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377 search results for: Investment Research

62

A (corporate) bond renaissance

After a decade of record-low bond yields, fixed income has been making a comeback this year. In Australia, when advisers and investors think of fixed income, they mostly think of term deposits and government bonds, but corporate bonds also make up a significant portion of the global bond market. The global bond market is massive […]

63

Insights from our CIO: Keeping it in perspective

Global equities have rallied over the last 6 months, with the MSCI AC World ex Australia TR Index AUD returning 7.5% since the start of the year.  The recovery in global risk assets has however, been quite narrow and heavily concentrated in a small number of US mega stocks. In fact, if we zoom in on […]

64

Money Management 35th Annual Fund Manager of the Year Awards 2023 – Winners Announced

Congratulations to all the winners and nominees for this year’s Fund Manager of the Year Awards. For Lonsec and Money Management, these awards are a celebration of the very best of the funds management industry and we will recognise the very best innovations and products and services that improve the investment outcomes of Australians. As […]

65

Insights from our CIO: Cloudy skies and left tails

Inflation is likely to ease substantially in the coming months as base effects roll off and tighter credit conditions hit consumption and aggregate demand. Services inflation, rent rises and wage pressures however persist, meaning inflation could remain sticky and above central bank target ranges for some time. Financial conditions are therefore likely to remain tight […]

66

Insights from our CIO: Caution amidst the calm

An eerie calm has fallen over markets in recent weeks, as the banking stresses of early March fade into the background. Market measures of risk, such as the VIX, have retreated, while global equity markets have rebounded strongly, buoyed by a resurgence in technology stocks. We remain somewhat cautious. We have seen a rapid shift […]

67

Bear market rally or are we off to the races?

The start of 2023 has been generally positive for markets. While the rally has been a welcome relief from the tumultuous market environment in 2022, the key question is whether the recent rally has legs or whether it is simply a bear market rally with more volatility to follow as we progress into 2023. The […]

68

Media release: Lonsec announces key executive appointments

Lonsec Holdings today announces key strategic appointments following the acquisition of Implemented Portfolios Limited in August 2022. Bruce Hawkins joins in the newly created role of Chief Operating Officer, Naomi Christopher is appointed a Head of Marketing and PR across the Lonsec Group and Steve Garth is appointed as Lonsec Product Investment Oversight Committee Chair. […]

69

Insights from our CIO – Expectations for 2023

Over the course of 2022 our message to investors has been simple. Markets are in a period of transition and with transition comes some pain. The rapid shift from record-low interest rates and liquidity-fueled markets to one of higher interest rates and central banks shrinking their balance sheets has impacted markets. This has been coupled […]

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