If you are not happy with the results below please do another search
Whilst July and August were positive months for risk assets, September saw a reversal in markets, with slowing global growth. All asset classes were negative in the month of September. However, the Retirement portfolios held up well versus the peer group and internal benchmarks. In terms of total return, the portfolios remain comfortably above its […]
August was another strong month for equity markets however some storm clouds have reappeared amidst the collapse of Evergrande, one of China’s biggest property developers, as the Chinese government sought to stem excessive borrowing leaving the heavily indebted company with over $400B in debt. The main concern is that the collapse may have a flow […]
Lonsec is pleased to announce the launch of a managed accounts solution for advisers using the Colonial First State (CFS) platform. 12 year track record Active management All underlying funds rated Recommended and Highly Recommended by Lonsec Range of risk profiles No extra cost Lonsec has provided model portfolios on the CFS platform for over 12 […]
VIEW RECORDING Overview As ESG investing becomes more mainstream, we are seeing an increase in the discussion about the most effective way of driving lasting change – is it through the restriction of capital via divestment or is it through engagement directly with companies? Exclusion tends to be favoured by end clients, while managers largely […]
In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following an interesting August reporting season and takes an in-depth look at how various sectors and companies performed. The August reporting season was strong, highlighted by a very strong rebound in earnings as we cycled through the […]
According to a report in Bloomberg recently, while Vanguard data show a portfolio with 60 equities/fixed income mix returned an average 9.1% a year from 1926 to 2020, JP Morgan Asset Management recently estimated it will return just 3.7% over the next decade. Why? In a world where 85% of developed-market government bonds are yielding […]
The upward trajectory in equity markets has continued unabated. Markets continue to be supported by low interest rates and central bank liquidity support. The US Federal Reserve’s recent comments that that they would continue their asset purchase program and that interest rates are not expected to rise anytime soon has added fuel to markets. This […]
The recently released Intergovernmental Panel on Climate Change (IPCC) Report made for sobering reading. Based on the most up to date, science-based understanding of the climate system and climate change, the report found that it “is unequivocal that human influence has warmed the atmosphere, ocean and land. “ According to the report, human influence has […]
Lonsec’s complete suite of managed accounts is now available on Macquarie’s wrap platform with the addition of the new Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal values and demonstrate strong environmental, social and governance (ESG) practices. Recognising the growing demand for responsible investment solutions, […]
The Sustainable portfolios ended the financial year strongly, comfortably outperforming the strategic benchmark. The portfolios now have a 6-month track record having being launched in December last year and they have outperformed their respective FE Multi-Asset Benchmark Indices over the last 3 and 6 months. Returns from Dynamic Asset Allocation were positive with the overweight […]
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.