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.

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...

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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...

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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...

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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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