Investment

Market updates, insights and education empowering you to make informed investment decisions.

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Property Market Update & Economic Outlook

Property Market Update & Economic Outlook

13 March 2024

Hear NAB’s senior expert panellists discuss a range of topics to provide key insights to help you and your business prepare for the current property market climate.

Property Market Update & Economic Outlook

Insights, Trends & Case Studies

The different types of capital raisings 

The different types of capital raisings 

23 January 2024

Capital raisings were not always easy to access for individuals. That's changed and investors now have a wide variety of entry points into private and public capital markets.

The different types of capital raisings 

Article

Fixed Income jargon explained

Fixed Income jargon explained

18 January 2024

While exploring the world of fixed income you may come across words or phrases your unsure of. Our jargon guide is here to help

Fixed Income jargon explained

Article

How to invest in equity derivatives

How to invest in equity derivatives

27 November 2023

Equity derivatives provide an opportunity to seek enhanced income returns from share investments, while managing risk and providing portfolio hedging

How to invest in equity derivatives

Article

Capital raising jargon explained

Capital raising jargon explained

10 November 2023

Many popular investments have their own jargon, we explain key Capital Raising terminology so you can focus on potential investments

Capital raising jargon explained

Article

Spreading your wings

Spreading your wings

7 November 2023

Homebody investors may love ASX blue-chip stocks and franked dividends, but could be missing out on opportunities in sectors such as artificial intelligence and renewables by ignoring offshore markets.

Spreading your wings

Article

How do Dual Currency Investments work?

How do Dual Currency Investments work?

3 November 2023

NAB Dual Currency Investments, or DCIs, are short term currency referenced investments issued by NAB. DCIs can offer you, the investor, the possibility of generating an enhanced income return, referred to as the yield by referencing your investment to an underlying currency.

How do Dual Currency Investments work?

Video

How do NERTIs work?

How do NERTIs work?

3 November 2023

NAB Equity Referenced Term Investments (NERTIs) are short term equity referenced investments issued by NAB. NERTIs provide you with the flexibility to generate an enhanced income return by referencing your investment to an underlying equity.

How do NERTIs work?

Video

NAB’s Equity Lending Products

NAB’s Equity Lending Products

17 October 2023

Equity lending provides an avenue to borrow funds to build long term wealth. There are different options, depending on the level of risk you are comfortable with

NAB’s Equity Lending Products

Article

Strategies to make FX work for you 

Strategies to make FX work for you 

13 October 2023

As investors increasingly look to offshore opportunities, foreign exchange (FX) is gaining importance to manage risk and deliver enhanced returns 

Strategies to make FX work for you 

Article

How Foreign Exchange works

How Foreign Exchange works

12 October 2023

Interested in Foreign Exchange trading? We cover the basics of what is FX and what are the drivers that impact currencies

How Foreign Exchange works

Article

How to build a share portfolio

How to build a share portfolio

6 October 2023

Doing the research and understanding what you are investing in is a key part of being successful when building a share portfolio

How to build a share portfolio

Article

Place matters: ESG and communities

Place matters: ESG and communities

23 November 2021

As part of NAB’s Bank for Transition interview series we speak to Associate Professor Rae Dufty-Jones and Dr Neil Perry from Western Sydney University on the future of building sustainable communities and how government is listening.

Place matters: ESG and communities
ESG and equity: positioning for success

ESG and equity: positioning for success

4 November 2021

A new NAB report offers insights into how asset managers are incorporating sustainability metrics into their investing activities and what companies can do to develop best-in-class strategies.

ESG and equity: positioning for success
ESG and capital report: equity

ESG and capital report: equity

20 October 2021

Companies with strong ESG characteristics are experiencing increased availability of equity and a reduced cost of equity.

ESG and capital report: equity
The unsung opportunities for High Net Worth investors

The unsung opportunities for High Net Worth investors

22 March 2021

Australia’s high net worth investors face continued uncertainty – locally and globally. So what’s the smart next step? NAB Private and JBWere CEO Justin Greiner reveals his thoughts on how best to navigate 2021.

The unsung opportunities for High Net Worth investors

Article

Sustainable Finance Update February 2021

Sustainable Finance Update February 2021

10 February 2021

According to BNEF, 2020 was a record year for sustainable debt issuance with annual issuance reaching US$732.1 billion across both bond and loan formats, representing a 29% uplift on 2019 levels.

Sustainable Finance Update February 2021
Sustainable Finance Update December 2020

Sustainable Finance Update December 2020

14 December 2020

Q3 2020 saw increased issuance momentum with a record US$155bn of sustainable finance debt raised fuelled by the COVID-19 pandemic and global sustainability concerns.

