From Nikko AM
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
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
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
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
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
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
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
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
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
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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