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View webinar recording The live webinar was held on Wednesday, May 20th, 2020 Overview Income in a very low rate environment Rates are at historic lows and heading lower, while around the world banks are slashing dividends or scrapping them altogether. Our panellists share their best ideas for generating income during the crisis, and how […]
Lonsec has partnered with BT Financial Group to make its suite of Listed and Retirement Managed Portfolios available on the BT Panorama platform. BT Panorama users now have access to all three of Lonsec’s Managed Portfolios, with the Multi-Asset Managed Portfolios already available on the platform. “We’re very pleased to partner with BT to enable their […]
Lonsec Market & Portfolio Update: 17 March Lonsec Market & Portfolio Update: 13 March The COVID-19 virus has triggered a significant sell-off in markets and a spike in volatility. The VIX Index, which is a measure of forward-looking volatility for the S&P 500 Index, moved from around the 14% mark in mid-February to over 54% […]
What is it? In September 2019, Treasurer Josh Frydenberg announced a long-awaited independent review of Australia’s retirement income system. The review, recommended by the Productivity Commission, will examine the retirement income system’s ‘three pillars’ – the age pension, superannuation, and voluntary savings, including home ownership. The Commission urged the government to carry out the review […]
Congratulations to all of the award winners and finalists for this year’s SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. Lonsec Disruptor Award Drawn from the Lonsec rated universe, products or issuers who have challenged the status quo. Winner Vanguard Finalists Allianz Retire+ VanEck Vectors MSCI […]
Many behavioural studies have shown there are several traits and biases that can impede us from making reasonable decisions about everything from what to eat to how to invest. Understanding these biases and considering whether they may be negatively impacting decisions can be beneficial when implementing long-term investment plans. These studies show, in general, people have asymmetric […]
In addition to the SuperRatings honours, Lonsec will also present a number of awards recognising excellence across the broader wealth management industry: Lonsec Disruptor Award Drawn from the Lonsec rated universe, products or issuers who have challenged the status quo. Finalists Allianz Retire+ VanEck Vectors MSCI International Sustainable Equity ETF Vanguard Lonsec Investment Option Award […]
“How much can I spend?” This question lies at the heart of so many conversations between a retiree and their adviser. Although not explicitly stated, this simple question ties in to so many other related concerns – Can I spend enough to be comfortable? Will I run out of money? What are my options if […]
When accumulating savings for retirement, the investment objective is clear – to grow and maximise savings.
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