Podcast: The Rate Debate Special Edition – Episode 3

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In response to the coronavirus epidemic, the RBA cut the cash rate on 19 March to 0.25% and announced a number of QE measures. In the long run, will the government’s response deliver the benefits it is hoping for? Darren Langer and Chris Rands explore this and what it means for fixed income in this […]

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Podcast: Down, but not out – Episode 2

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On 3 March 2020, the RBA cut rates by 25 basis points to 0.50% in response to the coronavirus. But have they cut too early? And what happens if markets are hit with another unexpected event? With so little fuel left in the tank, how will the RBA respond? To help you and your clients […]

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CPD: 5 big questions the RBA needs to answer in 2020

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After extremely strong fixed income returns in 2019, the interest rate outlook for 2020 is far more sanguine as the odds of continued interest rate cuts from the Reserve Bank of Australia (RBA) looks lower than last year. Furthermore when interest rates make moves in the magnitude of last year, they are rarely followed in […]

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Nikko AM Global Share Fund upgraded to ‘recommended’ by Lonsec

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Nikko Asset Management Australia (Nikko AM) has announced that it has been upgraded by Lonsec to ‘Recommended’. Lonsec has strong conviction the financial product can generate risk-adjusted returns in line with relevant objectives. The Nikko AM Global Share Fund delivered a total fund return (net) of 29.71 percent p.a.over one year, and 19.54 percent p.a. […]

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Podcast: The Rate Debate – Episode 1

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What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Amidst the outbreak of the coronavirus, ongoing bushfires and global trade deals, Darren Langer and Chris Rands introduce their new podcast The Rate Debate and question the RBA’s latest rate decision and discuss […]

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Morningstar upgrades Nikko AM Australian Bond Fund to Bronze

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Nikko Asset Management Australia (Nikko AM) has announced that it has received a Bronze Morningstar Analyst Rating™ for its Nikko AM Australian Bond Fund on 7 January 2020, upgraded from ‘Neutral’. The new rating recognises the investment capability and track record of portfolio managers, Darren Langer, Chris Rands, and team. The Nikko AM Australian Bond […]

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House prices rise at fastest pace since last time RBA Cut

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Last month we identified the reason why we believed the RBA was slowing down on cuts was the fact that the housing market was improving and that strength would eventually show up in the economy. On Tuesday, we received a new release of the house price figures that show a great deal of strength is […]

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CPD: Too Lowe for zero?

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October saw the Reserve Bank of Australia (RBA) cut interest rates to 0.75%, the third cash rate cut in only five months. The last time we saw the RBA move this quickly was 2011/2012; approximately 12 months after it completed its 2010 hiking cycle in the midst of the European debt crisis.     In […]

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Balancing stakeholder and shareholder needs key to equities outperformance

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The drivers of future returns on capital are shifting – as social and political change continues to create uncertainty – and investing in quality companies matters now more than ever before, says Iain Fulton, portfolio manager of Nikko AM’s global equities team. “Many think of change in terms of technological and economic disruption.  While understanding […]

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Nikko AM goes carbon neutral

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Nikko Asset Management Co., Ltd. (Nikko AM) has been certified as carbon neutral for the first time, after entering into a carbon offset programme with the UK-based international organisation Carbon Footprint Ltd. Nikko AM’s Corporate Sustainability Department aggregated the travel and financial data from the Firm’s global offices in Tokyo, Singapore, Sydney, Melbourne, Auckland, New York, […]

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