Orderly slowing in the hard data justifies the eerie calm in markets. In this edition of Portfolio Perspectives, we hear from Nathan Lim CFA, Chief Investment Officer at Lonsec Investment Solutions, and Danial Moradi, Portfolio Manager at Lonsec Investment Solutions. The key messages for investors are: To access the full Portfolio Perspectives for July 2025, […]
Portfolio Perspectives from the CIO Office: July 2025 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 comprehensively covers the industry’s top performers, including senior professionals, top fund managers, boutique funds, new entrants, as well as the rising stars and leaders of tomorrow. As the research partner
Money Management 37th Annual Fund Manager of the Year Awards 2025 – Winners Announced Read More »
After a small positive result in April, leading superannuation research house SuperRatings estimates that the median balanced option returned 2.6% to members over May. “As we approach the end of the financial year, we see that investors seem to be able to look past tariff uncertainty. Following the positive month, it appears funds are back
Media release: Funds Back on Track with Strong May Return Read More »
In this edition of Portfolio Perspectives, we hear from Deanne Baker, Deputy Chief Investment Officer at Lonsec Investment Solutions. The key messages for investors are: To access the full Portfolio Perspectives for June 2025, download the PDF here, along with the charts & commentary. Important Notice: This document has been produced by Lonsec Investment Solutions
Portfolio Perspectives from the CIO Office: June 2025 Read More »
April saw volatility spike as markets reacted to Trump’s on again, off again, on again tariffs. Despite the turmoil, Australia’s superannuation funds posted a small positive return for April with leading superannuation research house SuperRatings estimating that the median balanced option returned 0.6% to members. “We saw a strong response from markets to the announcement
Media release: Funds Push Through Trump’s Tariff Turmoil Read More »
Policy uncertainty leading to changes in our Defensive mix In this edition of Portfolio Perspectives, we hear from Nathan Lim, CFA, Chief Investment Officer at Lonsec Investment Solutions, and Chris Robertson, Portfolio Manager at Lonsec Investment Solutions. The key messages for investors are: To access the full Portfolio Perspectives for May 2025, download the PDF
Portfolio Perspectives from the CIO Office: May 2025 Read More »
Welcome to this special edition of Portfolio Perspectives from the Lonsec Investment Solutions Office of the CIO. Over the past few days, the Trump administration’s tariff plans have negatively impacted global markets. During these times of stress, stepping back and reviewing first principles is essential. We understand that your clients may have questions and concerns
FLASH NOTE – Portfolio Perspectives from the CIO Office: 7 April 2025 Read More »
