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.

Company Updates: BGA, NXT, A2M, WOW, WTC, NEC, KGN, MND, NHF, CHC

30/08/2021 Bega Cheese Limited (BGA) announced FY21 results on Friday with FY21 revenue growth of 39% on the pcp to $2,073...

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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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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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Company Updates: TPG, ING, ORA, TWE, AMC, TAH, BRG, MFG, JBH, LLC

23/08/2021 TPG Telecom Limited (TPG) announced its 1H21 results on Friday with pro-forma revenue of $2.71 billion down 3% ...

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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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ETF & LIC Updates: MLT, IESG, IWLD, IHWL

Milton Corporation Limited Recommendation Change: Fund Watch / ASX Code: MLT Lonsec has placed MLT on ’Fund Watch’...

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Company Updates: PBH, CAR, GMG, MGR, CBA, MIN, CGF, JHX, SUN, TCL

16/08/2021 Pointsbet Holdings Limited (PBH) announced on Friday that it has received regulatory approval from the West Vir...

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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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