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Lonsec reveals key market trends: Growth softens while small caps surge

Lonsec has released new analysis of Australian equity market performance over the 2025 calendar year, highlighting a challenging period for growth strategies, strong dispersion among active managers, and renewed momentum

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13 Feb 2026

Elevating standards in Australia’s private credit sector – ASIC REP 814

Private credit has emerged as one of the fastest-growing segments of Australia’s capital markets, now estimated at around A$200 billion. Its rise reflects a pullback in traditional bank lending and

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23 Oct 2025

Lonsec Research and Ratings appoints Anna Schofield as Head of Sales

Lonsec Research and Ratings is pleased to announce the appointment of Anna Schofield as Head of Sales, effective 15 October 2025. Schofield brings over 25 years of experience working in

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17 Oct 2025

Lonsec Group businesses realigned and poised for further growth

The Lonsec Group (Lonsec) has announced a strategic realignment of its businesses as it continues to strengthen it capabilities and prepare for future growth. This follows the announcement by parent

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11 Feb 2025

Lonsec Holdings fully acquired by Generation Development Group Limited

Lonsec Holdings (Lonsec) is poised to further enhance its position as the pre-eminent provider of investment research, product ratings and managed account solutions as it announces today that its largest

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04 Jun 2024

Lonsec appoints new Chief Investment Officer and Executive Director

Lonsec Holdings has announced the key strategic appointment of Nathan Lim as Chief Investment Officer and Executive Director, Lonsec Investment Solutions, Lonsec’s fast growing investments division. Nathan joins from Morgan

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11 Aug 2023

Lonsec appoints Executive Director Adviser Sales and Service

Lonsec Holdings has announced the key strategic appointment of Marc Hraiki to the newly created position of Executive Director Adviser Sales and Service. The appointment follows the acquisition of Implemented

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21 Apr 2023

Lonsec announces changes to its Investment Solutions business

Lonsec Holdings has announced that Lukasz de Pourbaix, Executive Director, Lonsec Investment Solutions and Chief Investment Officer (CIO) will be departing Lonsec to pursue an exciting opportunity with a global

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17 Apr 2023

Lonsec launches Listed Managed Portfolios within IPL’s IMA service

Lonsec Holdings has announced the integration of its Lonsec Investment Solutions (LIS) and Implemented Portfolios (IPL) managed account solutions to offer advisers and their clients a broader suite of investment

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23 Mar 2023

Lonsec appointed exclusive research partner for InterPrac Financial Planning

Lonsec Holdings has announced its partnership with InterPrac Financial Planning. Lonsec has been appointed the mandated research provider for InterPrac and has commenced a bespoke onboarding program for all advisers

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20 Mar 2023

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]