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27 Jun 2019 - It’s been an eventful month for markets. The Coalition’s Federal election win, the RBA’s rate cuts and a continuation of the US-China trade tensions have all ...

Will the RBA dig into its toolkit?

By Lukasz de Pourbaix Read now

21 Jun 2019 - The possibility of the RBA undertaking a quantitative easing program could have major ramifications for retirees, who may be forced to increase their ...

Should retirees fear an RBA quantitative easing program?

By Lukasz de Pourbaix Read now

27 May 2019 - Markets continued their upward trajectory during April which has largely continued unabated since the so called ‘Powell Put’ earlier in the year, with the US ...

Trade fears reignited

By Lukasz de Pourbaix Read now

23 May 2019 - When you ask clients how they think about risk in retirement, you are unlikely to get a textbook response. Instead, you’ll probably get a list of their ...

Most retirees can’t define risk, but they know it when they see it

By Veronica Klaus Read now

29 Apr 2019 - The Fed may have put its tightening plans on ice, but the yield curve is signalling that all may not be well in financial markets. This article is intended ...

Ignore the yield curve at your peril

By Lukasz de Pourbaix Read now

29 Apr 2019 - It’s been an interesting period for risk assets over the past six months. The last quarter of 2018 saw markets retract as sentiment shifted away from risk ...

Market tail is still wagging

By Lukasz de Pourbaix Read now

27 Mar 2019 - In recent years valuations across most asset classes have been sitting in the expensive range. Strong tailwinds from central banks in the form of low ...

Are pockets of value appearing in the market?

By Lukasz de Pourbaix Read now

24 Mar 2019 - Over the past few months Lonsec has seen a noticeable increase in the number of fund managers seeking to bring alternative products to the market. This trend ...

Alternative assets saved us during the GFC—can they save us now?

By Lukasz de Pourbaix Read now

21 Mar 2019 - The market made its view clear at the end of last year: no more rate hikes. As the US Fed threw its tightening rhetoric into reverse, markets dramatically ...

Market hopes are still ahead of the Fed

By Lukasz de Pourbaix Read now

21 Mar 2019 - The Australian equity market reacted positively to the February reporting season, providing a relief rally after beating the market’s pessimistic ...

How reporting season shaped the market

By Danial Moradi Read now

6 Mar 2019 - February was another positive month for equity markets as they continued their upward trajectory, boosted by the Federal Reserve’s decision to place rate ...

Importance of diversification in times of uncertainty

By Lukasz de Pourbaix Read now

28 Feb 2019 - Is the world a more uncertain place today than it was yesterday? And if so, how much more uncertain is it? If these questions only lead to more uncertainty, ...

Is the world really getting more uncertain?

By Lukasz de Pourbaix Read now