Lonsec releases 2010 Australian and Global Long/Short Sector Reviews

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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” –... Read more continue reading

Lonsec releases 2010 Diversified Funds Sector Review

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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... Read more continue reading

Lonsec releases its 2010 Australian Property Securities Funds Sector Review

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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.... Read more continue reading

Active vs Passive funds – the debate continues…

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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... Read more continue reading

A Case for Emerging Small Cap

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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,... Read more continue reading

Emerging markets local currency debt: Capitalising on improved sovereign fundamentals

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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... Read more continue reading

Dollar Cost Averaging: Myth or Viable Strategy

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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... Read more continue reading