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.

Monthly Hybrids / Listed Income Report – December 2020

The Hybrids / Listed Income investments monthly yield report is now available for December 2020. This report includes the ...

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Lonsec Investment Solutions – Market Update December 2020

Markets seem to have taken a sigh of relief post the US election result with risk assets seemingly returning to their upwa...

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US business cycle still strong, and the forward model agrees

A major macro indicator that global financial markets analyse each month is the ISM Manufacturing Purchasing Managers Inde...

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Macro in a Minute: Dr Copper is flying, confirming the reflation outlook

The price of copper is often referred to as “Dr Copper”, due to it’s apparent ability to confirm and predict the hea...

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ETF Research Updates: ETHI, HETH, FAIR

01/12/2020 BetaShares Global Sustainability Leaders ETF Recommendation Change: — / ASX Code: ETHI Lonsec has ...

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Company Updates: CIM, MQG, DOW, Z1P, CKF, AUB, TWE, STO

07/12/2020 Cimic Group Limited (CIM) on Friday announced that UGL was awarded several contracts in the utilities sector wo...

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November up big, vol moving lower, but bonds odd man out

As the month wraps up, its been one of the best Novembers on record for stock market investors. More importantly however, ...

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Investment Ideas: Fisher & Paykel Healthcare (FPH)

Fisher & Paykel Healthcare Corporation Ltd (FPH) is a NZ based designer, manufacturer and marketer of products and sys...

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ETF Research Updates: IHD, ISO, GCI, MVOL, AUMF

30/11/2020 iShares S&P/ASX Dividend Opportunitites ETF Recommendation Change: ▲ / ASX Code: IHD Lonsec ha...

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