Lonsec launches Governance Solutions to meet growing demand for investment governance expertise

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Lonsec has announced the launch of Lonsec Governance Solutions, a new business established to help fund managers, responsible entities, licensees, private wealth firms and platforms strengthen governance frameworks, improve investment

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Is US exceptionalism reaching its limits?

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US equities have delivered years of outsized returns, but a narrowing gap is emerging between the case for continued American dominance and the case for a more diversified global approach.

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Lonsec launches new governance solution to support investment oversight

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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

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Narrowing market leadership raises challenges for active equity managers

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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

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Infrastructure’s role broadens as structural growth themes take hold

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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

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ETF flows strong for March 2026 quarter

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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

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Fixed income managers rethink portfolios as valuations tighten in traditional markets

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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

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

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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

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APRA’s bank hybrid phase-out

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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

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

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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,

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