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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CPD: Fed to go negative? Any idea can seem ‘crazy’ until it becomes fact

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The market is becoming focused on whether the Federal Reserve (Fed) will take rates negative. Admittedly, Powell has thrown a bit of cold water on it by saying that they haven’t considered it, and almost every economist I have read seems to be saying it’s not going to happen. But that doesn’t mean the idea […]

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Podcast 5: Credit crunch or crisis?

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With an expected 10% contraction in GDP, rising unemployment, and inflation at the lowest level we’ve seen in decades, how has COVID-19 impacted credit markets and what’s next for interest rates? Find out what this means for your clients, tune in now. Click below to go to the Nikko website to listen to the podcast. […]

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Zenith upgrades Nikko AM Australian Bond Fund to ‘Recommended’

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Nikko Asset Management Australia (Nikko AM) has announced that its Nikko AM Australian Bond Fund received an upgrade to ‘Recommended’ from Zenith Investment Partners on 16 April 2020. This comes after the Nikko AM Australian Bond Fund received a Bronze Analyst Rating from Morningstar and an upgrade to ‘Recommended’ from Lonsec earlier this year. The […]

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Podcast 4: The RBA’s buying spree

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The RBA has been buying up big, purchasing around $36bn in government and semi-government bonds throughout March. But when is enough, enough and can these efforts really help stave off a recession in Australia? To help you and your clients make sense of the RBA’s latest rate decision and what this means for fixed income, […]

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Podcast 3: The Rate Debate Special Edition

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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 2: Down, but not out

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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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