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.
Strategic Multi-Asset Indices
Lonsec Research has made its new Strategic Multi-Asset Indices available through iRate, providing a more effective and transparent way for users to benchmark multi-asset fund performance. Based on Lonsec Investment Consulting’s own Strategic Asset Allocation weights, the new indices provide a practical and intuitive approach to multi-asset performance benchmarking. Read more
Alternatives Sector Review
Despite recent underperformance, hedge funds and other alternatives are still seen by investors as valuable additions to their portfolios. According Lonsec Research’s recently released Alternatives Sector Review, clients still value the diversification benefit that alternatives provide, reflected in an upward tick in investor interest over the past two years. Read more
Listed Investment Companies (LICs) are nothing new – some are among the oldest companies on the Australian Stock Exchange. But even today, the market’s appreciation for the LIC appears to be growing among retail and professional investors alike. Join Peter Green, General Manager of Equities, as he takes us through the key developments in the LIC sector. Click here to listen
February Investment Outlook Report
Lonsec examines the continuing improvement in economic data both in Australia and abroad, as well the generally positive market conditions, which have been reinforced by elevated levels of confidence. While the market pulled back in January following the bullish end to 2016, momentum appears to be holding firm, while the ‘Trump factor’ still remains critical. Subscribe
Weighing the Fixed Income Sector
Libby Newman, General Manager of Fixed Interest and Multi-Asset, and Jude McDonnell, Senior Analyst, take a look at how bond managers are positioned heading into 2017, while assessing emerging trends in products and markets. While fixed income markets may be signalling the end of the easing cycle, there are a host of factors that investors must take into account.
Transforming the Way We Invest
What is often characterised as a niche sector in the world of managed funds is becoming increasingly powerful as well as popular. Senior Analyst Steve Sweeney explains how growing awareness of environmental, social and governance (ESG) factors are transforming the way we invest.
Global Equities Sector Review
Join Senior Analyst Rui Fernandes as he takes us through the major themes shaping global equities. Brexit has been a defining event for equities markets, but how have fund managers been dealing with the fallout? How is product innovation creating a more transparent environment and what does it mean for the sheltered world of active management? Tune in to LonsecTV to find out.