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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 […]
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 […]
Quarterly Update – Q1 2022 From a portfolio perspective, geopolitical risks, such as the current Russia/Ukraine conflict, are typically hard to position for. What we tend to see is that the market tends to respond sharply and then recover quite quickly thereafter. And that appears to be the case this time around. The Australian equity […]
Quarterly Update – Q1 2022 It’s been a volatile quarter for equity and bond markets, with existing inflationary fears further exacerbated by the Russian invasion of the Ukraine. While Russia is small in terms of its impact on capital markets, it is a big exporter of commodities, including oil, gas and agriculture as well as […]
In this video, Lukasz de Pourbaix, Executive Director and CIO of Lonsec Investment Solutions provides an update on our macroeconomic views following Lonsec’s quarterly Asset Allocation Investment Committee meeting. A key topic of discussion was inflation. The rise we’ve seen over the recent years has now been amplified by the current situation in Russia and Ukraine and […]
Lonsec has expanded its support of Managed Accounts on the AMP North and CFS FirstWrap platforms with the launch of its Lonsec Listed Managed Portfolios. The portfolios harness the depth and breadth of Australia’s leading research provider, allowing investors access to a diversified portfolio of listed securities incorporating Lonsec’s Dynamic Asset Allocation. “These managed portfolios […]
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 […]
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 […]
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