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.

Reporting season video update : 24 -28 Feb 2020

The coronavirus has had a major impact on equity markets in the past few days, and the uncertainty surrounding looks set t...

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Reporting season video update 17-21 Feb 2020

The strength of equity markets during 2019 and the start of 2020 saw an increase in valuation premiums in the market resul...

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NABPG – New NAB Capital Notes

NAB have issued a new hybrid security – NAB Capital Notes 4. Lonsec have issued an initial approved rating, and have...

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Coronavirus outbreak and market impact

The outbreak of the coronavirus in over 28 countries has sent shockwaves through global financial markets over the past fo...

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Hybrids / listed income yield report – February

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

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Macro Update – The USA

The United States and China signed the Phase One trade deal on January 15, an agreement whereby the US will not lift tarif...

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Macro Update – Australia

Following a very strong performance in 2019 the Australian equity market has started 2020 in the same manner. One would or...

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SMSF Trustee update – Bushfires + early release warning

Bushfire support for SMSFs: The ATO has just released an update for any SMSFs that were in what they call a “bushfir...

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Changes to Core Model Shares Portfolio

Lonsec have made a change to their Core model share portfolio, with the removal of one company, and replacing it with anot...

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