New Search

If you are not happy with the results below please do another search

373 search results for: Investment Research

11

Making sense of MySuper investment options

Can lifecycle MySuper options really deliver a Magic Pudding or is it all just pie in the sky? Experience working with members and employers suggests a real lack of understanding of the difference in approach between a lifecycle product and the alternative ‘single strategy’ product type.  Yet in a future environment where legislation such as […]

12

Bottom-up investment selection to dominate portfolio alpha

After years of low inflation and low interest rates, we have finally entered a new period in the economic environment of higher inflation and higher interest rates. But how high will inflation be and by how much will interest rates rise? Periods of transition from a market perspective increase uncertainty and subsequently increase market volatility. […]

13

Media release: Lonsec Investment Solutions adds to team as Managed Accounts hit record inflows

Lonsec has announced three key hires to their Lonsec Investment Solutions (LIS) team to support the significant expansion of their managed account and consulting businesses. Ron Mehmet, currently Head of Fixed Income Research at Lonsec Research will move to LIS as a Senior Consultant, to work with consulting clients and support Deanne Baker, Multi Asset […]

14

Media Release: Advisers keen to learn about Crypto investments

A recent webinar (attended by over 700 advisers) on crypto assets investments, indicates the weight of interest advisers and their clients are, in this growing asset class. Lonsec partnered with specialist manager Monochrome Asset Management to deliver a masterclass, covering the most asked questions on crypto assets such as how to access them, how to […]

15

Navigating Sustainable and ESG investments with your clients

RECORDING AVAILABLE As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset that investing in funds that contribute to society means forgoing returns. However, the reality is that, when applied correctly, sustainable […]

16

The Low Fee Conversation – Investment Fees Over Time

Superannuation funds are under increasing pressure to drive down fees. While investment fees and costs are a key driver of the amount members pay for their superannuation, demonstrating the relationship between cost and value remains challenging. SuperRatings has analysed how investment fees have changed since 2011. The chart below shows the median annual cost for […]

17

As our values change, so does the investment product market

The investment product market has evolved over the decades to cater to a wide range of investor needs and objectives. Now, as more and more investors wish to see their portfolio align with their values, the product market is evolving once again to deliver a range of responsible investment solutions. Lonsec has observed a significant […]

18

Lonsec Investment Solutions – February 2021 Reporting Season Insights

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following a very interesting reporting season and takes an in-depth look at how various sectors and companies performed. The February reporting season results were better than initially expected, particularly if we look at the middle of last […]

20

Insights from our CIO – Ignore the crowd and focus on your investment game plan

US elections, daily pandemic updates, and political scandals are dominating the news headlines. In this world of hyper-connectivity and a constant flow of information, investors must be focused on their game plan and learn to tune out the noise of the crowd. As we witnessed during October’s grand final (AFL or NRL depending on your […]

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.