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379 search results for: Investment Research

131

Budget 2021-22 analysis

Federal government doubles down on expansionary budget It’s been only seven months since the last federal budget in October 2020, which was delayed in order to give the government maximum flexibility to respond to the COVID-19 pandemic. This budget is the second pandemic budget, with the focus now shifting from temporary spending measures to keep […]

136

Delivering income in a low-yield world

Generating a meaningful level of income within the risk constraints of a retirement portfolio has certainly had its challenges over the last 12 months. When the full effects of the COVID-19 pandemic hit in March 2020, a number of usually very reliable income sources—such as the banks, REITs, and infrastructure—either reduced, suspended or cancelled their […]

137

Insights from our CIO – Structural pressures to keep inflation in check

By Lukasz de Pourbaix, Executive Director & CIO – Lonsec Investment Solutions Markets have been buoyed as signs of an economic recovery continue to be reflected in economic data. The IMF (International Monetary Fund) has revised their projections upwards on global GDP growth with the US expected to grow by 6.4% in 2021 and China […]

139

Market Overview, Portfolio Performance & Positioning Update

Market Overview, Portfolio Performance & Positioning Update Given the recent market conditions – increased volatility, fear of inflation, rotation away from growth and quality stocks towards cyclical and value stocks – we asked Lonsec’s Chief Investment Officer Lukasz de Pourbaix to give us an update on his views of the market and how Lonsec’s portfolios […]

140

Sustainability Webinar: Satisfying your clients’ desire to invest according to their values

This event had passed. Please register to view the recording. Synopsis As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure their investment solutions align with their clients’ values. What am I really invested in? How are investment decisions made? What industries does […]

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