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10 Jan 2019 - 2018 was marked by a notable increase in market volatility and a decline in global economic growth from its previous high in the first part of the year. This ...

Are we late cycle?

By Lukasz de Pourbaix Read now

8 Jan 2019 - The housing market continues to dominate the headlines in Australia. Housing prices fell 4.8% in 2018 according to CoreLogic, driven by sharp falls in the ...

Australia’s property market falls at fastest rate in decades

By Lukasz de Pourbaix Read now

3 Dec 2018 - This article is intended for licensed financial advisers only and is not intended for use by retail investors. Markets have continued to experience ...

Portfolio diversification in volatile markets

By Lukasz de Pourbaix Read now

22 Nov 2018 - While consumer spending continues to propel the US economy, GDP growth slowed in the September quarter, with a conspicuous downturn in fixed investment. ...

The US housing market is sounding concerns for the economy

By Lukasz de Pourbaix Read now

9 Nov 2018 - The past decade has seen managed accounts transform from a technologically viable but largely unexplored solution to one that is now fully embedded in ...

The real cost of delaying portfolio implementation

By Lukasz de Pourbaix Read now

28 Oct 2018 - For some time, we have flagged that volatility in markets has been subdued, underpinned by a wave of liquidity being pumped into global economies by central ...

Echoes of the taper tantrum

By Lukasz de Pourbaix Read now

5 Oct 2018 - The managed account model is at the centre of a nascent revolution in financial advice. As pressures build on traditional advice businesses, the efficiencies ...

Managed accounts: A perfect solution or a perfect storm?

By Lukasz de Pourbaix Read now

25 Sep 2018 - Emerging market returns have been a cause for concern over recent weeks but by taking a broader perspective, investors may be able to take advantage of the ...

Emerging markets offer opportunity, if you can sustain the ride

By Lukasz de Pourbaix Read now

7 Aug 2018 - In the wake of Facebook’s plummeting share price, there has been much talk of the so-called FAANG shares and their earnings performance. But investors should ...

It’s time to drop the FAANG label

By Lukasz de Pourbaix Read now

5 Jul 2018 - Lukasz de Pourbaix, CIO of Lonsec investment Solutions, gives a practical example of how we manage market risk in the context of Lonsec’s Australian equities ...

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How we implement our dynamic portfolio construction approach

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5 Jul 2018 - Lonsec’s dynamic portfolio construction approach is built on three key portfolio pillars. Lukasz de Pourbaix, CIO of Lonsec investment Solutions, explains ...

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3 pillars of our portfolio construction approach – Beta, risk control, high alpha

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5 Jul 2018 - Listen to Lukasz de Pourbaix, CIO of Lonsec investment Solutions, explain the elements that make up our investment process and how we combine our asset ...

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Our investment process – asset allocation and investment selection

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