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

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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

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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

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QE understanding is lacking

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The market’s current understanding of QE on supply and demand dynamics does not capture the true economic effects, says Chris Rands from Nikko AM. While the introduction of quantitative easing (QE)

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RBA cuts; Bonds do nothing; What’s going on?

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Introduction 24 hours before the Reserve Bank of Australia (RBA) handed down its decision to cut rates 25 basis points, I was questioning whether the RBA would cut in June.

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Nikko AM appoints credit analyst to fixed income team

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Nikko Asset Management Australia (Nikko AM) has appointed Linda Luo to the newly created role of credit analyst within its fixed income team. The appointment brings the number of members

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Australian housing – Still waiting for the decline

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Over the past five years, multiple forecasters have called the decline of Australian housing only to see prices continue moving from strength to strength. Indeed, some global investors are watching

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Five charts to watch: Will these commodity gains last?

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As commodity prices have risen, the Australian economy is set to benefit from these continuing gains. Over the next two quarters, this should provide positive economic outcomes, with the important

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3% is the new 5% for the Australian cash rate

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Over the past five years, the Reserve Bank of Australia (RBA) has cut the cash rate from a high of 4.75% in 2011 to a low of 1.50% in August

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Which matters more – Fundamentals or QE?

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Nikko Asset Management Australia’s fixed income team is continuing its effort to determine if credit spreads are close to the top. In this article, we focus on what is more

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