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Lonsec WINS Research House of the Year 2018
For the third year in a row, Lonsec has been announced as the Research House of the Year according to Money Management’s 2018 Rate the Raters Survey, voted on by financial advisers, winning eight out of a possible ten categories. Most notably, Lonsec ranked first for quality of staff, client service and corporate strength, highlighting […]
Libby Newman appointed Executive Director of Lonsec Research
Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role of Executive Director of Lonsec Research. Ms Newman has more than 25 years of experience in investment management and funds research, including most recently as Lonsec’s Head of Manager Research in Melbourne. Since joining Lonsec in 2007, […]
How to build a World Cup winning investment team
What can fund managers learn from the most successful World Cup teams? For every on-field win, there is a lot going on behind the scenes, and the same is true for Australia’s leading investment managers. Here are some universal tips on how funds can set themselves up for lasting success, based on the match-winning habits […]
What is Lonsec Investment Solutions?
Lonsec Investment Solutions was established to help financial advisers start implementing separately managed account (SMA) solutions. Learn how Lonsec leverages its market-leading research to deliver quality SMA model portfolios.
Portfolio Perspectives from the CIO Office: April 2024
In this month’s edition of Portfolio Perspectives, the key messages for investors are: Recent macroeconomic data supports our expectations for a “soft landing” The US yield curve has set a new record for the time inverted Lonsec believes the inversion reflects more than a view that inflation will be sticky We believe the market is […]
Lonsec Managers in Focus – Equity
Webinar details With reporting season wrapping up, the next episode of Managers in Focus will look at Australian Equities. The panel will discuss the opportunities and risks they have observed during reporting season and any trends that may emerge over 2024 in both large and small cap ASX listed stocks. Joining our host Matthew Turnbull, […]
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