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LONSEC RESEARCH
Features
The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their r...
Funds management
Lonsec Research and Ratings has been announced as research partner for the annual Fund Manager of the Year Awards....
Funds management
Nominations and submissions have now opened for the annual Fund Manager of the Year Awards, to be held on 26 June 2025....
Funds management
An increased number of products rated following the boom in private markets funds have seen revenue at Lonsec Research & Ratings rise to $21.4 million. ...
Expert Analysis
For many investors, the promise of ESG investing has been evasive and confusion around the term has led to many investors becoming disillusioned with their portfolios, wr...
Funds management
Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm is harnessing to mitigate the impact of geopolitical risks in its managed account offering...
Funds management
Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....
Funds management
Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios....
People & Products
Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment opti...
Funds management
Lonsec Research has announced it has granted a ‘recommended’ rating to the WCM Quality Global Growth Fund....
People & Products
The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....
Funds management
Platypus Asset Management’s Australian Equities Fund has received an upgrade to ‘recommended’ from Lonsec Research....
People & Products
Lonsec has appointed its head of manager of research to the role of executive director....
Funds management
Financial advisers are showing renewed focus on growth strategies following market volatility in February, according to analysis of advisers’ research by Lonsec Connect....
Financial planning
Australia’s top companies exceeding analyst expectations halfway through reporting season have outnumbered those that did not, according to Lonsec Research....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...