Thought Leadership

Amber Sunil, Senior Investment Analyst, Lonsec Insights from Lonsec’s 2026 Alternatives review cycle “Trend following” is a single label doing a lot of work. Every manager in Lonsec’s rated universe of five ‘trend’ managers starts from the same core…

Andrea Theouli, Manager, Multi-Asset, Lonsec Research and Ratings Executive Summary As Australia’s superannuation system matures, the challenges of sequencing and longevity risk are reshaping how portfolios are designed, assessed and communicated in…

Darrell Clark, Deputy Director of Research and Manager, Alternatives, Lonsec Research and Ratings Private credit has become one of the fastest growing segments of Australia’s capital markets, now estimated at around A$200bn. Its rise reflects a pullbac…

Hong Hon, Manager, Global Equities, Lonsec Research and Ratings As we head into the back half of 2025, global equities are once again pushing the limits on valuations. Still, investor sentiment is holding up, thanks to solid corporate earnings and th…

Tony Adams, Head of Sustainable Investment Research, Lonsec Research and Ratings Between 2023 and 2025, Lonsec Research and Ratings has observed a notable improvement in the ESG practices of fund managers, particularly in relation to firm-level ESG ass…