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Following an end of year rally in December, super funds have made a good start to 2024 with leading superannuation research house SuperRatings estimating the median balanced option generated a return of 1.1% in January. The trajectory of inflation and associated shifts in interest rates remain key areas of conjecture, although they will remain a […]
Macroeconomic conditions continue to decelerate, consistent with our ongoing thesis that we have entered the end of this cycle. From here, we expect economic growth to moderate and employment conditions to weaken. Inflation should continue to ease but at a slower pace than market expects, with risks to upside with stage 3 tax cuts likely […]
The Multi-Asset portfolios returned solid absolute returns over the December quarter in the order of 3.9% to 5.2% depending on the risk profile. In a relative sense, while the Conservative and Defensive portfolios outperformed their respective FE peer group benchmarks, the Balanced, Growth and High Growth risk profiles struggled to keep pace. The embedded risk […]
The Sustainable portfolios returned solid absolute returns over the December quarter in the order of 6.4% to 7.8% depending on the risk profile. In a relative sense, all risk profiles comfortably outperformed their respective FE peer group benchmarks, delivering top quartile returns over the quarter. Dynamic asset allocation was a detractor for the quarter. Our […]
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 […]
After a sharp sell-off in October, markets rallied strongly over November and December, after hints from central banks that the end of the current rate hiking cycle is imminent, leading the market to start pricing in potential rate cuts in 2024. From a portfolio perspective, Lonsec’s Listed Managed Portfolios generated strong returns over the quarter, […]
Despite returns swinging between positive and negative throughout the year, super funds delivered strong returns for members over 2023, boosted by a share rally in the final quarter of the calendar year. The median Balanced option reported a 2.7% return in December, and 9.6% for the full 2023 calendar year, fully recovering the -4.8% loss […]
Expectations of peak inflation drove positive returns across most sectors of the market in November, leading to a bounce in returns following the subdued earnings reported between August and October. Leading research house SuperRatings estimates the median balanced option will deliver a return of 3.1% for the month of November. “Despite the uncertainties around inflation, […]
A number of property funds have recently acted to modify or restrict redemptions in response to sharply rising interest rates that have created heightened uncertainty and impacted net capital flows into all asset classes, including real estate. The redemption status for several direct property funds currently rated by Lonsec are outlined below. Importantly, the actions […]
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 […]
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