Lonsec’s experts look at four key themes we believe every financial adviser needs to understand to help their clients weather the storm and be in the best position possible to take advantage of future market conditions.
Lukasz de Pourbaix, Executive Director & Chief Investment Officer
Providing insight into current market dynamics and performance-driven by historically high levels of volatility and tight liquidity conditions
Danial Moradi, Portfolio Manager Listed-Products
An overall update on the banking sector, focusing on the future of dividends in the current environment and a look into what the future may hold.
Performance of portfolios
David Wilson, Senior Investment Consultant
A summary of the overall performance of Lonsec’s managed accounts, including a deeper dive into the underlying strategies used and drivers of returns at the security selection level.
Dynamic Asset Allocation
Brook Sweeney, Senior Investment Consultant
Insight into Lonsec’s dynamic asset allocation process and the valuation, cycle, policy, and momentum factors that drive decision making.
This information is provided by Lonsec Investment Solutions as a corporate authorised representative of Lonsec Research Pty Ltd who holds an AFSL number 421445. This is general advice, which doesn’t consider your personal circumstances. Consider these and always read the product disclosure statement or seek professional advice prior to making any decision about a financial product. You can access a copy of our financial services guide at lonsec.com.au
This video is provided by Lonsec Investment Solutions Pty Ltd ACN 608 837 583, a Corporate Authorised Representative (CAR 1236821) (LIS) of Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). LIS creates the model portfolios it distributes using the investment research provided by Lonsec Research but LIS has not had any involvement in the investment research process for Lonsec Research. LIS and Lonsec Research are owned by Lonsec Holdings Pty Ltd ACN 151 235 406. Past performance is not a reliable indicator of future performance. This is general advice, which doesn’t consider your personal circumstances. Consider these and always read the product disclosure statement or seek professional advice prior to making any decision about a financial product. While care has been taken to prepare the content of this video, LIS makes no representation or warranty to the accuracy or completeness of the information presented, which is drawn from public information not verified by LIS. The information contained in this video is current as at the date of publication. Copyright © 2020 Lonsec Investment Solutions Pty Ltd ACN 608 837 583