
Private Equity in Focus: Strategies, Access & the Road Ahead
Private Equity in Focus: Strategies, Access & the Road Ahead 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 »

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 »

The private credit industry has grown rapidly in recent years, emerging as a key alternative to traditional bank lending. Lonsec Research and Ratings has kept pace with this rise by refining their research process in early 2024 to incorporate sector specific risk and challenges. The rise of private credit EY has estimated the size of
Media release: Robust methodology key to private market credit research Read More »

Darrell Clark, Deputy Head of Research & Sector Manager – Alternatives, Lonsec Research and Ratings The rise of private credit The private credit industry has grown rapidly in recent years emerging as a key alternative to traditional bank lending. EY has estimated the size of the Australian private credit sector to be A$188b in assets
Private Credit: Balancing Opportunity and Risk in a Growth Market Read More »

Monthly superannuation returns turned negative for the month of February. Despite an uncertain environment, it was only the second negative monthly return for the financial year; however, it was clear that signs of discomfort were emerging as markets digested the looming risks of tariffs and the effects that may result in the global economy. Leading
Media release: Super returns fall as threat of trade war looms Read More »

Tony Adams, Head of Sustainable Investment Research, Lonsec Research Over the last few years, it seemed that climate action had finally gained serious traction in the finance sector. Major banks joined the Net-Zero Banking Alliance (NZBA), fund managers signed up for initiatives like ClimateAction 100+, and regulators worldwide began warning they would clamp down on
The state of play in climate action from the finance industry Read More »

The Lonsec Group (Lonsec) today announced a strategic realignment of its businesses as it continues to strengthen it capabilities and prepare for future growth. This follows the announcement by parent company Generation Development Group (GDG) earlier today of the acquisition of managed account business, Evidentia Group (Evidentia). Following the acquisition of Evidentia, Lonsec’s research and
Media release: Lonsec Group businesses realigned and poised for further growth Read More »