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Lonsec Holdings (Lonsec) is an independent partner to the Wealth Management industry, providing preeminent products and services that are critical to key industry participants to enable them to serve their respective clients efficiently and effectively. Lonsec’s mission is to “help clients make better investment decisions.” To achieve this, Lonsec continues to lead and evolve with […]
Market volatility has persisted as markets are continuously recalibrating to price in forward looking inflation and the subsequent impact on interest rates and economic growth. We believe that this market volatility will persist until there is evidence that inflation has peaked and bond yields have stabilised. Bond yields have been rising, with US 10 year […]
With a huge array of government initiatives reshaping super in recent years, none was more keenly watched than the inaugural performance test of 80 MySuper products. The regulator found that 13 of the 80 products assessed were deemed to have underperformed the benchmark by more than 50 basis points. Since August when the results were released, […]
In this video, Lukasz de Pourbaix, Executive Director and CIO of Lonsec Investment Solutions provides an update on what’s been happening in the markets, with market volatility and inflation. Lukasz then explains what this means for the Lonsec portfolios. IMPORTANT NOTICE: This document is published by Lonsec Investment Solutions Pty Ltd ACN 608 837 583, a […]
RECORDING is now available. See below. With interest rates rising for the first time in ten years, there is uncertainty as to where this will land – and what this means for retirement portfolios. While interest rate rises will be a welcome outcome for cash siting in bank accounts and term deposits, what will it […]
After years of low inflation and low interest rates, we have finally entered a new period in the economic environment of higher inflation and higher interest rates. But how high will inflation be and by how much will interest rates rise? Periods of transition from a market perspective increase uncertainty and subsequently increase market volatility. […]
Super fund performance continues to experience bumps along the road, with returns falling in April following a small positive return in March. Leading superannuation research house SuperRatings estimates that the median balanced option fell by 1.1% in April. As inflation challenges become evident, the Reserve Bank of Australia increased rates for the first time since […]
Fixed Income is added to a broad portfolio of assets for several reasons. They include: Return: Frequent income from the cash flows of the coupon or interest payments to stabilise the risk and return of your client’s portfolio. Defensive: Capital Preservation. The relatively steady return of capital of fixed-income products (unless there is a credit […]
Quarterly Update – Q1 2022 Global equities were the Listed portfolios’ main detractor from returns over the quarter. Although the BetaShares NASDAQ 100 and VanEck MSCI International Quality ETFs bounced back in March, both finished the quarter 10% lower, while the defensive sector exposures in Healthcare and Consumer Staples outperformed the broader market benchmark year-to-date. […]
Quarterly Update – Q1 2022 The first quarter of the year was a particularly challenging period for the Sustainable portfolios as the Russian invasion of Ukraine pushed oil and gas prices higher. The energy sector outperformed the less carbon-intensive sectors such as information technology by 30% during the quarter which proved to be a major […]
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