Nikko AM receives ‘Highly Recommended’ rating from Lonsec

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Nikko Asset Management Australia (Nikko AM) has announced that its Nikko AM Australian Bond Fund received an upgrade to ‘Highly Recommended’ from the Lonsec Group on 16 September 2020. This comes after the Nikko AM Australian Bond Fund received a ‘Recommended’ rating from Zenith, a Morningstar Analyst Rating™ of Bronze as of 7th January 2020,

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CPD: From global to local – Lockdown insights and what it might mean for investors

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While everyone’s individual experience of this global pandemic has been different, there are many shared experiences that we hope readers will be familiar with. In short, the adaptations we have made as a society have changed the way we live and work. Might these new behaviours give a clue as to what industries and companies

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ESG Insights: There’s no clear solution to the problem of plastics

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Summary Questioning the role of plastic packaging Plastic packaging is a unique material that provides many benefits; namely, it is strong, lightweight, and is cheap to produce, store and transport. It plays a vital role in food quality and safety, and significantly reduces food waste. From an environmental standpoint, its carbon footprint is relatively low

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Podcast 9: Talk is cheap

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Over the past few weeks, the RBA has started to change its narrative, suggesting that while negative rates are extremely unlikely, they’re not off the table. They’ve also hinted that a new bond buying program could be on the cards. Is the RBA just posturing or is change afoot? Darren Langer and Chris Rands examine

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CPD: Australian housing prices – how worried should we be?

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Summary Over the past three years Australian house prices have mostly moved sideways, rising or falling by around 10% per year. When prices started falling in 2018, we saw little reason to be concerned as housing affordability remained strong, unemployment was low and interest rates had room to fall. This setup the conditions for the

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Podcast 8: Is Australia ready for more monetary stimulus?

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With Aussie bonds in high demand across the world, a growing demand for a more aggressive fiscal response from the Australian government, and a rise in COVID-19 cases in Victoria and NSW, is Australia ready for more monetary stimulus? Listen to Darren and Chris answer this question and more in episode eight of The Rate

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Podcast 7: Sting in the tale

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Is the RBA too concerned with front end rates that are aimed at helping the banking sector at the expense of the taxpayer who, ultimately, will be picking up the interest cost of higher bond yields? And what will happen to employment and housing once Job Keeper comes to an end or the lockdowns are

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CPD: Surviving the dividend drought

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Introduction The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time of writing. The decline was driven by fears and uncertainty of the extent of the medical crisis, and the economic consequence of isolation and the

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Podcast 6: Out of step

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Despite the RBA’s recent monetary and fiscal intervention, a recession still seems to be on the cards. Why is the RBA so unwilling to follow along with more unconventional policy and what are the implications of its ‘play-it-safe’ approach to solving our economic woes? Darren Langer and Chris Rands go looking for answers. Find out

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CPD: Economic freeze sends US oil price sub-zero

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While reviewing the overnight market on the 21st of April 2020, no doubt we were not alone in taking a moment or two to comprehend the number we saw. West Texas Intermediate, the US benchmark set out of Cushing, Oklahoma, was showing a price for the May contract as low as negative USD 37 per

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