If you are not happy with the results below please do another search
The Retirement portfolios maintain a slight defensive bias. The business cycle is entering a more challenging period, with tighter financial conditions and softening consumer trends presenting headwinds for growth assets in particular. We have been increasing duration within the portfolio. Deanne Baker explains how the Retirement portfolios performed over the September quarter. The information in this […]
Despite the market sell-off in September, rolling year portfolio returns remain positive, and ahead of the Benchmark, for Lonsec’s Listed Managed Portfolios, which is good to see after a difficult 2022, with portfolio returns ranging from 5.9% in the Conservative profile to 12% for the High Growth portfolio. Portfolio Manager for the Listed portfolios Dan […]
In brief: We believe an apparent imbalance between the supply and demand of US government debt could lead to higher long-term interest rates regardless of the inflation path. For defensive allocations, we prefer Australian long-term bonds over the US equivalent. We believe the key drivers of Australian inflation are largely outside of the Reserve Bank […]
The much-anticipated slowdown in economic growth appears to be upon us, with GDP in Australia slowing to 2.3%. While only slightly below long-term trend GDP at this point, it is the direction and speed of travel that counts. Discretionary spending has eased (-1.0%), as cost of living pressures finally hit the consumer. Perhaps not surprisingly, […]
Lonsec’s Listed Managed Portfolios generated strong returns over the June quarter, outperforming the peer group benchmark, with returns this year primarily driven by the portfolio’s growth allocations, particularly global equities. Portfolio Manager for the Listed portfolios Dan Moradi provides a market and portfolio update, covering performance, positioning and outlook. The information in this video is prepared by […]
The Retirement portfolios’ 12-month performance remains first quartile, and above the peer group benchmark with the embedded risk control in the portfolio protecting retirees from the worst of the year’s volatility. The structural overweight to Australian equities (to capture the benefits of franking credits) detracted this month as domestic equities were unable to keep pace […]
It has been a remarkable turnaround for sustainable portfolios over the last 6 months. Weaker first half financial year performance, has given way to a strong rebound as high quality, profitable, information technology stocks have outperformed the broader market by some margin. The launch of artificial intelligence technologies such as ChatGPT, has created enormous buzz […]
Over the 12 months to June 30, the portfolios delivered solid absolute returns. This very respectable result masked significant intra-year volatility. The 2023 financial year was characterised by raging inflation, the most aggressive rate rises in history, the re-pricing of all major asset classes, significant shifts in style from growth to value (and back again), […]
Lonsec Holdings today announces the key strategic appointment of Nathan Lim as Chief Investment Officer and Executive Director, Lonsec Investment Solutions, Lonsec’s fast growing investments division. Nathan joins from Morgan Stanley Private Wealth Management Asia where he was Co-Head of Investment Management Services. While at Morgan Stanley, Nathan developed Morgan Stanley’s award winning multi-asset investment […]
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.