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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 […]
Following the reprieve in July, markets returned to being volatile in August as the narrative of higher inflation and subsequent higher rates re-gained momentum. In line with previous similar periods, all asset classes sold off with the exception of Australian equities which generated positive returns driven by materials and energy sectors. In such environments where […]
In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following an interesting August reporting season and takes an in-depth look at how sectors and companies performed. Similar to FY21, this year we had a challenging backdrop heading into the second half of the year, with the […]
Markets were buoyed in July by data from the US suggesting that inflation may have peaked. All asset classes enjoyed strong returns and we saw a sharp rebound in segments of the market which were previously sold down on the back of inflation fears, such as the technology sector. During the month we observed a […]
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 […]
It has been a challenging period for multi-asset investors with both equity and bond markets recording some of the worse starts to a year in decades. Global equity markets fell significantly over the quarter and domestically the ASX 300 index has fallen more than 10% since the start of the calendar year. However, what has […]
We are currently in an environment we haven’t seen since the mid-1990s, of extremely high inflation and low growth, which has surprised many investors and has been damaging for those that have a low tolerance to risk, such as retirees. Despite negative returns, and while we haven’t been able to avoid the losses entirely, the […]
It has been a challenging period for multi-asset investors with both equity and bond markets recording some of the worse starts to a year in decades. Global equity markets fell significantly over the quarter and domestically the ASX 300 index has fallen more than 10% since the start of the calendar year. ESG and sustainable […]
The heat has been on with central banks around the world trying to keep inflation under control. We have seen three consecutive rate rises by the RBA, the most numerous since 2010. We have observed similar monetary policy tightening action in other jurisdictions, notably the US where the last inflation read was 8.6%. Central banks […]
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