Global equities growth presents opportunities for savvy investors

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A report by investment research house Lonsec Research (Lonsec) has revealed that over the past 12 months the global equities sector has seen the highest number of new entrants since before the onset of the Global Financial Crisis. Lonsec’s Global Equities Sector Review found that product choice in the global equities sector was experiencing strong growth

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Telstra Super joins Lonsec & Milliman retirement network

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Investment research house Lonsec Research Pty Ltd (Lonsec) and global actuarial and consulting firm Milliman yesterday  announced that Telstra Super Financial Planning (a wholly-owned subsidiary of Telstra Super), has become the first financial services group to sign up to Lonsec Retire, a collaboration between Lonsec and Milliman that provides financial advisers with access to contemporary

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Lonsec & Milliman Forms Industry Panel for Retirement

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Investment research house Lonsec Research (Lonsec) together with global actuarial and consulting firm Milliman have formed an industry panel consisting of six financial product providers to assist financial planners navigate through the complex issues relating to investing in retirement. BT Investment Management, Colonial First State, Macquarie, Metlife, MLC and Plato Investment Management, have joined forces

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Demographic tidal wave effects felt throughout financial services

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Lonsec and Milliman launch retirement website to provide practical solutions for advisers  Investment research house Lonsec Research (Lonsec), in partnership with global actuarial and consulting firm Milliman, yesterday unveiled a retirement website designed to provide practical and implementable solutions for financial advisers providing advice to retiree clients. As Australia’s population ages, the funding of retiree

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Lonsec releases Long Short Global Equities Sector Review

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Investment research house Lonsec Research Pty Ltd (Lonsec) recently completed its review of the Long Short Global Equities sector, reviewing 16 financial products. This included two financial products new to Lonsec’s coverage: the Morphic Global Opportunities Fund (a recently launched strategy by Hunter Hall alumni) and the Platinum International Health Care Fund. “Long/short investing is

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Emerging markets offer significant alpha opportunities for active managers

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Lonsec encourages investors to include specialist allocation within global equity portfolios Emerging markets (EM) equities have delivered strong returns over the long term, despite heightened volatility compared to developed markets, according to a report into the sector by investment research house, Lonsec Research (Lonsec). In its annual ‘Global Emerging Markets and Regional Equities Sector Review’,

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Australian listed property securities funds – the year of absolute recovery

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Investment research house Lonsec Research Pty Ltd (Lonsec) said Australian listed property securities funds have seen a strong recovery in performance across the Lonsec peer group over the last 12 to18 months, as fund managers benefit from a rebounding A-REIT sector. In particular, the headline S&P / ASX 200 A-REIT Accumulation Index (XPJ) rose by

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Infrastructure funds help investors tap into equity like returns with lower volatility

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Lonsec says global infrastructure securities sector will continue to grow Investment research house Lonsec Research (Lonsec) said global infrastructure securities has delivered equity like returns with lower volatility over recent years, and global investor demand for yield saw the sector outperform the majority of major asset classes over the year to March 2013. The Lonsec

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Smart beta ETFs a cost efficient way to target volatility

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Investment research house Lonsec is of the view that Australia can expect the market for Exchange Traded Funds (ETFs) tracking ‘smart beta’ or non-traditional indices to grow in popularity in the near future, as increased risk aversion since the global financial crisis has resulted in greater demand for volatility targeted equity products. ETFs tracking smart

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Is risk just another four letter word?

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Specialist research house Lonsec has highlighted risk as a key theme emerging from its most recent review of the Global Equity Funds sector.  Since the GFC, risk – or investor avesion to risk – has increasingly been driving investment decisions and product innovation in global equity funds.  “Globally, equity markets have yo-yoed, continually switching between

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