Solid macroeconomic conditions take a back seat to a tariff war. In the first edition of Portfolio Perspectives for 2025, we hear from Nathan Lim, Chief Investment Officer of Lonsec Investment Solutions. The key messages for investors are: To access the full Portfolio Perspectives for February 2025, download the PDF here, along with the charts […]
Portfolio Perspectives from the CIO Office: February 2025 Read More »
Despite a post-Christmas stumble resulting in December returns falling into the red, it was full steam ahead for funds over 2024, with returns boosting member balances in 10 out of the 12 months in the year. The median Balanced option reported a -0.4% return in December, but 11.1% for the full 2024 calendar year, comfortably exceeding
Leading superannuation research house SuperRatings has just finalised super fund estimated performance for calendar year 2024. It has been a year of surprisingly strong and consistent positive returns for the industry, where Superannuation funds have strongly benefited from international share exposure leading to double digit returns. The median Balanced option expected to return 11.5% return
Media release: Funds deliver 11.5% return for 2024 Read More »
Tony Adams, Head of Sustainable Investment Research, Lonsec Research For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive. Confusion around what “ESG Investing” actually is has led to many investors becoming disillusioned with their portfolios. So, what is “ESG investing”? Is this the same as ethical, responsible or green
Understanding the difference between ESG, ethical and green investing Read More »
Returns bounced back in November following the subdued October return, led by the strong performance of international shares, particularly in the US, following the outcome of the US presidential election. Superannuation research house SuperRatings estimates that the median balanced option returned 2.4% to members over the month. “Share exposure continued to drive super returns in November. Members
Media release: Fund returns roll on toward strong full year result Read More »
The next economic cycle may have already started. In this month’s edition of Portfolio Perspectives, we hear from Nathan Lim, Chief Investment Officer of Lonsec Investment Solutions on some key trends we’ve seen in 2024. The key messages for investors are: To access the full Portfolio Perspectives for December 2024, download the PDF here, along
Portfolio Perspectives from the CIO Office: December 2024 Read More »
US Elections update – the road from political victory to policy implementation is long and winding. In response to last week’s US elections, Nathan Lim, Chief Investment Officer of Lonsec Investment Solutions, takes a look at what this could mean for investors. The key messages for investors are: To access the full Flash Note, download
FLASH NOTE: Portfolio Perspectives from the CIO’s Office, 11 November 2024 Read More »
Funds faced a tougher market over October with superannuation research house SuperRatings estimating that the median balanced option returned 0.2% to members over the month. Most asset classes reported negative returns with international shares and cash the only major asset classes likely to deliver positive returns. For Balanced and Growth style options, their international share
Media release: International shares bolster fund returns in October Read More »
