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91

February 2022 – Reporting Season Insights

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following the February reporting season and takes an in-depth look at how various sectors and companies performed. This year we had a challenging backdrop heading into reporting season, in particular the first half of the year which […]

92

Five questions to ask before plunging in to an ETF

Exchange Traded Funds (ETFs) have been available on the ASX for over 2 decades, but in recent years, this category’s variety and representation within Australian portfolios have grown rapidly. By offering exposure to different global markets, industry sectors and strategic themes, as well as non-equities asset classes like bonds and commodities, ETFs can provide relatively […]

93

Portfolio Change & Market Update – Lonsec Listed Managed Portfolios

We have made changes to the Lonsec Listed Managed Portfolios following a review. These changes were effective as of 15 March 2022. The changes have been made to the Lonsec Listed Managed Portfolios with the aim of: – Reducing our Overweight allocation to Emerging Markets back to Neutral (lowering exposure to EMMG/VGE). – Increasing allocation to […]

94

Are we in the midst of a new cold war era?

After several weeks of diplomatic tensions, over the last few days the word has watched in shock as Russia invades Ukraine. By way of background, the Ukraine was part of the former Soviet Union and gained independence from the USSR in 1991 following the gradual collapse of communism in central and eastern Europe in 1989. […]

95

Media Release: How to choose the right financial adviser

When it comes to choosing a good financial adviser, it is important to find someone that you trust, shares your investment ethos and who has experience investing for someone at your stage in life. Whether you are nearing retirement or just starting your investing journey, asking these five questions will help you find the right […]

96

Market & Portfolio Update: Volatility and Market Uncertainty

Volatility and market uncertainty is increasing as markets react to news about interest rate rises. We asked Chief Investment Officer, Lukasz de Pourbaix, to give us an update on whether the current market situation has impacted Lonsec’s dynamic asset allocation views and whether any changes will be made to the Lonsec portfolios’ positions. Lukasz explains […]

97

2022 starts with a bang

I hope everyone had the opportunity to have a restful break. Markets have kicked of 2022 with a bang. Inflation is on everyone’s lips and we saw markets gyrate widely ahead of the US Federal Reserve’s meeting in January. What is certain is that markets do not like uncertainly and in this instance the market […]

98

Crypto Asset: where to for advice?

RECORDING AVAILABLE Lonsec Webinar Series – Crypto Assets Where to for product, portfolio and advice? In a recent survey conducted by Monochrome Asset Management, 77% of Financial Advisers said that they had received queries about crypto assets investments from their clients but only 11% felt equipped to answer these queries. In our first webinar for […]

99

Q4 2021 Market Overview Positioning Update

Inflation continues to dominate the discussion. Most of us agree that interest rates will go up at some point from their record lows. The question is by how much and when.  Chief Investment Officer, Lukasz de Pourbaix, provides an update on the outcomes and key discussion points from Lonsec’s latest quarterly Asset Allocation investment committee […]

100

Insights from our CIO – Some things to consider in the year ahead

As this is our final newsletter for 2021, I’d like to take the opportunity the wish you all a relaxing festive season and all the best for 2022. On behalf of the Lonsec, I would like to thank you for your support and for entrusting us with your clients’ investments and we look forward to […]

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.