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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 […]
The challenges of owning a ‘balanced’ portfolio consisting of equities and bonds is front of mind given the broad market volatility that has occurred in 2022. ‘Balanced’ portfolios can differ in the proportion of growth assets they hold, anywhere from 50% – 70% growth and 30% to 50% defensive assets. For the purposes of Lonsec’s […]
RECORDING IS NOW AVAILABLE. Spiralling inflation has had a knock-on effect with rising interest rates and an increase in market volatility. While this may be unsettling for your clients, there are strategies that can help you manage these risks and provide support for client portfolios. Join us for our next Lonsec webinar where we outline […]
Lonsec continues to drive investment efficiencies for advisers by expanding its support of Managed Accounts on the Netwealth platform. Lonsec has added to Netwealth’s Global Specialist Series (GSS) Managed Account range, by launching Lonsec GSS Index Plus. The portfolios are built around core Netwealth GSS passive strategies, and a range of active satellite funds that […]
RECORDING IS NOW AVAILABLE Lonsec Retire: Understanding a dynamic superannuation landscape The superannuation industry reached a major milestone on the first of July 2022, with the superannuation guarantee system being in place for 30 years. However, it comes at a time of significant market turbulence, with fund performance dipping into the red at the end […]
RECORDING is now available. See below. With interest rates rising for the first time in ten years, there is uncertainty as to where this will land – and what this means for retirement portfolios. While interest rate rises will be a welcome outcome for cash siting in bank accounts and term deposits, what will it […]
A look at Chinese equity managers’ performance over 18 months to March 2022. To say that the last several months have been difficult for the investment landscape within China would be an understatement. For the 18 months ending March 2022, the MSCI China NR Index (measured in AUD) has returned -28.7% on a cumulative basis. […]
Lonsec Research chatted with leading Fixed Income Managers to learn more about the sector, how they are approaching the changing investment landscape and what drew them to this sometimes overlooked, but very important, sector. In this video, Isrin Khor, Lonsec Sector Manager of Fixed Income is joined by Anthony Kirkham, Head of Melbourne Operations and […]
Lonsec has expanded its support of Managed Accounts on the AMP North and CFS FirstWrap platforms with the launch of its Lonsec Listed Managed Portfolios. The portfolios harness the depth and breadth of Australia’s leading research provider, allowing investors access to a diversified portfolio of listed securities incorporating Lonsec’s Dynamic Asset Allocation. “These managed portfolios […]
Given the impact the Russian-Ukraine conflict has had on financial markets, Lonsec has surveyed relevant Global Emerging Market Equity managers to ascertain their exposure to Russian, Ukrainian and Belarussian securities through the months of December 2021 to February 2022. Where such exposures are identified, Lonsec has also ascertained the underlying holdings and what steps managers […]
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