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378 search results for: Investment Research

91

Lonsec Sustainability Webinar: Green Bond vs Green Washing

The dramatic growth of the green bond market in 2021 has been matched by the growth of green bond funds. But how do we know the bonds are indeed green or just being greenwashed? In the Lonsec Sustainability webinar, we look at what green bonds are, the difference between green issues and green issuers, and […]

92

The winds of change are coming

Years of accommodative monetary policy combined with ample liquidity from central banks, remnants of the global financial crisis of 2008, may be coming to a gradual end. We are arguably entering a transition period in the economic environment from one of low inflation, low interest rates backed by unconventional monetary policy (quantitative easing), to one […]

94

February 2022 – Reporting Season Insights

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following the February reporting season and takes an in-depth look at how various sectors and companies performed. This year we had a challenging backdrop heading into reporting season, in particular the first half of the year which […]

95

Five questions to ask before plunging in to an ETF

Exchange Traded Funds (ETFs) have been available on the ASX for over 2 decades, but in recent years, this category’s variety and representation within Australian portfolios have grown rapidly. By offering exposure to different global markets, industry sectors and strategic themes, as well as non-equities asset classes like bonds and commodities, ETFs can provide relatively […]

96

Portfolio Change & Market Update – Lonsec Listed Managed Portfolios

We have made changes to the Lonsec Listed Managed Portfolios following a review. These changes were effective as of 15 March 2022. The changes have been made to the Lonsec Listed Managed Portfolios with the aim of: – Reducing our Overweight allocation to Emerging Markets back to Neutral (lowering exposure to EMMG/VGE). – Increasing allocation to […]

97

Are we in the midst of a new cold war era?

After several weeks of diplomatic tensions, over the last few days the word has watched in shock as Russia invades Ukraine. By way of background, the Ukraine was part of the former Soviet Union and gained independence from the USSR in 1991 following the gradual collapse of communism in central and eastern Europe in 1989. […]

98

Media Release: How to choose the right financial adviser

When it comes to choosing a good financial adviser, it is important to find someone that you trust, shares your investment ethos and who has experience investing for someone at your stage in life. Whether you are nearing retirement or just starting your investing journey, asking these five questions will help you find the right […]

99

Market & Portfolio Update: Volatility and Market Uncertainty

Volatility and market uncertainty is increasing as markets react to news about interest rate rises. We asked Chief Investment Officer, Lukasz de Pourbaix, to give us an update on whether the current market situation has impacted Lonsec’s dynamic asset allocation views and whether any changes will be made to the Lonsec portfolios’ positions. Lukasz explains […]

100

2022 starts with a bang

I hope everyone had the opportunity to have a restful break. Markets have kicked of 2022 with a bang. Inflation is on everyone’s lips and we saw markets gyrate widely ahead of the US Federal Reserve’s meeting in January. What is certain is that markets do not like uncertainly and in this instance the market […]

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