The good, the bad and the brave of the small cap sector

From

Resource and mining services companies continue to drag down the small capitalisation market, with their losses overshadowing otherwise strong results and the beginnings of a welcome restructure within the small cap sector. According to the latest review of small companies by leading research house Lonsec, the plunging value of resource companies has had a positive

continue reading

Changing regulations and investor pressue shape alternatives sector

From

Lonsec releases 2014 Alternatives Sector Review Research house Lonsec has released its Alternatives Sector Review, highlighting that a changing regulatory environment and investor requirements have continued to shape the alternatives sector during the past year. Lonsec’s review of the alternatives sector encompassed 33 products covering both hedge funds and private equity. The report found that

continue reading

A reversal of fortunes: Lonsec releases 2014 Fixed interest Sector Review

From

Leading research house Lonsec yesterday released its Fixed Interest Sector Review, highlighting 2014 as a reversal of 2013 with traditional bond funds outperforming more credit intensive counterparts. Australian Fixed Interest managers, after a strong 2013, generally had a tougher year; while Global Fixed Interest, after a dismal 2013, was the top performer within the fixed income

continue reading

Lonsec Research acquires iRate

From

Lonsec Research has announced they have exchanged contracts to purchase the iRate technology and client base from the administrators of the van Eyk group of companies. The acquisition of iRate allows Lonsec Research to fast track their technology offering to the planning and fund manager markets. Joint CEO of Lonsec Fiscal Holdings (LFH), the holding company of

continue reading

Responsible Investment delivers more than just the feel good factor  

From

Lonsec releases 2014/15 Australian & Global Equity Responsible Investment (RI) Sector Review Leading research house Lonsec yesterday released its 2014/15 Australian & Global Equity Responsible Investment (RI) Sector Review, highlighting positive performance and reduced volatility for RI Australian Equity funds. The report revealed that the Lonsec’s Australian equity RI peer group average returned 15.7% for the

continue reading

Lonsec flags risks in stellar A-REITs sector

From

Lonsec publishes its 2014 Australian Listed Property Securities (A-REIT) Sector Review Leading research house Lonsec has warned investors to stay alert for structural risks in Australian REITs as the sector continues to rebuild and prosper. Lonsec’s 2014 A-REIT Sector Review, released today, showed Lonsec’s peer group of active A-REIT managers achieved returns of 12.7% over

continue reading

Lonsec: Emerging markets investors should get active, consider specialists

From

Lonsec publishes its annual GEM and Regional Equities Sector Review for 2014 Lonsec yesterday released its 2014 Global Emerging Markets and Regional Equities Sector Review, highlighting a challenging year for emerging market investors in 2013 with ongoing concerns about the impact of  ‘tapering’ by the US Federal Reserve; and slowing growth and/or current account deficits in

continue reading

Lonsec research responds to increased demand for SMA platforms

From

Lonsec predicts continued growth of SMA platforms in coming years Lonsec has undertaken new research into Australia’s  separately managed account (SMA) platforms in recognition of the increasingly important role SMAs play in offering investors heightened transparency and greater control over their investments. In response to strong interest from its clients, Lonsec conducted what it believes

continue reading

Lonsec reinforces diversification in lower return environment

From

New reviews highlight portfolio changes needed to maximise portfolio outcomes Investment research house Lonsec Research (Lonsec) has announced key changes to its portfolios following the latest Strategic Asset Allocation (SAA) Review and Model Portfolio Review. Lonsec leverages its research capability to provide advisers portfolio management guidance through a range of Core Model Portfolios. SAA recommendations

continue reading

Infrastructure outperforms long term forecasts

From

Lonsec finds investors benefit from active investment approach Investment in listed infrastructure funds has continued to grow over the past year, buoyed by strong long term performance, increasing investor awareness and a preference for defensive equities in the face of conflicting macro themes, according to a report by investment research house Lonsec Research (Lonsec). Lonsec’s

continue reading