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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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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