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.

Explaining the new “Design & Distribution” obligations

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

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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...

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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...

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Chart of the Week: peak cycle PMIs

The Markit flash PMIs came out this past week and it was not pretty for Australia (top two charts below). The drop in the ...

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Strategy: a new phase for this ever-rising market

Global stock markets have continued to climb the wall-of-worry, despite the “triple tops” narrative that the r...

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Tackling Climate Change in the Lonsec Sustainable Managed Portfolios

The recently released Intergovernmental Panel on Climate Change (IPCC) Report made for sobering reading. Based on the most...

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ESG – more than a style classification

In 2020 Lonsec introduced ESG assessment scores for all its managed fund reviews. More than just a simple style classifica...

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Global Infrastructure Sector Update

For both income focussed investors and those preferring a diversified portfolio across various assets classes, infrastruct...

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Lonsec TV – Quarterly Update – Lonsec Listed Managed Portfolios

The positive market momentum continued over the June quarter, leading to historical returns over the financial year, with ...

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