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.

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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Changes to Diversified Listed Model Portfolios

Lonsec’s Listed Diversified Model Portfolios have been reviewed, and we have made the following changes to the portf...

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The US finally gets it done, and is the market over-valued here?

After what has seemed like an eternity, the US Congress has reportedly finally come to an agreement on the next leg of fis...

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Company Updates: BAP, Z1P, SSM, NAB, MSB, DOW, ALU, APE

18/12/2020 Bapcor Limited (BAP) provided a trading update yesterday with group revenue growth of ~26% for the five months ...

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ETF Research Updates: ICOR, IYLD, IHOO, IAA, IXI, IOO, IXJ, GLIN, RENT

16/12/2020 iShares Core Corporate Bond ETF Recommendation Change: New / ASX Code: ICOR Lonsec has provided the ...

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Investment Ideas (Fixed Income): Ardea Real Outcome Fund

With interest rates at historic lows (the RBA official rate is a mere 0.1%) the ability to extract a decent return from tr...

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ETF Research Updates: QCB, QAG

11/12/2020 BetaShares Commodities Basket ETF — Currency Hedged (Synthetic) Recommendation Change: Closed , Wind...

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Company Updates: CSL, APE, APX, LNK, HLS, CLW, GEM, ABP, MTS, STO

14/12/2020 CSL Limited (CSL) announced on Friday that the development of its COVID-19 vaccine with the University of Queen...

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Month in Review

Month in Review takes a snapshot and provides commentary on what happened in the month of November. This includes: Perfor...

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