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Lonsec has announced three key hires to their Lonsec Investment Solutions (LIS) team to support the significant expansion of their managed account and consulting businesses. Ron Mehmet, currently Head of Fixed Income Research at Lonsec Research will move to LIS as a Senior Consultant, to work with consulting clients and support Deanne Baker, Multi Asset […]
RECORDING IS NOW AVAILABLE With historically low interest rates, have retirement portfolios become over reliant on equities to generate income? Join us for our third webinar in the series on generating income for retirement portfolios to hear a panel of experts outline how a multi-asset approach may provide more reliable and stable sources of income […]
RECORDING AVAILABLE Lonsec Webinar Series – Crypto Assets Where to for product, portfolio and advice? In a recent survey conducted by Monochrome Asset Management, 77% of Financial Advisers said that they had received queries about crypto assets investments from their clients but only 11% felt equipped to answer these queries. In our first webinar for […]
What is Private Debt? Private debt, similar to public debt is an advance of money to a borrower with obligations to make interest payments on the amount borrowed (principal) and repay the principal at a predetermined maturity (typically 3-5 years). The term ‘private’ refers to these loans not being traded or issued in public markets […]
Welcome to the first in a new Lonsec Insights series called Manager in Focus. Manager in Focus aims to demystify the investment process and give access to the brightest minds in Australia’s investment community. In this first Manager in Focus video, Peter Green, Head of Equities Research at Lonsec Research brings together Dushko Bajic, Head […]
Secondary investments refer to the buying and selling of an investors interest and unfunded commitments in pre-existing private equity funds. Given the absence of an established trading market, the transfer of interests in private-equity funds can be a complex, time consuming and a labour-intensive process of negotiation. The volume of secondary market transactions has been […]
Trend following strategies have undergone notable evolution in their programmes over time. We discussed these changes, the motivation driving them, and their overall programme impacts in our 2019 Alternatives Sector Review. Market expansion, specifically expanding the tradeable instrument set to non-traditional and alternative markets, was briefly highlighted as one such modification at the time. In […]
Lonsec has made a number of key hires within its distribution and client engagement team, in order to provide more support to advisers and their practices. John Burton has been appointed Head of Sales and is based in Lonsec’s Sydney Office. Previously National Sales Manager at OnePath, John was most recently Founder and Director of […]
VIEW RECORDING With interest rates at historic lows and likely to remain so, many investors rely on equities for generating income from their portfolios. From our discussions with advisers, we have found that many are grappling with the best way to structure equities within a portfolio for retirement – is it to follow a total […]
Lonsec is pleased to advise that we are supporting the Design and Distribution (DDO) process by making Target Market Determinations (TMDs) available via iRate®, for the funds that we rate. You will be able to access the TMDs within iRate® when the rules become effective on 5 October 2021. As a Distributor, we are required […]
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