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In this month’s edition of Portfolio Pespectives, the key messages for investors are: We remain late cycle but believe a “soft landing” is still plausible The services sector, not manufacturing, has a more significant impact on the global economy As long as the Services Purchasing Managers Index across the US, Eurozone, Japan and China remain […]
In this month’s edition of Portfolio Pespectives, the key messages for investors are: Lonsec moves into the ’soft landing‘ camp The services economy is the key driver within most major economies and this portion of the global economy remains in expansionary conditions Consumer spending is constructive, fuelling the services economy Unemployment is near multi-decade lows […]
This is the last Portfolio Perspective for 2023. Going into this festive time of the year, from all of us at Lonsec Investment Solutions we wish you and your family a good rest and happy holidays. Portfolio Perspective will return in February 2024. Key Messages for Investors: Macroeconomic conditions are decelerating, but the impact is […]
Marc Hraiki, Executive Director of Sales and Service, chats with Ron Mehmet, Portfolio Manager – Tailored Investment Solutions, about term deposits, bonds and how advisers can use them in their clients’ portfolios. Important Notice: This document is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) […]
In brief: We are at the beginning of the end of this economic cycle. However, the duration of this slowdown remains elusive as employment conditions remain robust. Historical US recessions have been as short as two months to as long as 18 months but have averaged ten months overall. Now is the time to be […]
In brief: We believe an apparent imbalance between the supply and demand of US government debt could lead to higher long-term interest rates regardless of the inflation path. For defensive allocations, we prefer Australian long-term bonds over the US equivalent. We believe the key drivers of Australian inflation are largely outside of the Reserve Bank […]
The much-anticipated slowdown in economic growth appears to be upon us, with GDP in Australia slowing to 2.3%. While only slightly below long-term trend GDP at this point, it is the direction and speed of travel that counts. Discretionary spending has eased (-1.0%), as cost of living pressures finally hit the consumer. Perhaps not surprisingly, […]
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 […]
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