Latest Commentary, Ideas & Updates

Find the latest commentary, investment 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.

Managed Accounts Portfolio Positioning Update

Lonsec’s Current Positioning Slight underweight to risk assets, in particular Australian and Global equities, with a vi...

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Macro in a Minute: the most important metric so far

As the data has been coming through in the past month where the first full effects of the COVID-19 disruptions to business...

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Hybrids and COVID-19 Volatility

The Listed Income universe has not been immune to the recent market volatility that has engulfed global financial markets ...

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Early access to Super – COVID-19 temporary measures

Temporary early access to superannuation As part of its response to the COVID-19 situation and the significant number of w...

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Consumer sectors hit hardest by COVID-19

Household consumption accounts for 56% of Australia’s GDP, making it the main engine of growth for the economy. When hou...

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The Fed’s bazooka as the data collapse begins

Key points: US Fed brings out the bazooka with a huge intervention going further than ever before Philly Fed business out...

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Changes to Core Model Shares Portfolio

The COVID-19 outbreak has triggered a significant sell off in markets and a spike in volatility across both equity and cre...

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Comprehensive Market Review of COVID-19 Pandemic

This paper is designed to provide a snapshot of how asset classes and products are performing during these trying times. T...

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Reductions to minimum pensions and deeming rates

Minimum Pensions As part of the the Government’s response to the COVID-19 situation, they have announced changes to ...

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