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Unconstrained bonds and hidden risks

It is easy to see why the unconstrained approach is so appealing to investors. By taking a ‘benchmark agnostic’ view, an unconstrained bond manager can actively position their portfolio based on their view of the future direction of yields or relative performance between sectors. This flexibility not only allows unconstrained managers to outperform the benchmark […]


Crunch time for emerging market debt

This year has been challenging for fixed income investors across all sectors, but the extraordinary developments in emerging market currencies and yields spelled significant pain for Lonsec’s fixed income fund managers. Volatility had long been anticipated by investors but it finally reared its head in 2018 with February’s selloff, followed by a similar bout of […]


The US housing market is sounding concerns for the economy

While consumer spending continues to propel the US economy, GDP growth slowed in the September quarter, with a conspicuous downturn in fixed investment. Recent signs of weakness in the housing sector have raised fears that this downturn could continue through the December quarter, but more importantly markets are concerned that Fed tightening could exacerbate the […]


Lonsec appoints new Executive Director of Sales and Marketing

Leading research and investment solutions house Lonsec has appointed Rob Hardy to the newly created role of Executive Director of Sales and Marketing. Mr Hardy joins Lonsec after seven years at Clime Asset Management, most recently as Chief Operating Officer, and brings over 30 years of experience in sales, marketing and business leadership across a […]


Understanding super no longer optional for advisers

Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with the announcement by Lonsec of the inclusion of superannuation fund research in its iRate platform. The research is provided by SuperRatings, Lonsec’s specialist superannuation product research team, which has provided in-depth superannuation fund benchmarking and research for over 20 […]


The real cost of delaying portfolio implementation

The past decade has seen managed accounts transform from a technologically viable but largely unexplored solution to one that is now fully embedded in financial advice models. A key benefit of managed accounts is the efficiency they bring to financial advice practices. A large component of this efficiency relates to the fact that once a […]


Echoes of the taper tantrum

For some time, we have flagged that volatility in markets has been subdued, underpinned by a wave of liquidity being pumped into global economies by central banks in the form of Quantitative Easing (QE). We have seen bond yields trade at historic lows and the subsequent low interest rate environment has led to increasing debt […]


Managed accounts: A perfect solution or a perfect storm?

The managed account model is at the centre of a nascent revolution in financial advice. As pressures build on traditional advice businesses, the efficiencies offered by managed accounts have led advisers to rethink how they deliver advice and manage investments on behalf of clients. But while there are clear opportunities, the drive to shift to […]


Emerging markets offer opportunity, if you can sustain the ride

Emerging market returns have been a cause for concern over recent weeks but by taking a broader perspective, investors may be able to take advantage of the volatility that is inherent in this sector. Recent analysis by research house Lonsec reveals that while emerging markets experience strong bouts of volatility they have also produced significant […]


Traders driven to distraction during World Cup

Don’t bother calling your broker when the World Cup is on the TV. Analysis of share volumes shows there is a noticeable dip in the number of trades during World Cup matches in which the market’s national team is playing. Happily, most World Cup matches this year have been scheduled during European evenings or weekends, […]

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