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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The death of the conglomerate

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Wesfarmers (ASX: WES) surprised the market in March 2018 by announcing its intention to demerge the Coles supermarket business from its portfolio. This reverses the original decision made in July 2007 to acquire Coles for $22 billion in what was then the largest takeover in Australia. For many years, WES was a shining example of […]

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New Lonsec Group CEO and New Director

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Lonsec is pleased to advise that Charlie Haynes has been appointed as the new Group Chief Executive Officer of Lonsec Holdings. Charlie has a long and distinguished career in the consulting and finance industries. At the same time, the Board announced that Ian Knox has accepted their offer for him to join the Lonsec Holdings […]

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Lonsec Research to power Synchron’s financial advice

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Lonsec Research has partnered with Synchron to provide investment research and consulting services to Australia’s largest non-institutionally owned financial advice group. Synchron’s financial advisers will harness investment product research, market insights, and portfolio construction tools via Lonsec Research’s leading iRate platform, adding to Synchron’s financial advice capability. “We are incredibly excited to be working with […]

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Bringing together the greatest minds in retirement

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Lonsec Research is excited to announce the inclusion of Challenger as a new member of the Lonsec Retire Industry Panel, joining existing members AB, BT, Invesco Australia, Investors Mutual Limited, Plato, and State Street Global Advisers. The purpose of the Industry Panel is to bring together the leading experts of the retirement industry to provide […]

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Lonsec rates recently launched Sestante Australian Small Companies Fund “Recommended”

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As part of its broader asset management strategy AZ Sestante has launched the Sestante Australian Small Companies Fund (the Fund) on 1 March 2017, in conjunction with fellow Azimut subsidiary Sigma Funds Management (Sigma). Sigma will act as the investment manager for the fund with AZ Sestante as responsible entity. The fund is managed by […]

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Socially responsible investing – key to future growth

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Lonsec Research has intensified its focus on the Environmental, Social and Governance (ESG) and Socially Responsible Investing (SRI) sectors, establishing dedicated investment product coverage and analysis within the rapidly growing space. Lonsec has provided research coverage on the SRI and emerging markets sectors for a number of years, and the increased focus recognises the growth […]

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Adapting to the New World of Financial Advice

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Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives. Integrating with iRate’s portfolio construction tool, this feature represents the next evolutionary step in financial product research, allowing users to tailor their research and investment solutions based on specific investment goals and […]

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Investors see Alternatives as key diversifier

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Lonsec Research Releases Alternatives Sector Review According to Lonsec Research’s recently released Alternatives Sector Review, alternative funds have significantly underperformed both equity and bond benchmarks over the last five years, with fees and a poor macro environment weighing on returns. But despite this underperformance, alternatives are still seen by investors as a valuable addition to […]

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Lonsec award winners bring new thinking to wealth sector

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Lonsec last night announced the winners of the annual Lonsec Awards, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector. Altius Asset Management was awarded the Lonsec Innovation Awards for its Altius Sustainable Bond Fund, and Fidelity International took home the Lonsec Rising Star Award for […]

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