Our news

Infrastructure Fund Performance Reveals Sector’s Hidden Diversity

by Gordon Toy
November 23rd 2016
News

The classic challenge for the listed infrastructure sector has always been the lack of a commonly accepted benchmark, but market conditions over the past year have highlighted just how diverse the asset class is.

Lonsec Wins Rating House of the Year 2016

by Lonsec Research
November 21st 2016
News

Lonsec Research Wins Rating House of the Year 2016

Investors See Alternatives as Key Diversifier

by Gordon Toy
November 2nd 2016
News

Despite recent underperformance, alternatives are still seen by investors as a valuable addition to their portfolios, particularly in terms of providing diversification benefit, with client interest ticking upwards over the past two years.

Lonsec Award Winners Bring New Thinking to Wealth Sector

by Lonsec
October 20th 2016
News

Lonsec Award Winners Announced

Australian Funds Embrace ESG More Than Global Peers

by Gordon Toy
October 4th 2016
News

Lonsec Research has found many Australian equity fund managers tend to rank higher than their global peers when it comes to incorporating environmental, social and governance (ESG) factors in their investment decision.

Global Exposure Needed to Meet Investment Objectives

by Gordon Toy
September 28th 2016
News

In its recent Strategic Asset Allocation Review, Lonsec made downward revisions to long-term expected returns across most asset classes, including a reduction in the expected performance of Australian equities. This led to a shift in Lonsec’s strategic asset allocation weights for its traditional balanced risk profile, with the majority of the recommended equity allocation now tilted towards global shares.

Lonsec Awards 2016 Nominees Announced

by Gordon Toy
September 26th 2016
News

Lonsec has announced the finalists for the Lonsec Awards 2016, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector.

Global Equity Products Surge as Investors Seek Returns Offshore

by Gordon Toy
September 13th 2016
News

Global equity fund managers are bringing more and more new products to the market, as investor demand for global exposure and a range of different strategies continues to grow.

Day of Confrontation 2016

by Lonsec
September 9th 2016
News

This year’s Day of Confrontation looks beyond pure economics to understand the driving forces of change in a global society. Old business models are being overturned, and consumers are harnessing technology to win more power, choice and economic freedom. But how real is this freedom? How do we explain the growing political discontent around the world?

Closet Indexers Beware

by Lonsec Research
August 30th 2016
News

With the rise of smart beta and cheap factor exposure, investors are beginning to question the value of high-cost active funds, especially those with low levels of ‘activeness’. And they aren’t the only ones. Regulators are also taking a keen interest in how active funds sell themselves, in an attempt to combat the phenomenon known as ‘closet indexing’.

Investors Pass Up A-REITs Despite Outperformance

by Gordon Toy
August 24th 2016
News

Australian Real Estate Investment Trusts (A-REITs) have failed to attract the same level of investor interest as other asset classes, despite a run of outperformance that stands in stark contrast to recent negative returns from Australian and global shares.

Where's Our Plan B?

by Lonsec
August 18th 2016
News

The Honourable Bob Carr has been announced as keynote speaker for this year's Day of Confrontation

Next Gen iRate to Power Financial Advice Industry

by Gordon Toy
August 10th 2016
News

Lonsec Research has now launched the next generation of its market-leading iRate platform, providing financial advisers with a powerful array of new tools and capabilities to drive their investment analysis.

What Happens if I Live Too Long?

by Gordon Toy
July 6th 2016
News

Often the question that weighs most on older Australians is, ‘what happens if I outlive my money?’ The risk of living too long can be a serious one, and with volatility returning to markets in the wake of the UK’s Brexit referendum, this fear is likely to again be at the forefront of investors’ minds.

Fund Manager of the Year 2016 Announced

by Gordon Toy
May 27th 2016
News

Macquarie Investment Management has been named as the 2016 Fund Manager of the Year at the 29th Fund Manager of the Year awards, hosted by Money Management and Lonsec Research.

The Next Wave of ETF Investing

by Lonsec Research
May 19th 2016
News

With the advantages of ETFs now firmly planted in the minds of investors, Australia’s ETF sector is entering the next phase of development. Competition between funds and the variety of product offerings available reflect a market that is already highly dynamic. But the biggest developments may yet lie ahead.

Industry Showcased as Never Before on Channel 9

by Lonsec
May 6th 2016
News

The Philosophy Series, the third season of evolution media group’s financial advice TV show, The No More Practice Investment Series, is to be screened on the Nine Network Australia, as an education initiative for consumers to understand how to grow their wealth.

Multi-Asset Investing and the Low Growth Enigma

by Lonsec Research
May 3rd 2016
News

As firms and households adjust their spending path in line with lower growth expectations, it seems investors are still aiming high when it comes to returns. How multi-asset managers respond to this demand, while also dealing with the broader challenge of higher volatility and market uncertainty, will be critical to fund success.

Funds Rush to Gain Multi-Asset Edge

by Gordon Toy
April 27th 2016
News

Lonsec releases Multi-Asset Sector Review.

Income Shares Trip Up Investors

by Gordon Toy
April 20th 2016
News

Lonsec releases Australian Equities Sector Review.