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.

Insights from the August 2021 Company Reporting Season

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market foll...

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Month in Review for August 2021

The monthly summary of global markets, movements, and recent data (Month in Review – July 2021) is now available. It pro...

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Chart of the Week: is the ASX200 PE ratio really elevated or not?

A common thing you see written out there in the financial press is how highly elevated the PE  ratio (price earnings rati...

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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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Chart of the Week: an inflection point for the Aussie dollar

In this week’s Chart of the Week, we look at the outlook for the Aussie dollar by plotting the AUD/USD currency cros...

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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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Chart of the Week: the Chinese tech sector crash

You may have seen some headlines in the financial media this year regarding the Chinese crackdown on tech companies in Chi...

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Chart of the Week: Banks vs their forward model

Back in May we published an article on Bank valuations, and introduced a multi-factor macro model that had done a pretty g...

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