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Overall, 2022 was a year to forget for both equity and bond investors, with both asset classes generating negative returns over the calendar year. In fact, aside from commodities and the USD, almost all other major asset classes generated negative returns over the year. In line with the broader market, Lonsec’s Listed Managed Portfolios generated […]
RECORDING IS NOW AVAILABLE In one of our recent surveys, we asked advisers if they felt adequately prepared to discuss ESG investing options with their clients, and only 25% responded that they were. With ESG investment options growing exponentially and regulators taking a keener interest, we are hosting a webinar to explore the practical steps […]
As the saying goes, “what a year!” As the world slowly emerged out of Covid lockdowns, two central themes have dominated 2022, inflation and geopolitics. Domestically the annual CPI figure has exceeded 7%. It has been a similar story across most economies globally as a cocktail of years of low interest rates, central bank driven […]
This year has seen the largest increase in global inflation since 1980 when the OPEC oil shocks in the late 1970s caused inflation to reach over 14% in the US and above 10% in Australia. Inflation is generally regarded as damaging to holders of cash and cash equivalent securities such as fixed-income products because their […]
By: Brendan Tully, Managed Account Consultant Recently, there has been much commentary on rising interest rates and inflation and the impacts on investment returns and your clients’ outcomes. There have been very few sectors which have produced positive returns in the last 12 months and so the impacts have been felt across the range of […]
Late in the quarter, we removed our long-stranding underweight position in Australian Fixed Income back to neutral given the significant rises we have already seen in bond yields over the course of the year. While further volatility can be expected, Australian fixed-income securities are now offering better value than they have in several years and […]
The Lonsec Sustainable portfolios outperformed the peer group benchmark and the internal benchmark over the September quarter. Dynamic asset allocation added value thanks mostly to the underweight position in fixed income. Rising interest rates saw real assets bear the brunt of the volatility in Q3, with the exposure to REITs and listed infrastructure detracting from […]
It has been another challenging quarter for multi-asset investors with both equity and bond markets for the most part continuing their declines. High inflation prints, aggressive central bank policy tightening, and fears of recession are driving extreme market volatility. However, the Retirement portfolios have weathered the storm relatively well. Whilst we haven’t been able to […]
For the past 10 years investors have become accustomed to double digit returns from equities and low market volatility. As interest rates normalise we are heading into a different market environment characterised by higher volatility and greater dispersion in returns between stocks. For some investors the last 10 years’ market environment is all they have […]
Equity markets experienced heavy declines in September, with Global Equities losing 5.2% (in US dollars) over the quarter, bringing year-to-date returns to -17.5%. For Australian investors, the 14% decline in the Australian dollar so far in 2022 has helped cushion the impact of this drawdown in global equities, in local currency terms. Australian Equities fared […]
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