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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) […]
Leading research house SuperRatings estimates October will see super funds post negative investment performance for the third consecutive month, with the median balanced option expected to post a return of -1.6% for the month of October. “We have observed continued uncertainty around global markets and inflation, which has weighed on returns from shares,” commented Kirby […]
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 […]
The Lonsec Sustainable Managed Portfolios contributed most to the following United Nations Sustainable Development Goals (UN SDGs): SDG 3 Good Health & Well Being, SDG 7 Affordable & Clean Energy, SDG 8 Decent Work & Economic Growth, SDG 11 Sustainable Cities & Communities, and SDG 13 Climate Action. Deanne Baker provides an update on the portfolios’ top […]
With equity and bond markets both retracing for the quarter, the Lonsec Multi-Asset portfolios delivered negative absolute returns, however they delivered strong relative performance, outperforming the peer group over the quarter and for the 12 months to September. Our focus on quality investments and diversification supported portfolio performance as volatility returned to markets. Deanne Baker explains how the […]
The Retirement portfolios maintain a slight defensive bias. The business cycle is entering a more challenging period, with tighter financial conditions and softening consumer trends presenting headwinds for growth assets in particular. We have been increasing duration within the portfolio. Deanne Baker explains how the Retirement portfolios performed over the September quarter. The information in this […]
Despite the market sell-off in September, rolling year portfolio returns remain positive, and ahead of the Benchmark, for Lonsec’s Listed Managed Portfolios, which is good to see after a difficult 2022, with portfolio returns ranging from 5.9% in the Conservative profile to 12% for the High Growth portfolio. Portfolio Manager for the Listed portfolios Dan […]
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 […]
SuperRatings is pleased to announce the Super Fund of the Year Awards finalists. This year’s event reflects our commitment to evolve with the industry as we have joined with Super Review and Momentum Media as the exclusive Research Partner to deliver an awards night dedicated to the superannuation industry. Join us in celebrating those funds […]
After a positive start to the new financial year, super fund returns faced modest headwinds in August with the median balanced option delivering an estimated return of -0.1% according to leading superannuation research house SuperRatings. The trajectory for inflation remains a key driver for markets with uncertainty around central bank’s rates pathway remaining front of […]
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