 3 tax cuts. In this month’s edition of Portfolio Perspectives from Lonsec Deputy…
Portfolio Perspectives from the CIO Office: June 2024 Read More »
Markets saw an improvement over May following April losses as equities stabilised. While not enough to fully regain the -1.6% fall in April, leading superannuation…
Media release: Super funds stabilise returns in May Read More »
