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.

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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Investment Ideas: a global infrastructure fund for income focussed investors

Infrastructure can deliver a number of benefits to diversified investment portfolios. It offers a reasonable level of long...

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Gold trending higher and what’s driving it

Gold is one of those assets that has a lot of misinformation around it. It gets promoted by some as something to be held w...

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Investment Ideas: Downer EDI Ltd (DOW)

Downer EDI Ltd (DOW) is currently undergoing a major business restructure, selling off several non-core assets to become a...

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Investment Ideas: Endeavour Group Ltd (EDV)

Endeavour Group (EDV) is the leading retail drinks and hospitality business in Australia operating across two main brands,...

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Investment Ideas in Fixed Interest

Following on from our recent Fixed Income Review that was published for members, let’s have a look at some investment id...

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Is there value left in banks, healthcare update, and a forward look at financials

About a month ago, we highlighted here an opportunity that was emerging in the healthcare sector, which had been going in ...

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Beware the base effects when looking at data & performance figures right now

As economic data continues to come in red hot across a wide range of metrics, companies report very strong earnings growth...

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An opportunity in Healthcare? Follow the process.

Exposure to the Healthcare sector is a long running theme with investors for the past decade, with it’s ever growing im...

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