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

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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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Latest data from Lonsec suggests the value rotation well underway

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After a decade of low inflation, anaemic wages growth and falling bond yields, the perceived wisdom of markets had been that value stocks will continue to underperform compared to growth

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Thematic ETFs driving further growth in ETF market

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Since launching in 2001, ETFs have grown in popularity with Australian investors due to the ease of access, the lower cost compared to actively managed funds and their tracking of

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Lonsec fills expanded research role to meet growth

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Lonsec has made a key appointment within its investment research team to bolster its capabilities within the fund manager research space. Peter Green has been appointed Sector Manager, Australian Equities,

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Income shares trip up investors

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Australian equity fund managers with an income objective have delivered below-market returns in recent years, providing a cautionary tale to investors planning for retirement. Lonsec’s Australian Equities Sector Review, released

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Surge in direct investment activity

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Investors are increasingly “doing it for themselves” as the popularity of direct investing continues to increase through the growth of self-managed superannuation funds. The latest analysis by research house Lonsec

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Lonsec Active Funds outperform and the passive v active debate

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Lonsec Releases Aussie Equities Sector Review The latest review of Australian equities by research house and ratings company Lonsec has found its actively managed funds have clearly outperformed index funds

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Lonsec flags risks in stellar A-REITs sector

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Lonsec publishes its 2014 Australian Listed Property Securities (A-REIT) Sector Review Leading research house Lonsec has warned investors to stay alert for structural risks in Australian REITs as the sector

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Australian listed property securities funds – the year of absolute recovery

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Investment research house Lonsec Research Pty Ltd (Lonsec) said Australian listed property securities funds have seen a strong recovery in performance across the Lonsec peer group over the last 12

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