Trends + Ratings

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Emerging bond markets move into mainstream investment thinking

The broad asset class we think of as emerging market debt has been evolving over the last few years. The end of the global mega credit cycle, so damaging to banking systems and sovereign debt ratios in many developed economies, left many emerging and developing economies relatively unscathed. Whilst pre-emptive IMF activity following the March […]

01 Sep 2010

Lonsec releases 2010 Global Emerging Markets and Regional Equities Sector Review

From Steven Sweeney - Senior Investment Analyst - Lonsec Limited

Lonsec has released its 2010 review of the Global Emerging Markets and Regional Equities sector, encompassing 20 funds. Four funds were awarded Lonsec’s highest accolade, ‘Highly Recommended’ – the Templeton Emerging Markets Fund, TAAM New Asia Fund, Aberdeen Emerging Opportunities Fund and the T Rowe Price Asia Ex-Japan Equity Fund. Six new funds were reviewed […]

30 Jul 2010

Lonsec releases 2010 Sector Review – Single Manager Hedge Funds

From Lin Ngin - Senior Investment Analyst - Lonsec Limited

Lonsec has released its 2010 Single Manager Hedge Funds Sector Review, covering 16 funds of which four received Lonsec’s highest rating of “Highly Recommended” – the BlackRock Scientific Global Markets Fund, Aspect Diversified Futures Fund, Man AHL Alpha and the Winton Global Alpha Fund. One new fund was added to the Recommended List – the […]

28 Jul 2010

Lonsec releases 2010 Australian and Global Long/Short Sector Reviews

Lonsec has released its 2010 Sector Reviews covering Australian and global long/short funds. Twelve Australian equity long/short funds were reviewed, with three attaining Lonsec’s highest rating of “Highly Recommended” – the Aviva Investors High Growth Shares Trust, Aviva Investors Long Short Equity Fund and the ING Extended Alpha Australian Share Fund. Of the global long/short […]

22 Jul 2010

Lonsec releases 2010 Diversified Funds Sector Review

From Deanne Fuller - Investment Analyst - Lonsec Limited

Lonsec’s 2010 Diversified Funds Sector Review resulted in the assignment of two Highly Recommended ratings, to BlackRock and Schroders. The ratings assigned to each manager generally apply across the various risk profiles and fund structures. Key themes to emerge from the Sector Review Stable resourcing Managers have remained relatively steady in the diversified funds space, […]

20 Jul 2010

Lonsec releases its 2010 Australian Property Securities Funds Sector Review

From Kevin Prosser - Head of Property & Infrastructure Research - Lonsec Limited

Lonsec’s 2010 review of the Australian Property Securities sector included 19 funds, of which only one attained Lonsec’s top rating, Highly Recommended. This was the Vanguard Property Securities Index Fund. Three funds were added to the sector – the Aviva Investors Listed Property Fund, the Legg Mason Property Securities Fund, and the Macquarie Master Property […]

14 Jul 2010

Active vs Passive funds – the debate continues…

From Amanda Gillespie- Chief Executive - Lonsec Research

Overview The debate over active versus passive management is not a new one. In the 1960s the world saw Eugene Fama develop the theory of the efficient market hypothesis and its role in asset allocation. The argument over whether the market can be beaten has continued to rage worldwide. If capital markets were at equilibrium, […]

31 Mar 2010

A Case for Emerging Small Cap

From Carolyn M. Kedersha - Senior Portfolio Manager - The Boston Company Asset Management

The staggering growth of emerging market economies has led to a new dynamic in global consumerism. Increasing wealth and modernization across these markets is creating a new global middle class, which will likely become tomorrow’s most important consumer base. Favorable long-term demographics, low product- penetration levels, and greater purchasing power all point to current and […]

30 Nov 2009

Emerging markets local currency debt: Capitalising on improved sovereign fundamentals

From Alexander Kozhemiakin - Director of Emerging Market Strategies - Standish Mellon Asset Management Company

Emerging markets local currency-denominated debt is a relatively large and liquid asset class that represents some of the most creditworthy emerging market sovereigns, offers two distinct sources of return (currency and local bond yields), and provides the potential to generate equity-like returns without taking on direct equity risk. We expect the sizeable growth differentials between […]

01 Oct 2009

Dollar Cost Averaging: Myth or Viable Strategy

From Lukasz de Pourbaix - Head of Investment Consulting - Lonsec Limited

Dollar cost averaging (DCA) is an investment strategy where fixed amounts are invested into the market at set intervals as opposed to making a one-off initial lump sum investment. The idea behind the strategy is that, by drip feeding regular amounts into an investment, an investor buys in at various unit prices and that over […]

31 Mar 2009