If you are not happy with the results below please do another search
For the third year in a row, Lonsec has been announced as the Research House of the Year according to Money Management’s 2018 Rate the Raters Survey, voted on by financial advisers, winning eight out of a possible ten categories. Most notably, Lonsec ranked first for quality of staff, client service and corporate strength, highlighting […]
Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role of Executive Director of Lonsec Research. Ms Newman has more than 25 years of experience in investment management and funds research, including most recently as Lonsec’s Head of Manager Research in Melbourne. Since joining Lonsec in 2007, […]
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.
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 […]
Macroeconomic conditions continue to decelerate, consistent with our ongoing thesis that we have entered the end of this cycle. From here, we expect economic growth to moderate and employment conditions to weaken. Inflation should continue to ease but at a slower pace than market expects, with risks to upside with stage 3 tax cuts likely […]
The Multi-Asset portfolios returned solid absolute returns over the December quarter in the order of 3.9% to 5.2% depending on the risk profile. In a relative sense, while the Conservative and Defensive portfolios outperformed their respective FE peer group benchmarks, the Balanced, Growth and High Growth risk profiles struggled to keep pace. The embedded risk […]
The Sustainable portfolios returned solid absolute returns over the December quarter in the order of 6.4% to 7.8% depending on the risk profile. In a relative sense, all risk profiles comfortably outperformed their respective FE peer group benchmarks, delivering top quartile returns over the quarter. Dynamic asset allocation was a detractor for the quarter. Our […]
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.