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.

Latest Corporate Actions Journal

Lonsec’s latest Corporate Actions Journal has been added. It includes information and corporate action recommendations o...

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Monthly Hybrids / Listed Income Report – October

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

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Macro in a minute: China leading the way with growth

As the world comes out of COVID (notwithstanding the continual flare ups in some parts of the world), it seems clear that ...

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Macro Strategy: US election drama & interest rate cuts

In last week’s Macro Strategy commentary, we alluded to the fact that some trends had changed, there appeared real indec...

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Company Updates: STO, CTD, BOQ, RSG, CIM, A2M, PMV, WBC, BKW

01/10/2020 Santos Limited (STO) announced yesterday that its IPC Narrabri Gas Project has been approved by the NSW Indepen...

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Update & outlook for global listed property

After a strong 2019, Global Listed Property looked set to continue its strong performance into 2020. However, the COVID-19...

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Increase in SMSF membership to 6: Bill introduced to Parliament

A bill to increase the maximum number of members that a SMSF (or small APRA fund) can have from 4 to 6 has been introduced...

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Macro Strategy: Trends have changed + economic regime change?

There is no getting around it at the moment – whether you are a professional money manager, or a DIY investor, its just ...

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Company Updates: NUF, SKC, TAH, MFG, HVN, SBM, SYD, URW, SEK, SPK

24/09/2020 Nufarm Limited (NUF) yesterday reported FY20 revenue of $2.85 billion, up 6.5% on FY19, whilst underlying EBIT ...

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