Australian housing – don’t panic

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Summary Over the past year Australian house prices have seen 12 consecutive months of decline, the longest streak of persistent falls in over 20 years. House prices are now ~4%

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11 Dec 2018

Stop making sense: the state of volatility in markets

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Summary Volatility is back in a big way in 2018. A large increase in the VIX is showing an annual level not witnessed since 2007. The sell-off that started in

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05 Dec 2018

Investing for the long term – ‘future quality’ companies

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This paper discusses the belief that investing in ‘Future Quality’ companies will lead to outperformance over the long term. Drawing on academic evidence, it outlines the three fundamental concepts which

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19 Nov 2018

The highs and lows of unemployment and wages

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Summary The September employment report showed that the Australian unemployment rate has fallen to 5%, its lowest level since 2011. While this is undoubtedly a strong result, two labour market

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16 Nov 2018

In the AI age, active managers making smart human decisions will win

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Summary One of the pleasures of getting older is that you start to have proper grown-up conversations with your children. Recently, one of my daughters started her first job, which

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12 Nov 2018

Nikko Asset Management Australia Appoints Naomi Edwards as Non-Executive Director

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 Nikko Asset Management Australia (“Nikko AM”) is pleased to announce the appointment of Naomi Edwards as a Non-Executive Director of Nikko Asset Management Australia Limited and Nikko AM Limited, effective

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29 Oct 2018

Nikko Asset Management supports The Investor Agenda

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Nikko Asset Management Co., Ltd. (“Nikko AM”) has announced its support for efforts towards commitment to the four areas of impact (Investor disclosure; Corporate engagement; Policy advocacy; Investment) under The

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05 Oct 2018

Nikko Asset Management Establishes Corporate Sustainability Department

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Nikko Asset Management Co., Ltd. (“Nikko AM”) has announces the establishment of its Corporate Sustainability Department, bolstering its Environmental, Social, and Governance (ESG) commitments both in the way in which

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21 Sep 2018

The changing face of demographics and why economies should care

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Summary In 2011 a dramatic shift occurred throughout the developed world — working age populations began a multi-decade decline. Demographic shifts like this in an economy can have profound effects,

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18 Sep 2018

Nikko Asset Management expands green bond capability

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Nikko Asset Management (“Nikko AM”) has announced the expansion of its global green bond capability to include a wider investment universe of Sovereign, Supranational and Agency (SSA) green bonds. The

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13 Sep 2018