Podcast 12: Could house prices top 20% growth in 2021?

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If anyone questioned the power of low interest rates to drive house prices in Australia, they only need look back at 2020. Despite COVID-19, the recession, high unemployment and stagnant wages growth, house prices in Australia stood firm. Find out why Darren Langer and Chris Rands believe house prices are set to climb and why

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4 answers to the RBA’s toughest questions

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For the past six months, the RBA has been subdued at using unconventional policy compared to offshore. After six months of sitting on the sidelines, the RBA has finally eased rates. Chris Rands, Portfolio Manager, Fixed Income at Nikko Asset Management has penned a piece exploring the RBA’s delay to move and ease rates, deep

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Podcast 11: The RBA finally unleashes the bazooka

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If the RBA cutting rates is the entrée for markets this week, then the outcome of the US election is the main course and dessert rolled into one. Tune in to hear Darren Langer and Chris Rands dissect the big picture for global markets and find out why fixed income makes so much sense right

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Podcast 10: Has the RBA gone too far by not going far enough?

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Despite some industry heavyweights predicting a rate cut, the RBA kept rates on hold for October. What three reasons do Darren Langer and Chris Rands give that could explain the RBA’s decision? And could Donald Trump’s health really impact markets? Find out what this means for your clients, tune in now. Click below to go

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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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