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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), […]
Bond markets across a number of developed countries including the US, UK and Germany are currently pricing in a recession. Global stock indices are close to, if not at, all-time highs. What exactly are the capital markets trying to tell us about the state of the economy? Stock prices are a well-known leading indicator of […]
After a decade of record-low bond yields, fixed income has been making a comeback this year. In Australia, when advisers and investors think of fixed income, they mostly think of term deposits and government bonds, but corporate bonds also make up a significant portion of the global bond market. The global bond market is massive […]
Global equities have rallied over the last 6 months, with the MSCI AC World ex Australia TR Index AUD returning 7.5% since the start of the year. The recovery in global risk assets has however, been quite narrow and heavily concentrated in a small number of US mega stocks. In fact, if we zoom in on […]
Inflation is likely to ease substantially in the coming months as base effects roll off and tighter credit conditions hit consumption and aggregate demand. Services inflation, rent rises and wage pressures however persist, meaning inflation could remain sticky and above central bank target ranges for some time. Financial conditions are therefore likely to remain tight […]
Markets are in a period of transition and with transition comes uncertainty and volatility. We have seen a rapid shift from record-low interest rates and abundant liquidity to an environment of higher interest rates, central banks shrinking their bloated balance sheets and banks in general tightening their lending practises. These tighter liquidity conditions will continue […]
It has been a stronger quarter for sustainable investors as many of the headwinds facing the sector throughout 2022, eased substantially. The dispersion between energy and information technology has narrowed considerably, with investors turning to quality and defensiveness as economic growth looks set to slow across the remainder of the year. Against that backdrop, the […]
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