Latest Commentary, Ideas & Updates

Find the latest commentary, investment 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.

Update & outlook for global listed property

After a strong 2019, Global Listed Property looked set to continue its strong performance into 2020. However, the COVID-19...

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Increase in SMSF membership to 6: Bill introduced to Parliament

A bill to increase the maximum number of members that a SMSF (or small APRA fund) can have from 4 to 6 has been introduced...

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Macro Strategy: Trends have changed + economic regime change?

There is no getting around it at the moment – whether you are a professional money manager, or a DIY investor, its just ...

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How to set your Strategic Asset Allocation during a crisis

By Lukasz de Pourbaix – Chief Investment Officer. Lonsec Investment Solutions Strategic asset allocation (SAA) is a ...

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Video: Reporting Season Update: August 2020

Unsurprisingly the impact of COVID-9 was the main discussion point during this August reporting season, with many companie...

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Macro Strategy Update: Equity markets at critical short term levels, volatility and the machine

The past week for SMSF and DIY investors was akin to a dodo bird sighting – a correction in big tech shares – somethin...

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An unusual culprit driving this recent volatility

Last night saw the S&P 500 fall -2.8%, and the Nasdaq fall almost -5%, in what was a rude awakening to any market newc...

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3 questions you must ask when selecting an ETF

As the ETF market expands, Australian investors are able to take advantage of new investment product innovations, implemen...

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Spotlight on top-returning ETFs

After the harrowing lows of March, markets have rebounded strongly, and some sectors have delivered spectacular results. U...

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