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Everything from Lonsec

Structural shift to fundamentally alter the provision of advice to retirees

Specialist investment research house Lonsec, and global actuarial and consulting firm Milliman, believe strong catalysts and structural trends have emerged that will fundamentally alter the provision of financial advice to

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01 Nov 2012

Lonsec expands research team with senior appointments

Following its recent “Research House of the Year 2012” award, Lonsec has made a number of senior appointments across its research business. David Erdonmez has been appointed General Manager –

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07 Sep 2012

Lonsec global emerging markets review

Emerging market investors have endured a rocky ride over the last 12 months. For those true believers in the merits of an expanding emerging markets allocation, the unpleasant view of

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22 Aug 2012

Lonsec awards ‘Recommended’ rating to LHP Diversified Investments Fund

Ratings house Lonsec has awarded a ‘Recommended’ rating to the LHP Diversified Investments Fund. The fund is distributed by Certitude Global Investments to the Australian market. The ‘Recommended’ rating indicates

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27 Jul 2012

Lonsec powered by Financial Express

Lonsec is pleased to announce that it has partnered with Financial Express (FE) to acquire high quality financial data, analytical tools and ongoing data services. The establishment of this association

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27 Jul 2012

Lonsec’s 2012 Infrastructure Securities Sector Review

Lonsec’s 2012 Infrastructure Securities Sector Review encompassed one Australian and six global infrastructure securities funds, as well as one hybrid infrastructure fund. “Our increased conviction in management teams has resulted

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06 Jul 2012

Lonsec changes research process for index funds

Lonsec will now rate index funds – including index managed funds and index-based Exchange Traded Funds – using a separate research process from that used to assess actively managed funds.

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04 Jun 2012

Continued evolution in the Equity Income fund sector

Lonsec’s annual review of the Equity Income sector has found that there has been a continued evolution of strategies to deliver income from equities. Senior Investment Analyst Lin Ngin commented,

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24 May 2012

Groundhog day?

The Australian market retreated 15% in mid-2010 and 20% in mid-2011, predominantly on European issues. So far the Australian market is down 9% in May. Is this a case of

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24 May 2012

Australian equity market preparing for lift off

From Bill Keenan - Lonsec

Lonsec’s Head of Equity Research, Bill Keenan, believes the Australian equity market is ready to rebound. “Lonsec has had a target of 5,000 for the All Ordinaries Index by the

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03 May 2012

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