LONSEC
Funds management
Lonsec has upgraded Allan Gray’s Australia Stable Fund to highly recommended....
Funds management
Amid whispers of a crisis in the financial markets, Lonsec has suggested that investors who avoid herd-like selling can often protect themselves in times of crisis and ev...
Funds management
Lonsec has upgraded its rating of the K2 Australian Absolute Return Fund to ‘recommended’....
Funds management
Lonsec has warned investors that it is rare for asset classes to consistently outperform and that backing last year’s winner could end up making investors a loss....
Funds management
Emerging market returns have been a cause for concern over recent weeks but Lonsec believes investors may be able to take advantage of the volatility inherent in the sect...
Funds management
Just because exchange-traded funds share the same income objectives, doesn’t mean they’ll produce the same results, according to research house, Lonsec. ...
People & Products
Lonsec has appointed its head of manager of research to the role of executive director....
Funds management
Volatility has died down since the dramatic spike witnessed in February 2018, but shares are particularly vulnerable when a low-volatility environment comes to a grinding...
Funds management
Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund to ‘recommended’....
Funds management
While the FAANG shares may have much in common, given they are all technology-related firms, they are fundamentally different businesses, according to Lonsec....
Funds management
Lonsec has issued a ‘recommended’ rating for BetaShares Australia 200 exchange-traded fund....
Funds management
The ‘risking-in’ trend means that even the safest parts of an investor’s portfolio might not be as safe as they think, and could be exposed to “glittering junk,” accordin...
Funds management
The local equity market looks strong heading into 2019, but investors should expect more volatility than H1 of 2018, according to T. Rowe Price. ...
Financial planning
There is a noticeable dip in the number of trades during World Cup matches when the market’s national team is playing, Lonsec research shows. ...
Financial planning
Netwealth, AdviserNETgain and Lonsec have stood out as category winners in Adviser Ratings’ 2018 Financial Advice Landscape Report, although financial advisers are highly...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...