If you are not happy with the results below please do another search
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 […]
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 […]
RECORDING AVAILABLE With interest rates close to 0%, many investors are questioning the need for Fixed Income in their portfolios. At Lonsec, we believe that Fixed Income still has an important role to play in portfolio construction, especially for those looking for retirement income. Join our expert panel as they discuss the different objectives Fixed […]
With the growing dominance and potentially anticompetitive nature and conduct of big tech multinational players of the likes of Amazon, Facebook, Apple and Alphabet, there is bipartisan support behind the need for antitrust reform. US President Joe Biden’s appointment of staunch antitrust reform advocate Lina Khan as Chair of the Federal Trade Commission in June […]
This event had passed. Please register to watch the On-Demand. CPD Points are available for On-Demand. Synopsis: If last year was about managing fast and frequent change, 2021 is about adjusting to an ever-shifting investment landscape. One fundamental trend that continues to accelerate is the importance of — and demand for — Environmental, Social, and […]
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.