Article list

Everything from Lonsec

‘Boutiques with backing’ gain favour in Australian small cap universe

Lonsec’s annual review of the Small Cap Australian Equity Fund sector found that boutiques – or, more accurately, ‘boutiques with backing’ – have continued to gain increased prominence as the

continue reading

19 Apr 2012

Innovation in the Multi-Asset fund sector

Lonsec’s annual review of the Multi-Asset Class Fund sector has found that a number of developments have occurred in this sector over the past 12-18 months. Senior Investment Analyst Deanne

continue reading

05 Apr 2012

Lonsec continues to build its research team

Lonsec has made further appointments to its research team in the past few months, including a specialist quantitative analyst and a senior consultant within the Investment Consulting team. Anh Nguyen

continue reading

02 Dec 2011

A welcome return to Lonsec

Richard Everingham has returned to Lonsec in the newly created role of Manager – Research Strategy. In this role, Richard is charged with developing and implementing a strategic framework for

continue reading

28 Nov 2011

Lonsec considers the drivers for alternative assets positive in current environment

Lonsec’s review of the Alternatives sector encompassed 25 funds across ‘Alternatives – Single Strategy and Alternatives – Multi-Asset/Multi-Manager funds. Five funds attained Lonsec’s highest rating, Highly Recommended – the Fauchier

continue reading

23 Sep 2011

Lonsec: plenty of new entrants to the Australian Concentrated sector

Lonsec’s review of the Australian Equity Concentrated sector encompassed 14 funds that were formally researched and rated, and a number of other prospect funds. Lin Ngin, Senior Investment Analyst responsible

continue reading

31 Aug 2011

Lonsec: Global Emerging Markets have attracted a solid fan base

Lonsec’s review of the Global Emerging Markets sector encompassed a broad spectrum of existing and prospect Funds, leading to a research universe of 26 funds. Following the Lonsec review process,

continue reading

24 Aug 2011

Concentration of managers evident in Lonsec’s 2011 Global Long/Short Sector Review

Lonsec’s review of the Global Equity Long/Short sector encompassed 15 funds now allocated into two categories – Global (11 funds) and regional Asia (four funds). Of these two global products

continue reading

18 Aug 2011

Lonsec releases 2011 Infrastructure Securities Funds Sector Review

Lonsec’s 2011 review of the Infrastructure Securities Funds sector covered eight funds – six global funds, one Australian fund and one hybrid infrastructure fund. Just one fund – the Macquarie

continue reading

08 Aug 2011

Home ownership…still the great Australian dream?

From Thembi Matabiswana - Lonsec

Home ownership is still highly valued in Australia. At an individual level, it is believed to provide benefits such as security, freedom and privacy, as well as a tangible investment

continue reading

05 Aug 2011

FIRST 1...7 8 9 101112 13 14 LAST

Earn CPD Points

CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]