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In this month’s edition of Portfolio Perspectives, the key messages for investors are: Recent macroeconomic data supports our expectations for a “soft landing” The US yield curve has set a new record for the time inverted Lonsec believes the inversion reflects more than a view that inflation will be sticky We believe the market is […]
In this month’s edition of Portfolio Pespectives, the key messages for investors are: We remain late cycle but believe a “soft landing” is still plausible The services sector, not manufacturing, has a more significant impact on the global economy As long as the Services Purchasing Managers Index across the US, Eurozone, Japan and China remain […]
In this month’s edition of Portfolio Pespectives, the key messages for investors are: Lonsec moves into the ’soft landing‘ camp The services economy is the key driver within most major economies and this portion of the global economy remains in expansionary conditions Consumer spending is constructive, fuelling the services economy Unemployment is near multi-decade lows […]
A number of property funds have recently acted to modify or restrict redemptions in response to sharply rising interest rates that have created heightened uncertainty and impacted net capital flows into all asset classes, including real estate. The redemption status for several direct property funds currently rated by Lonsec are outlined below. Importantly, the actions […]
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 […]
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