Article list

Everything from Lonsec Research

Fund managers accelerate action on biodiversity in ESG policies

From Lonsec Research

Biodiversity is rapidly emerging as a core component of Environmental, Social and Governance (ESG) policies among fund managers, reflecting growing recognition of its financial and systemic implications. Recent analysis of

continue reading

20 Nov 2025

Sequencing, longevity and the evolving multi-asset toolkit

From Lonsec Research

As Australia’s superannuation system matures, the challenges of sequencing and longevity risk are reshaping how retirement portfolios are designed, assessed, and communicated. Traditional accumulation frameworks focused on return and volatility

continue reading

06 Nov 2025

Lonsec secures top spot again: Best Research House four years running

From Lonsec Research

Lonsec Research and Ratings is proud to announce that we have once again been recognised in the 2025 Adviser Ratings Australian Financial Advice Landscape Report as the leading provider of

continue reading

22 Aug 2025

Robust methodology key to private credit research

From Lonsec Research

The private credit industry has grown rapidly in recent years, emerging as a key alternative to traditional bank lending. Lonsec Research and Ratings has kept pace with this rise by

continue reading

27 Mar 2025

Lonsec Research appointed research partner for Godfrey Pembroke amidst the Licensee’s Business Transformation

From Lonsec Research

Lonsec Holdings has announced it has been appointed exclusive research partner for Godfrey Pembroke Group (GPG), as the Licensee exits institutional ownership after two decades. Lonsec’s reappointment as the mandated

continue reading

23 Apr 2024

Lonsec helps advisers tackle conflicted advice

From Lonsec Research

Leading research house and managed account provider Lonsec will work with financial advisers seeking to transition from conflicted advice models and introduce a greater degree of independence in their investment

continue reading

08 May 2019

Why following the winner might make you a loser

From Lonsec Research

One of the most common investment strategies is to back last year’s winner. All too often investors pile into the best performing asset class of the last year in the

continue reading

04 Oct 2018

Australian markets are becoming complacent

From Lonsec Research

Volatility has died down since the dramatic spike witnessed in February 2018, but a return to near-historic lows should raise eyebrows among investors. The S&P/ASX 200 VIX Index, a measure

continue reading

16 Aug 2018

It’s time to drop the FAANG label

From Lonsec Research

In the wake of Facebook’s plummeting share price, there has been much talk of the so-called FAANG shares and their earnings performance. But investors should not be misled by the

continue reading

08 Aug 2018

Investors risk exposure to ‘glittering junk’

From Lonsec Research

Investors sticking to the traditionally high quality, conservative part of global bond markets may be surprised to learn that they are more exposed to riskier credit now than prior to

continue reading

31 Jul 2018

FIRST 12 3 4 5 6 LAST

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]