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12 Sep 2019 - With an increasing focus in the market on how we are all building our client portfolios, it is incredibly important to have a strong and defendable ...

Building an effective investment value proposition starts with a clearly articulated investment philosophy

By Lukasz de Pourbaix Read now

29 Aug 2019 - One of the continual challenges in running an investment committee is ensuring that it operates effectively and facilitates sound decision making. There are ...

How to get the most out of your investment committee?

By Lukasz de Pourbaix Read now

28 Aug 2019 - Managed accounts are exploding in popularity due to the clear advantages they offer licensees and their clients, but leading investment research house Lonsec ...

Advisers must avoid the managed account conflict trap

By Gordon Toy Read now

27 Aug 2019 - Bonds have been unrelenting in 2019, rising in stark defiance of investors who called a fade to the rally in late 2018, when the US Fed appeared determined ...

Would you pay to lend? That’s what markets are doing to the tune of $14 trillion

By Lukasz de Pourbaix Read now

27 Aug 2019 - Who has a seat on your investment committee? Lonsec has been working with financial advice firms for over 20 years and during this time we’ve observed a wide ...

Who has a seat on your investment committee?

By Lukasz de Pourbaix Read now

27 Aug 2019 - It’s a challenging time for asset allocators in the current environment, which has seen asset prices and market sentiment shift quickly on the back of a ...

Consider this a test of your asset allocation framework

By Lukasz de Pourbaix Read now

29 Jul 2019 - The ECB’s announcement of further rate cuts was the last thing Europe’s banking sector wanted to hear. Since the depths of the eurozone crisis in 2009 and ...

No reprieve for Europe’s long-suffering banks

By Lukasz de Pourbaix Read now

26 Jul 2019 - Any value manager will tell you that the past 10 years has been a challenging period. Not only have growth shares outperformed, but the dispersion in price ...

Stop writing value’s obituary

By Lukasz de Pourbaix Read now

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