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Building a goals-based investment portfolio

…unlikely to capture all that is important to retirees who typically have multiple investment objectives. Additionally, many investment decisions are product driven, rather than strategy driven. Lonsec believes the focus…

https://www.lonsec.com.au/2019/05/30/building-a-goals-based-investment-portfolio/

Rethinking Fixed Income in Retirement

…rate environment. Being neither inherently bad or good investments, the focus should be on the balance of risk vs. return and how they might behave relative to your other investments…

https://www.lonsec.com.au/2018/09/27/rethinking-fixed-income-in-retirement-ardea/

Small caps shine as Australia’s biggest stocks lag

…(C’th)) and based solely on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial…

https://www.lonsec.com.au/2018/06/29/small-caps-shine-as-australias-biggest-stocks-lag/

Beware the dividend honeypot—the lesson of Telstra

…on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular…

https://www.lonsec.com.au/2018/07/05/beware-the-dividend-honeypot/

Budget’s fate will be determined by the economy

Research Pty Ltd ABN 11 151 658 561, AFSL 421 445 (Lonsec). Please read the following before making any investment decision about any financial product mentioned in this document. Warnings:…

https://www.lonsec.com.au/2019/04/03/budgets-fate-will-be-determined-by-the-economy/

Lonsec helps advisers tackle conflicted advice

Leading research house and managed account provider Lonsec will work with financial advisers seeking to transition from conflicted advice models and introduce a greater degree of independence in their investment

https://www.lonsec.com.au/2019/05/06/lonsec-helps-advisers-tackle-conflicted-advice/

Managing risks: Women and retirement

in financial products and operate registered managed investment schemes. If you invest in an Invesco Fund, Invesco may receive fees in relation to that investment. Details are in the PDS….

https://www.lonsec.com.au/2018/02/27/managing-risks-women-and-retirement-invesco/

What is Lonsec Investment Solutions?

Lonsec Investment Solutions was established to help financial advisers start implementing separately managed account (SMA) solutions. Learn how Lonsec leverages its market-leading research to deliver quality SMA model portfolios.

https://www.lonsec.com.au/2018/02/12/what-is-lonsec-investment-solutions/

Market dynamics: The case for value remains

…for value investors. At IML we pride ourselves on our strict adherence to the IML investment mantra which has defined our approach to investing for the past 20 years –…

https://www.lonsec.com.au/2018/06/14/market-dynamics-the-case-for-value-remains/

Not all income is created equal

…diversification. But while the smart beta concept might seem easily commoditised, there can be significant differences in investment outcomes even among those investment products that appear to offer something very…

https://www.lonsec.com.au/2018/09/12/not-all-income-is-created-equal/

Batten down the hatches

…a portion of their wealth in asset classes which behave differently, ideally independently, to their existing investments. Right now, we’re in an unusual period where equity, fixed income AND the…

https://www.lonsec.com.au/2018/11/20/batten-down-the-hatches-invesco/

Managed accounts can’t fly under the regulatory radar

…overseeing in-house managed portfolios, including the composition of the investment committees and the range of qualified and experienced professionals involved in investment decisions. There will also undoubtedly be increased focus…

https://www.lonsec.com.au/2019/02/06/managed-accounts-cant-fly-under-the-regulatory-radar/