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.

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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ETF & LIC Updates: PIA, OPH, NBI

Pengana International Equities Limited Recommendation Change: ▲ / ASX Code: PIA Lonsec has assigned the Company a ...

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Company Updates: TNE, UMG, MTS, WEB, HVN, IVC, CWN

06/09/2021 Technology One Limited (TNE) announced on Friday it has entered into an agreement to acquire Scientia Resource ...

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Change to Diversified Listed Model Portfolios

A change has been made to the Diversified Listed Model Portfolios. This change has been implemented with the aim of mainta...

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Monthly Hybrids / Listed Income Report

The Hybrids / Listed Income investments monthly yield report is now available for September 2021. This report includes the...

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Macquarie Bank Capital Notes 3: MBLPD

Macquarie Bank Capital Notes (MBLPD) have been given an initial rating by Lonsec. Macquarie Bank Capital Notes 3 (MBLPD) p...

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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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ETF & LIC Updates: DJW, AFI, AMH, MIR, BNDS, TACT

Djerriwarrh Investments Limited Recommendation Change: — / ASX Code: DJW Lonsec has maintained the Company’s ’Re...

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