Economic Updates
Lonsec Month in Review – September 2023
12 September
The Lonsec Month in Review is a monthly report providing economic commentary with Australian and global economic summaries, alongside market news for each key asset class. Please click on this link to view
Lonsec Client Newsletter – September 2023
12 September
Client Summary Summary of Key Views Insights from our CIO: Positioning for economic slowdown The much-anticipated slowdown in economic growth appears to be upon us, with GDP in Australia slowing to 2.3%. While only slightly below long-term trend...[Read More]
Lonsec Month in Review – August 2023
15 August
The Lonsec Month in Review is a monthly report providing economic commentary with Australian and global economic summaries, alongside market news for each key asset class. Please click on this link to view
Lonsec Client Newsletter – August 2023
15 August
Summary of Key Views Insights from our CIO: Bonds v Equities – what are the capital markets trying to tell us? Bond markets across a number of developed countries including the US, UK and Germany are currently pricing in a recession. Global...[Read More]
Lonsec Client Newsletter – May 2023
12 June
Summary of Key Views Insights from our CIO: Caution amidst the calm? An eerie calm has fallen over markets in recent weeks, as the banking stresses of early March fade into the background. Market measures of risk, such as the VIX, have retreated,...[Read More]
Lonsec Month in Review – May 2023
12 June
The Lonsec Month in Review is a monthly report providing economic commentary with Australian and global economic summaries, alongside market news for each key asset class. Please click on this link to view.
Lonsec Month in Review – January 2023
6 February
The Lonsec Month in Review is a monthly report providing economic commentary with Australian and global economic summaries, alongside market news for each key asset class. Please click on this link to view.
Lonsec Client Newsletter – January 2023
6 February
Summary of Key Views Insights from our CIO: Reflections on 2022 As the saying goes, “what a year!” As the world slowly emerged out of Covid lockdowns, two central themes have dominated 2022, inflation and geopolitics. Domestically the annual...[Read More]
Lonsec Month in Review – November 2022
5 December
The Lonsec Month in Review is a monthly report providing economic commentary with Australian and global economic summaries, alongside market news for each key asset class. Please click on this link to view.”
Lonsec Client Newsletter – November 2022
5 December
Summary of Key Views Insights from our CIO: A time to reset back to ‘normal’ For the past 10 years investors have become accustomed to double digit returns from equities and low market volatility. As interest rates normalise, we are heading...[Read More]
Lonsec Month in Review – October 2022
31 October
The Lonsec Month in Review is a monthly report providing economic commentary with Australian and global economic summaries, alongside market news for each key asset class. Please click on this link to view
Lonsec Client Newsletter – October 2022
31 October
Summary of Key Views Insights from our CIO: Change creates opportunity Following the reprieve in July, markets returned to being volatile in August as the narrative of higher inflation and subsequent higher rates re-gained momentum. In line with...[Read More]
Lonsec Month in Review – September 2022
4 October
The Lonsec Month in Review is a monthly report providing economic commentary with Australian and global economic summaries, alongside market news for each key asset class. Please click on this link to view
Lonsec Client Newsletter – September 2022
4 October
Summary of Key Views Insights from our CIO: False dawn? Markets were buoyed in July by data from the US suggesting that inflation may have peaked. All asset classes enjoyed strong returns and we saw a sharp rebound in segments of the market...[Read More]
Lonsec Month in Review – August 2022
6 September
The Lonsec Month in Review is a monthly report providing economic commentary with Australian and global economic summaries, alongside market news for each key asset class. Please click on this link to view.