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by Nathan Lim
November 1, 2024
We publish our biennial Strategic Asset Allocation (SAA) update and reiterate our pro-cyclical Dynamic Asset Allocation (DAA) tilts. In this month’s edition of Portfolio Perspectives,…
by John Burton
November 1, 2024
In this quarterly webinar, host John Burton is joined by Nathan Lim for a market update and outlook from the CIO’s Office, as well as a…
by Marc Hraiki
October 14, 2024
Discover the power of Lonsec’s Tailored Managed Accounts Lonsec partners with innovative licensees and advice businesses looking to grow and scale so they can deliver…
by Kirby Rappell
October 8, 2024
Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating…
by Nathan Lim
October 3, 2024
Explaining the shift to Slight Overweight for Global Listed Property, and Slight Underweight for Australian Equities. In this month’s edition of Portfolio Perspectives from Nathan…
by John Burton
September 18, 2024
The past five years has seen great change in advice due to increasing compliance rigour, the departure of major players from the market and the…
by Kirby Rappell
September 11, 2024
August was a turbulent month for markets, leading to some swings in superannuation returns with a strong downturn in the first two weeks followed by…
by Danial Moradi
September 4, 2024
ASX100 corporate earnings, commodity prices, Australian equity valuations and growth outlooks for FY25. In this month’s edition of Portfolio Perspectives from Dan Moradi, Portfolio Manager,…
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