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How to build a World Cup winning investment team

…for Australia’s leading investment managers. Here are some universal tips on how funds can set themselves up for lasting success, based on the match-winning habits of the stars of the…

https://www.lonsecresearch.com.au/2018/07/12/how-to-build-a-world-cup-winning-investment-team/

Not all income is created equal

…diversification. But while the smart beta concept might seem easily commoditised, there can be significant differences in investment outcomes even among those investment products that appear to offer something very…

https://www.lonsecresearch.com.au/2018/09/12/not-all-income-is-created-equal/

Understanding super no longer optional for advisers

have lacked an end-to-end investment research solution that provides superannuation fund research along with managed funds, equities, Separately Managed Accounts (SMAs), listed securities, and individual super fund investment options. The…

https://www.lonsecresearch.com.au/2018/11/15/understanding-super-no-longer-optional-for-advisers/

Chinese A-shares get the green light for inclusion in MSCI indices

…emerging markets more broadly. This segment is under-researched in Lonsec’s view and favours investment managers with the right knowledge, resources and investment processes that enable them to cover the A-share…

https://www.lonsecresearch.com.au/2018/05/29/chinese-a-shares-get-the-green-light/

Libby Newman appointed Executive Director of Lonsec Research

…Lonsec’s investment consulting team continues to expand, with a focus on providing bespoke investment solutions. “The quality of our investment research forms the basis of everything we do at Lonsec,”…

https://www.lonsecresearch.com.au/2018/09/02/libby-newman-appointed-executive-director-of-lonsec-research/

To hedge or not to hedge

…managed can have a significant impact on investment performance. The decision to hedge is not always clear-cut, and may depend on the investment period as well as where the currency…

https://www.lonsecresearch.com.au/2018/03/20/to-hedge-or-not-to-hedge/

Indian summer for emerging market investors

…and based solely on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”)…

https://www.lonsecresearch.com.au/2018/07/03/indian-summer-for-emerging-market-investors/

Value investing has taken a hit in 2018

on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular…

https://www.lonsecresearch.com.au/2018/06/20/value-investing-has-taken-a-hit-in-2018/

Governments are poor forecasters

…Commonwealth Treasury, Lonsec Forecasting is hard While the mining investment boom is long gone, Australia remains a resource-dependent economy. Fluctuations in key commodity prices can have a significant impact on…

https://www.lonsecresearch.com.au/2018/05/11/governments-are-poor-forecasters/

The death of the conglomerate

…its original investment. But if WES’s intention was always to sell, it begs the question why it was willing to pay a substantial premium (10%) over Coles’ prevailing share price…

https://www.lonsecresearch.com.au/2018/04/19/the-death-of-the-conglomerate/

Emerging markets offer opportunity, if you can sustain the ride

…economy in the world. The relationship between GDP growth and share market performance is imperfect with rising GDP not necessarily translating to strong investment returns. However, in India’s case share…

https://www.lonsecresearch.com.au/2018/09/24/emerging-markets-offer-opportunity-if-you-can-sustain-the-ride/

Three signs inflation is here

…ends IMPORTANT NOTICE: This document is published by Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL 421 445 (Lonsec). Please read the following before making any investment decision…

https://www.lonsecresearch.com.au/2018/05/05/three-signs-inflation-is-here/