‘Growth’ and ‘defensive’ labels don’t tell advisers what they need to know

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Financial advisers must have a thorough understanding of where superannuation products allocate funds rather than relying on labels to make recommendations, according to leading research house Lonsec. There has been a long-running debate on how certain asset types should be categorised, with investment managers and super funds often having different stances on which assets to […]

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Lonsec supports managed account growth with key business development hire

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Lonsec is pleased to announce that Tony Nejasmic will be joining the team as Head of Wealth Management Sales. Due to the rapid expansion of our managed accounts business, coupled with the ongoing growth of our iRate® research platform, Lonsec is expanding its business development function and is excited about having someone with Tony’s credentials […]

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Lonsec Managed Accounts now available on Netwealth

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Lonsec has seen significant growth in its Managed Accounts offering over the last 12 months, as financial advisers increasingly seek an efficient way to implement professionally managed portfolios. This growth is set to be given a further boost with Lonsec’s Managed Account solutions to be made available via the Netwealth platform. As managed accounts gain […]

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Understanding super no longer optional for advisers

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Financial advisers are now able to access investment research, encompassing clients’ whole of life needs, with the announcement by Lonsec of the inclusion of superannuation fund research in its iRate platform. The research is provided by SuperRatings, Lonsec’s specialist superannuation product research team, which has provided in-depth superannuation fund benchmarking and research for over 20 […]

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Lonsec appoints new Executive Director of Sales and Marketing

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Leading research and investment solutions house Lonsec has appointed Rob Hardy to the newly created role of Executive Director of Sales and Marketing. Mr Hardy joins Lonsec after seven years at Clime Asset Management, most recently as Chief Operating Officer, and brings over 30 years of experience in sales, marketing and business leadership across a […]

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Voluntary super contributions ease

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Voluntary superannuation contributions have eased slightly after approaching record highs as super members appeared to take a breather after riding the bull market of recent years. The latest data from superannuation research house SuperRatings reveals the average voluntary contribution over the course of the 2017 financial year was $1,054. This was a 10 percent decline […]

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How does a crisis really affect markets?

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Investors are constantly warned of an impending crisis in financial markets with the resultant damage to asset prices. Yet while a crisis can have a severe impact on markets, investors who avoid herd-like selling can often ride out the slumps. For active and contrarian fund managers, such periods of disruption can also present opportunities. The […]

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Not all income is created equal

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Exchange Traded Funds (ETFs) have become a popular way for investors to gain exposure not only to passive indices but to a range of market factors. Smart beta ETFs, which follow rule-based strategies to provide factor exposure, are increasingly recommended by financial advisers because they provide a relatively cheap and effective way of meeting specific […]

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Legg Mason Western Asset Macro Opportunities Bond Fund upgraded by Lonsec

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Leading research house Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund (Fund) to “Recommended” and has reclassified the Fund to Lonsec’s Growth Alternatives sector, reflecting the economic leverage employed. This successful strategy which offers an absolute return fixed income solution has been available offshore for many years and […]

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Yield curve signals danger ahead

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Bond yields have been moving higher since the start of 2018, with expectations of future Fed tightening and a gradual rise in inflation prompting investors to reassess long-term interest rates. This week, the US 10-year Treasury yield hit 3.00% for the first time since January 2014, in signs that the market is on the path […]

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