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Portfolio Perspectives from the CIO Office: March 2024
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 […]
Lonsec Retirement Managed Portfolios – Q4, 2023
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 […]
Lonsec Multi-Asset Managed Portfolios – Q4, 2023
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 […]
Lonsec Sustainable Managed Portfolios – Q4, 2023
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 […]
Portfolio Perspectives from the CIO Office: February 2024
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 […]
Lonsec Listed Managed Portfolios Update – Q4, 2023
After a sharp sell-off in October, markets rallied strongly over November and December, after hints from central banks that the end of the current rate hiking cycle is imminent, leading the market to start pricing in potential rate cuts in 2024. From a portfolio perspective, Lonsec’s Listed Managed Portfolios generated strong returns over the quarter, […]
Portfolio Perspectives from the CIO Office: December 2023
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 […]
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