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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 […]
The Multi-Asset portfolios outperformed their peer group benchmarks over the 12-month period to March 2023. The Multi-Asset portfolios have provided good protection from the volatility experienced in equity and bond markets over the last 12 months, while broadly keeping pace with markets as sentiment recovered over the first quarter of 2023. Key to that outperformance […]
The first quarter of the year brought a new source of volatility to financial markets in the failure of two US regional banks, with serious doubts remaining over several others. Soon afterwards, the Swiss government arranged for the ailing Credit Suisse to be taken over by rival UBS at a fraction of its trading price […]
An eerie calm has fallen over markets in recent weeks, as the banking stresses of early March fade into the background. Market measures of risk, such as the VIX, have retreated, while global equity markets have rebounded strongly, buoyed by a resurgence in technology stocks. We remain somewhat cautious. We have seen a rapid shift […]
Lonsec Holdings has today announced the integration of its Lonsec Investment Solutions (LIS) and Implemented Portfolios (IPL) managed account solutions to offer advisers and their clients a broader suite of investment options – with Lonsec’s Listed Managed Portfolios now made available via IPL’s Individually Managed Account (IMA) service. Advisers and investors using the Lonsec Listed […]
The start of 2023 has been generally positive for markets. While the rally has been a welcome relief from the tumultuous market environment in 2022, the key question is whether the recent rally has legs or whether it is simply a bear market rally with more volatility to follow as we progress into 2023. The […]
It’s been a challenging year for sustainable investing as rising interest rates have negatively impacted longer duration growth assets, while the Russian invasion of the Ukraine has seen fossil fuel prices skyrocket. On the sustainability front, there is much to look forward to in 2023 as governments and businesses alike step up their commitments to […]
Over the course of 2022 our message to investors has been simple. Markets are in a period of transition and with transition comes some pain. The rapid shift from record-low interest rates and liquidity-fueled markets to one of higher interest rates and central banks shrinking their balance sheets has impacted markets. This has been coupled […]
Despite a difficult year, the Multi-Asset portfolios have managed to outperform both the internal strategic benchmark and the peer group average benchmark. Active management, Dynamic asset allocation (DAA) and lowly correlated sources of return have meant that the portfolios have been able to navigate the volatile markets relatively well. The slightly underweight position in Global […]
The Retirement portfolios have weathered the choppy markets well. Whilst we haven’t been able to protect investors from all the losses over the course of 2022, the portfolios managed to protect around 360 to 470 basis points, depending on the risk profile over the calendar year. While the capital component of returns continues to exhibit […]
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