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Lonsec Holdings has today announced its partnership with InterPrac Financial Planning. Lonsec has been appointed the mandated research provider for InterPrac and has commenced a bespoke onboarding program for all advisers across the InterPrac dealer group. InterPrac advisers join over 4000 financial professionals in Australia using iRate®, Lonsec’s market leading research portal. iRate® is Lonsec’s […]
The challenges of owning a ‘balanced’ portfolio consisting of equities and bonds is front of mind given the broad market volatility that has occurred in 2022. ‘Balanced’ portfolios can differ in the proportion of growth assets they hold, anywhere from 50% – 70% growth and 30% to 50% defensive assets. For the purposes of Lonsec’s […]
RECORDING IS NOW AVAILABLE. Spiralling inflation has had a knock-on effect with rising interest rates and an increase in market volatility. While this may be unsettling for your clients, there are strategies that can help you manage these risks and provide support for client portfolios. Join us for our next Lonsec webinar where we outline […]
Lonsec continues to drive investment efficiencies for advisers by expanding its support of Managed Accounts on the Netwealth platform. Lonsec has added to Netwealth’s Global Specialist Series (GSS) Managed Account range, by launching Lonsec GSS Index Plus. The portfolios are built around core Netwealth GSS passive strategies, and a range of active satellite funds that […]
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 […]
A look at Chinese equity managers’ performance over 18 months to March 2022. To say that the last several months have been difficult for the investment landscape within China would be an understatement. For the 18 months ending March 2022, the MSCI China NR Index (measured in AUD) has returned -28.7% on a cumulative basis. […]
Lonsec Research chatted with leading Fixed Income Managers to learn more about the sector, how they are approaching the changing investment landscape and what drew them to this sometimes overlooked, but very important, sector. In this video, Isrin Khor, Lonsec Sector Manager of Fixed Income is joined by Anthony Kirkham, Head of Melbourne Operations and […]
Given the impact the Russian-Ukraine conflict has had on financial markets, Lonsec has surveyed relevant Global Emerging Market Equity managers to ascertain their exposure to Russian, Ukrainian and Belarussian securities through the months of December 2021 to February 2022. Where such exposures are identified, Lonsec has also ascertained the underlying holdings and what steps managers […]
RECORDING IS NOW AVAILABLE With historically low interest rates, have retirement portfolios become over reliant on equities to generate income? Join us for our third webinar in the series on generating income for retirement portfolios to hear a panel of experts outline how a multi-asset approach may provide more reliable and stable sources of income […]
RECORDING AVAILABLE Lonsec Webinar Series – Crypto Assets Where to for product, portfolio and advice? In a recent survey conducted by Monochrome Asset Management, 77% of Financial Advisers said that they had received queries about crypto assets investments from their clients but only 11% felt equipped to answer these queries. In our first webinar for […]
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