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Analysis

Ned Bell

18 February 2020 • By Ned Bell • 1 min read

Coronavirus – finding opportunities in testing times

The developing coronavirus in China has become more than a cause for concern for many reasons, despite the market recovery in Asia. According to of...

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Ned Bell

Opportunity knocks with Chinese shares

The new coronavirus has spooked governments and markets. People are taking various measures to protect themselves both personally from the deadly viru...

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Ned Bell

Strategic asset allocation: ESG’s new frontier

Many investors use a strategic asset allocation (SAA) process to shape their portfolios over the long term. What place should environmental, social an...

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Ned Bell

Core infrastructure: The better infrastructure investment

Infrastructure investments have become one of the most sought-after asset classes in recent years. In a world of low and even negative interest rates,...

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Ned Bell

A better kind of passive equities for super funds

Flows to passive and “smart beta” equity approaches are on the rise, due partly to the pressure for super funds to reduce fees and partly to the �...

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Ned Bell

What’s the outlook for global small and mid-cap companies?

Local investors have a good appetite for Australian small and medium-cap companies. But there’s a huge universe of global companies in this category...

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Ned Bell

Increasing investor trust: Why it matters and what you can do about it

Think your company enjoys the complete confidence of its financial backers? If so, you may be in the minority. Here in Australia and around the world,...

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Ned Bell

Increased interest tipped for unlisted infrastructure income in 2020

The reduction in interest rates and term deposits – and the outlook that they will remain lower for longer – has created a challenge for those inv...

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Ned Bell

Factors driving the Australian cash market in 2020

These are extraordinary times for the domestic cash market. Bank bill yields closed 2019 below 1.00 per cent, their lowest ever levels, while the offi...

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Ned Bell

Securing a return on health in an investment battleground

The Nikko Asset Management global equity team’s investment philosophy is centred on finding future quality companies, which are companies we believe...

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