US tariffs are not fake news, winding back risk in portfolios. In this edition of Portfolio Perspectives, we hear from Nathan Lim, CFA, Chief Investment Officer at Lonsec Investment Solutions, and Deanne Baker, Deputy Chief Investment Officer at Lonsec Investment Solutions. The key messages for investors are: To access the full Portfolio Perspectives for April […]
Portfolio Perspectives from the CIO Office: April 2025 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 »
Lonsec Investment Solutions (LIS) has today announced the launch of a new and unique investment solution designed exclusively for advisers and their high-net-worth clients. With private markets showing strong positive trends, LIS has developed a distinct approach that enhances portfolio diversification whilst offering a flexible investment structure via a Managed Discretionary Account, allowing for a
Stay calm, carry on… really. In this edition of Portfolio Perspectives, we hear from Danial Moradi, Portfolio Manager at Lonsec Investment Solutions. The key messages for investors are: To access the full Portfolio Perspectives for March 2025, download the PDF here, along with the charts & commentary. You can also listen to the Portfolio Perspectives
Portfolio Perspectives from the CIO Office: March 2025 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 »
