Podcast 15: Is the free ride over?

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The RBA’s stimulus policies have boosted the economy post COVID-19 driving increases in house prices, retail sales, and employment but is this a double-edged sword? Darren Langer and Chris Rands discuss the impact of the RBA’s policies on future growth, and question who will pay for it in the long run in episode 15 of

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Podcast 14: What’s driving interest rates higher?

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Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive globally, is the rise justified and where to next for bond yields? Darren Langer and Chris Rands delve into these questions and more in episode fourteen of The Rate

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CPD: The winds of change – Strengthening our commitment to ESG

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The introduction of the EU’s Sustainable Finance Disclosure Regulation in March 2021 will see significant changes to the way asset management is conducted. It includes new disclosure requirements for investment firms to address environmental, social and governance (ESG) concerns and we welcome it with open arms. Chen’s wintry picture of a tree (above) clearly shows

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Yarra Capital Management announces partnership with Nikko Asset Management’s Australian business

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Independent Australian fund manager Yarra Capital Management (Yarra) and global funds management group Nikko Asset Management Co., Ltd (Nikko AM) have announced that they have entered into a binding agreement through which Yarra will acquire Nikko AM’s Australian business. Under the terms of the agreement, Yarra will assume ownership of Nikko AM’s Australian subsidiary, Nikko

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CPD: The outlook for interest rates in 2021

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Forecasting outcomes for the year ahead is challenging in the best of times, let alone during a global pandemic. This year, Chris Rands adopted an alternative strategy for determining where interest rates could land in 2021 and what that could mean for fixed income performance. “What if?” scenarios Typically when creating our fixed income outlook

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Podcast 13: Could housing be the good news story for 2021?

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Everyone loves a good housing story and it’s looking like 2021 could become a best seller. But at what cost? According to the numbers, we’re still in an economic hole, and with immigration down 80% and the government’s income support program about to end, are we setting ourselves up for a down fall? Darren Langer

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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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