Article list

Everything from Lonsec

Private debt ‘evergreen’ funds: How managers are addressing liquidity risk

A new Lonsec insight by Senior Investment Analyst Mike Grdosic examines how Australian ‘evergreen’ private debt funds are managing liquidity risk in an inherently illiquid asset class, outlining the structural,

continue reading

20 Feb 2026

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

23 Mar 2023

FIRST 123 4 5 6...14 LAST

Earn CPD Points

CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]
CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]