Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

The Fed accelerates tapering and signals rate hikes – what it means for investors

As our members and regular readers would know, we are NOT a financial news site, and do not write endless articles on ever...

Read article

The ins and outs of private debt

What is Private Debt? Private debt, similar to public debt is an advance of money to a borrower with obligations to make i...

Read article

Fixed Income Update

Lonsec has recently completed it’s Fixed Income managed funds sector review, where Lonsec goes into a detailed assessmen...

Read article

Sustainable Investing: on the road to net zero by 2050

Across the financial services industry there are a number of key themes that are ongoing and emerging, including regulator...

Read article

Quarterly Update Video: Lonsec Listed Model Portfolios

The positive market momentum came to an end in September, ending an impressive 11-month run of gains, with the S&P/ASX...

Read article

Insights Video – Q3 2021 Market Overview Positioning Update

Chief Investment Officer of Lonsec Investment Solutions (which runs Lonsec’s managed and model portfolios), Lukasz d...

Read article

Explaining the new “Design & Distribution” obligations

As part of the ongoing reforms taking place in the financial services industry, the Design & Distribution Obligations ...

Read article

Global Equities Sector Review – Themes and Observations

Lonsec has recently completed its Global Equities Sector Review, where a rating/recommendation has been ascribed to each f...

Read article

Increase in frauds and fake schemes targeting SMSFs

The ATO have recently released a warning to SMSFs (and this applies to any individual investor regardless of ownership str...

Read article