Article list

Everything from Lonsec

Lonsec launches new governance solution to support investment oversight

The Lonsec Investment Governance Solution (IGS) is a new capability designed to help compliance and governance teams, research functions and investment teams strengthen oversight, respond earlier to emerging risks and

continue reading

05 Jun 2026

Narrowing market leadership raises challenges for active equity managers

Global equity markets are becoming increasingly concentrated, with benchmark performance being driven by a smaller group of stocks, sectors and countries. This dynamic is creating new challenges for investors, particularly

continue reading

04 Jun 2026

Infrastructure’s role broadens as structural growth themes take hold

Infrastructure is increasingly being reassessed by investors as its role expands beyond a traditional defensive allocation. While income and diversification remain central, long‑term structural trends are positioning infrastructure as a

continue reading

22 May 2026

ETF flows strong for March 2026 quarter

Australia’s exchange‑traded fund (ETF) industry recorded one of its strongest quarters on record in early 2026, with net inflows of $15.6 billion, even as global equity volatility picked up late in

continue reading

07 May 2026

Fixed income managers rethink portfolios as valuations tighten in traditional markets

Fixed income portfolio construction is undergoing a shift as historically tight valuations in government bonds and investment grade credit prompt managers to seek alternative sources of income and diversification. In

continue reading

24 Apr 2026

AI market rotation accelerates in early 2026 as SaaS business models come under pressure

Global equities have entered 2026 with strong momentum, but the underlying market rotation is intensifying as investors reassess how value is captured across the AI ecosystem. While upstream capital expenditure

continue reading

20 Mar 2026

APRA’s bank hybrid phase-out

The Australian Prudential Regulation Authority’s (APRA) decision to phase out Additional Tier 1 (AT1) bank hybrids by 2032 marks a major structural shift for income-focused investors. The move effectively winds

continue reading

05 Mar 2026

Private debt ‘evergreen’ funds: How managers are addressing liquidity risk

A new Lonsec insight by Senior Investment Analyst Mike Grdosic examines how Australian ‘evergreen’ private debt funds are managing liquidity risk in an inherently illiquid asset class, outlining the structural,

continue reading

20 Feb 2026

Lonsec reveals key market trends: Growth softens while small caps surge

Lonsec has released new analysis of Australian equity market performance over the 2025 calendar year, highlighting a challenging period for growth strategies, strong dispersion among active managers, and renewed momentum

continue reading

13 Feb 2026

Elevating standards in Australia’s private credit sector – ASIC REP 814

Private credit has emerged as one of the fastest-growing segments of Australia’s capital markets, now estimated at around A$200 billion. Its rise reflects a pullback in traditional bank lending and

continue reading

23 Oct 2025

FIRST 12 3 4 5...14 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]