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This is the last Portfolio Perspective for 2023. Going into this festive time of the year, from all of us at Lonsec Investment Solutions we wish you and your family a good rest and happy holidays. Portfolio Perspective will return in February 2024. Key Messages for Investors: Macroeconomic conditions are decelerating, but the impact is […]
Marc Hraiki, Executive Director of Sales and Service, chats with Ron Mehmet, Portfolio Manager – Tailored Investment Solutions, about term deposits, bonds and how advisers can use them in their clients’ portfolios. Important Notice: This document is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) […]
In brief: We are at the beginning of the end of this economic cycle. However, the duration of this slowdown remains elusive as employment conditions remain robust. Historical US recessions have been as short as two months to as long as 18 months but have averaged ten months overall. Now is the time to be […]
In brief: We believe an apparent imbalance between the supply and demand of US government debt could lead to higher long-term interest rates regardless of the inflation path. For defensive allocations, we prefer Australian long-term bonds over the US equivalent. We believe the key drivers of Australian inflation are largely outside of the Reserve Bank […]
The recording is now available. Synopsis The Australian ETF sector continues to grow strongly with over 20 new ETFs launched this year alone and the sector closing in on $150 billion in funds under management. Whether your clients are seeking enhanced income, an inflation hedge, increased diversification or exposure to a particular investment theme, there […]
Lonsec Holdings has today announced its partnership with InterPrac Financial Planning. Lonsec has been appointed the mandated research provider for InterPrac and has commenced a bespoke onboarding program for all advisers across the InterPrac dealer group. InterPrac advisers join over 4000 financial professionals in Australia using iRate®, Lonsec’s market leading research portal. iRate® is Lonsec’s […]
As we look to the future of service delivery in the administration space, we believe supporting funds to enhance their operational efficiencies and drive down costs, the ability to integrate with non-core administration systems, technological capability and adaptability, strong contact centre capabilities, where applicable, and capacity in a merger-heavy operating environment, are key elements impacting […]
RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios in drawdown is well known, but how can you insulate your clients’ portfolios and help […]
Can lifecycle MySuper products deliver on their promise of a lower risk position at retirement coupled with competitive returns over a member’s lifetime? Find out how we compare the universe of MySuper products irrespective of whether they follow a lifecycle or single-default strategy. Bill Buttler, Senior Manager, Consulting Camille Schmidt, Market Insights Manager, SuperRatings Please see […]
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