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296 search results for: Our Ratings

21

Insights from our CIO: Feel the heat

August was another strong month for equity markets however some storm clouds have reappeared amidst the collapse of Evergrande, one of China’s biggest property developers, as the Chinese government sought to stem excessive borrowing leaving the heavily indebted company with over $400B in debt. The main concern is that the collapse may have a flow […]

22

Lonsec and SuperRatings Fund of the Year Awards 2021

VIEW RECORDING Event details Date: Thursday 28 October, 3:00 PM The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets and operating environments, we believe recognising the contributions of strong funds that are helping their clients and members navigate the […]

23

Redesigning your practice with Managed Accounts

Lonsec works closely with advisers to build solutions that enhance a practices ability to serve clients, while building greater operational efficiencies. As innovators in managed accounts, we’ve always believed in their power to transform an advice business. Research indicates that practices using managed accounts see a noticeable uplift in revenue, and profitability per adviser, by […]

24

Insights from our CIO – Structural pressures to keep inflation in check

By Lukasz de Pourbaix, Executive Director & CIO – Lonsec Investment Solutions Markets have been buoyed as signs of an economic recovery continue to be reflected in economic data. The IMF (International Monetary Fund) has revised their projections upwards on global GDP growth with the US expected to grow by 6.4% in 2021 and China […]

25

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 […]

26

Insights from our CIO – Positioning for recovery

Welcome to 2021! I hope you had relaxing break and found time to reset after a tumultuous year. As we enter 2021 it seems that it’s more of the same. COVID-19, US elections (and inaugurations) and growing tensions between Australia and China continue to dominate the news headlines. Late last year we adjusted our asset […]

29

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 […]

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Insights from our CIO – Buckle up for a wild ride

In recent weeks we’ve seen increased market volatility. The Nasdaq, which represents the leading technology stocks in the US market, has seen a pull back following an incredible rally, and markets seem to be in a range-trading pattern. We all know the saying that when the US market sneezes, the rest of the world catches […]

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.