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Analysis

Ned Bell

11 February 2020 • By Ned Bell • 1 min read

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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Ned Bell

Should investors be positive about emerging market debt in 2020?

Yes. Real and nominal interest rates are extremely low in developed markets, leaving limited room to cut rates. But real interest rates are positive a...

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Ned Bell

The rise and rise of ETFs: Why advisers should consider ETFs

When a product, be it consumer or financial, reaches a growth rate of 18 per cent per year, it’s headed for mainstream status, or is already there. ...

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Ned Bell

Is Brexit over? A Q&A

The UK clears a significant hurdle in leaving the EU on 31 January, but the final and bigger hurdle comes on 31 December, writes Michael Metcalfe, glo...

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Ned Bell

On my mind: Will the US economy survive the politics in 2020?

New year, new decade – we’re off to the races. I have a few concerns about 2020, and some ideas on how to make it a successful year from an invest...

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Ned Bell

Solid AREIT sector returns likely for 2020

The strong performance by the Australian Real Estate Investment Trust (AREIT) sector in 2019 will continue to be well supported throughout the coming ...

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