When it comes to yield beware of ‘buy and hold’ strategies

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Jason Kim, Portfolio Manager and Senior Analyst at Nikko AM Australia explains why ‘buy and hold’ strategies of traditional high-yielding stocks may not be the best investment strategy as Australia’s

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A golden age for Brazilian iron ore?

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With the football World Cup recently held in Brazil, it is worth mentioning another large contributor to the Brazilian economy – iron ore. Brazil remains the second largest seaborne supplier

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Choosing cash over fixed income no longer makes sense

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Australian investors have largely missed out on the 20-year bond rally, preferring instead to invest in cash for their liquid/defensive asset holding. However, the returns on fixed income have actually

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Transition of the Australian economy – What does it mean for rates and the dollar?

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For Sophisticated Investors Only Mining: How deep is the hole? Chart 1 shows that mining as a percentage of GDP is at record highs, although it has started to drop

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Making the most of equity market anomalies – Part 3

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In the final of the three-part series, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore the case for concentrated portfolios. (Part 1 is available to read here and Part 2

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Risk factors prompting Nikko Asset Management to cut equity exposure worsening

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Ukraine and China remain most worrisome issues The volatile geopolitical situation in Eastern Ukraine and the prospect for prolonged negative news out of China continue to weigh on Nikko Asset

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Making the most of equity market anomalies – Part 2

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In the second of this three-part series, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore why low beta portfolios outperform high beta portfolios. (Part one is available

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Nikko AM confirms neutral position on global equities

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Sees Abenomics Working Well in Boosting Corporate Profits An overweight stance on global equities that lasted for over two-and-a-half years has been cut to neutral by Nikko Asset Management’s Global

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Making the most of equity market anomalies – Part 1

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In this three-part series on market anomalies, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore how investors can tap into what they believe are three consistent sources

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Bob Van Munster to retire; Brad Potter becomes Tyndall AM’s head of Australian equities

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After almost 40 years in the industry, veteran Bob Van Munster has decided to retire as Tyndall AM’s head of Australian equities in September 2014. Brad Potter has been appointed

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