Global equities: themes digest

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In undertaking its recent Global Equity Sector Review, Lonsec held over 60 ‘one-on-one’ meetings with fund managers. Most meetings were held onsite, in the global offices of the investment teams

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New roles at Lonsec

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Lonsec is pleased to advise of the promotion of two key employees from the Lonsec business. With immediate effect, Amanda Gillespie has accepted the role of General Manager, Research. In

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Lonsec releases its 2011 Income Funds Sector Review

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Lonsec’s 2011 review of the Income Funds sector spanned both traditional income and alternative income products. Libby Newman, Senior Investment Analyst responsible for this sector commented, “Traditional income funds include

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Destination India

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Financial planners have traditionally gained exposure to emerging market economies for their clients via global equity funds or through discrete emerging market funds. Lonsec has noted a significant trend in

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Lonsec releases its Australian Equity Long/Short Sector Review

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Lonsec’s review of the Australian Equity Long/Short sector encompassed 12 funds across a diverse range of products,  which Lonsec has broadly categorised as either ‘beta 1’ or ‘variable beta’. Lin

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Lonsec releases its Global Equity Fund Sector Review

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Lonsec’s latest Global Equity Fund Sector Review included 36 large cap and three small cap funds. x Of these, nine large cap funds attained Lonsec’s top rating, Highly Recommended, including

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New appointment for Lonsec’s Equity Research team

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As a result of growth in demand for specialised equity research, Lonsec has added another resource to its Equity Research team. x Nicholas Yaxley joined Lonsec in March 2011 to focus

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Lonsec releases its Small Cap Australian Equity Sector Review

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Lonsec’s review of the Large Cap Australian Equity Fund sector encompassed 36 active funds across traditional small cap, mid cap and micro cap funds. Lin Ngin, Senior Investment Analyst responsible

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Lonsec releases its Large Cap Australian Equity Sector Review

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Lonsec’s review of the Large Cap Australian Equity Fund sector encompassed 36 active funds within the peer group considered “mainstream” funds. Of these, 10 attained Lonsec’s top rating, Highly Recommended,

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White Paper: How important is Currency?

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Currency Background Currency markets are one of the largest and most liquid in the world. Economic variables like interest rates, economic growth, inflation and productivity are some of the drivers

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