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.

Weekly Global Macro Summary

The following is a summary of the global macro narratives, data, and developments that matter to investors from the past w...

Sign up or login to read

Model Portfolio Change – Hybrids

Lonsec Investment Solutions has implemented a change in the Hybrids / Listed Income Model Portfolio. In this review, Lonse...

Sign up or login to read

Month in Review for May 2022

The monthly summary of global markets, movements, and recent data (Month in Review for May 2022) is now available. It prov...

Sign up or login to read

Company Updates: ARF, CWY, ALX, SGM, IGO, TAH, NAB

10/06/2022 Arena REIT (ARF) revealed yesterday its portfolio valuation program resulted in a ~$102m net revaluation uplift...

Read article

Chart of the Week: Sentiment vs Positioning

Historically, there has been a clear correlation between Consumer Sentiment in the US, and their allocation to shares. In ...

Sign up or login to read

Weekly Global Macro Summary

Published Monday 13/06/2022 The following is a summary of the global macro narratives, data, and developments that matter ...

Sign up or login to read

Changes to Diversified Listed Model Portfolios

The Lonsec Asset Allocation Investment Committee held an interim meeting in May to discuss the evolving economic environme...

Sign up or login to read

Monthly Hybrids / Listed Income report – June 2022

The Hybrids / Listed Income investments monthly yield report is now available for June 2022. This report includes the key ...

Sign up or login to read

Chart of the Week: next risk focus is Corporate Profits

As we have been alluding to recently, part of the downshift in equity market valuations this year (particularly in the US ...

Sign up or login to read