Going beyond

We combine profound business intelligence with investment expertise that adds real value to the decisions made by Australia’s financial professionals; always with the prosperity of investors in mind.

Beyond the data, beyond mere numbers, Lonsec has played its role in the dynamic wealth creation sector for over 20 years, offering precise insights that trigger action and investment strategies that drive others forward.

We do this by making the complex clear and by connecting people to the best tools, technology and investment information possible.

Latest initiatives

Lonsec Investment Solutions

Lonsec Investment Solutions draws on the extensive analysis and portfolio expertise of Lonsec Research to provide financial advisers with sophisticated model portfolio solutions for better investment outcomes. Unlock the power of Lonsec’s portfolio insights across a range of listed and unlisted investments, including efficient implementation and rigorous governance processes. Read More

iRate offers new approach to Equity Research

Lonsec has launched an innovative Equities Research offering, available through the iRate research platform, which will provide advisers with targeted investment insights and direct access to research analysts. Research is conducted by Lonsec’s equities and model portfolio team, providing retail focused research across the ASX 200 index. Please call Client Services for more information on (03) 9623 6300.

Lonsec Radio

Are unconstrained bond funds a passing fad or do they offer real value for investors? Hear from Libby Newman, General Manager of Income and Multi Asset research, on the unconstrained sector’s performance and prospects in the first of Lonsec Radio’s podcast interview series for 2016.
Click here to listen

Batten Down the Hatches: March QO and II released

As long as the downturn continues in China the risk of a more serious downturn in the Australian economy remains. To date, however, the Australian economy has managed to avoid a significant slowing largely due to lower interest rates and the strength in the housing and related sectors. There continues to be some value in the Australian equity market, but the largest sectors on the ASX are still facing strong headwinds.Read more

If it isn't broken, don't fix it... Right?

Not necessarily; it depends on your definition of ‘broken’…The system governing financial product advice for Australians has been subjected to a lengthy and bruising Global Financial Crisis (GFC) post mortem. Government legislated ‘against’ financial planners, the Senate hauled ASIC in for questioning, ASIC reviewed research houses, and financial planners targeted financial product issuers and research houses to take on more responsibility for consumer outcomes.

So surely seven years of reviews, recommendations and legislative changes has led to substantial improvements? In some areas yes, but generally no. Dissatisfaction with the status quo remains high and it’s hard to argue that consumers are now more widely or better advised, more financially literate or better protected, when it comes to using financial products. The system may not be broken, but it still needs fixing…and the answer lies in industry ‘stepping up’ to embrace co-regulation…

Watch Lonsec Fiscal Holdings CEO, Amanda Gillespie, and Lonsec Research’s General Manager of Strategy & Development, Richard Everingham, discuss overall conclusions and next steps within our video series, It’s Time to Co-regulate the Financial Product Advice Chain. In this episode Amanda and Richard discuss what it will take to move from ideas to action in order to create a co-regulatory structure that will drive better investment outcomes for consumers.

The video is available for viewing here

Lonsec Monthly Market Update

A five minute monthly market update covering global and domestic economic outlook, a market wrap and the key risks to look out for.

Presented by Bill Keenan, GM Equities Research

The full presentation is available to Lonsec research subscribers in the Quicklinks panel. To enquire about subscribing, please call Lonsec Client Services on (03) 9623 6300.

Small Caps Sector Review

Sector Reviews wrap up a year of incisive analysis, opinion and insight. Participating fund managers’ capabilities are assessed. Their particular strengths and weaknesses are identified, and we interpret how these relate to their ability to add value to their investment products. Sector themes and trends are highlighted. Products within the peer group are compared. Throughout the year our analysts tirelessly dig deep, interrogate and understand. Their findings are in our Sector Reviews, adding real value to our subscribers’ advice.

Following the release of Lonsec’s 2015 Small Caps Review, Peter Green, General Manager of Equities talks with Senior Investment Analyst, Shailesh Jain about key factors influencing performance as well as touching on some new strategies added to sector coverage.

Recent Activity

Funds Rush to Gain Multi-Asset Edge

by Gordon Toy
April 27th 2016

Lonsec releases Multi-Asset Sector Review.

Income Shares Trip Up Investors

by Gordon Toy
April 20th 2016

Lonsec releases Australian Equities Sector Review.

Income Investing Isn’t a Free Lunch

by Lonsec Research
April 14th 2016

It’s easy to see how the income investing approach appeals to equity investors – simply pick the safe shares that provide a solid stream of fully franked dividends and forget about share price volatility. However, as recent performance shows, this is not always an optimal or even safer way to invest.