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.

Macro in a minute: ISM still strong, prices ripping higher

The latest ISM Manufacturing Purchasing Managers Index (PMI) has been released for the US. As regular readers would know, ...

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Global Property: Quarterly Update

Global listed property securities were hit hard in 2020, with developed market listed property (ex-Australia) down -13.6% ...

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Investment Ideas: Australian Ethical Australian Shares Fund

One of The SMSF Investor’s key points of differentiation with other investment newsletters and websites is Lonsec’s de...

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Portfolio implementation matters more than you might think

Efficient portfolio implementation is sometimes overlooked as a ‘nice-to-have’ rather than something that adds value t...

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Lonsec Investment Solutions – Market Update December 2020

Markets seem to have taken a sigh of relief post the US election result with risk assets seemingly returning to their upwa...

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Macro in a Minute: Dr Copper is flying, confirming the reflation outlook

The price of copper is often referred to as “Dr Copper”, due to it’s apparent ability to confirm and predict the hea...

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The market recovery vs the COVID tug-of-war

The last couple of weeks have featured plenty of good news for risk assets. Whilst the reduction in political uncertainty ...

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Macro in a Minute: China recovery continues to put COVID in the rear view

The latest high frequency data out of China this week has confirmed  that China’s economic recovery remains on track. R...

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Weighing COVID-19’s mixed impact on global infrastructure securities

During the September 2020 quarter global infrastructure securities (+0.8% in AUD hedged terms) saw early gains almost nega...

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