Sustainable Finance Update December 2020
Seven lessons on social value

Seven lessons on social value

30 October 2020

We’ve partnered with The Australia—United Kingdom Chamber of Commerce and the New South Wales Government to launch the second business insight report in this three part series: Impact 2020: Seven Lessons in Social Value.

Seven lessons on social value
ESG investment – an AFR special report

ESG investment – an AFR special report

31 August 2020

Facilitating the flow of capital towards sustainable initiatives and investing in our economy to drive recovery, create jobs and supercharge innovation has never been more important.

ESG investment – an AFR special report
Investors rush to COVID-19 social bond market

Investors rush to COVID-19 social bond market

18 June 2020

New COVID-19 social bonds have been met with overwhelming support from investors, leading to rapid growth in the sustainable debt market and a welcome outperformance, experts told a NAB Roundtable.

Investors rush to COVID-19 social bond market
Markets Today: investors run for cover

Markets Today: investors run for cover

12 June 2020

There’s been a swift move to bonds and safe haven currencies since the Fed’s message yesterday that it would take a couple of years at least for life to return to normal.

Markets Today: investors run for cover
Why venture capital is more important than ever for investors

Why venture capital is more important than ever for investors

12 December 2019

Venture capital is too important for investors to ignore as it occupies an increasingly large part of the global economy and provides opportunities not available elsewhere, experts told the 2019 Association of Superannuation Funds of Australia.

Why venture capital is more important than ever for investors
Connecting capital to opportunity: NAB in Japan

Connecting capital to opportunity: NAB in Japan

19 November 2019

Janari Tonoike, head of NAB Japan Securities Limited, National Australia Bank’s (NAB) new Tokyo-based, wholly-owned subsidiary, showcases the long-standing relationship between Japan and Australia, and explains how the new entity can help investors and borrowers in both markets and beyond connect better in a challenging global business environment.

Connecting capital to opportunity: NAB in Japan
More affordable and specialist homes

More affordable and specialist homes

11 October 2019

More Australians will be able to access affordable housing following a $2 billion commitment from NAB which will see more homes being built across the nation.

More affordable and specialist homes
Real assets expensive but opportunities remain

Real assets expensive but opportunities remain

16 September 2019

Amid an expensive market and an uncertain global economy, fund managers are cautioning discipline, though there are opportunities for investors to look outside traditional markets and work on assets.

Real assets expensive but opportunities remain
Democratisation of the bond market

Democratisation of the bond market

21 August 2019

The bond market has long been opaque, with bonds traded in parcels far too large for the average investors, but what might a more accessible bond market look like?

Democratisation of the bond market
Integrating ESG in the insurance industry

Integrating ESG in the insurance industry

2 July 2019

NAB recently brought together a group of insurance professionals with ESG market experts and practitioners to explore risk, operations, reputational and investment issues.

Integrating ESG in the insurance industry
Enhanced yields from corporate bonds

Enhanced yields from corporate bonds

29 March 2019

High net worth and sophisticated investors are increasingly looking to corporate bonds as a way to preserve capital while delivering higher yields than cash or government bonds.

Enhanced yields from corporate bonds
Changing the funding game

Changing the funding game

27 February 2019

Growth capital is more important than ever. But while we’re seeing new and innovative forms of funding stepping up to meet this need, it’s clear small and medium-sized businesses must step up too.

Changing the funding game
Investing in collectibles: do passions and profits mix?

Investing in collectibles: do passions and profits mix?

27 February 2019

A vintage sports car, a pink diamond necklace, a precious work of art – they may be more fun than a share portfolio but do they make sense as investments? We examine the world of high-value collectibles – the good news and the cautionary tales.

Investing in collectibles: do passions and profits mix?
Customer stewardship & the institutional investor

Customer stewardship & the institutional investor

27 February 2019

Global investors are increasingly allocating funds to infrastructure and many investors are implementing new methods and measures to both adapt to and lead a stewardship mandate into infrastructure investment.

Customer stewardship & the institutional investor
China opening up opportunities to foreign investors

China opening up opportunities to foreign investors

13 December 2018

The Chinese economy is liberalising and opening up to the rest of the world, paving the way for foreign investors to tap into opportunities in the increasingly wealthy nation, the 2018 ASFA Conference heard.

China opening up opportunities to foreign investors
New Year, new opportunities

New Year, new opportunities

3 December 2018

As 2018 draws to a close, we’d like to share some of the achievements of our Corporate and Institutional clients over the past year.

New Year, new opportunities
The infrastructure opportunity for super funds

The infrastructure opportunity for super funds

30 November 2018

Australia’s superannuation funds should seriously consider infrastructure investment opportunities that help build the nation, NAB Chief Customer Officer of Consumer Banking, and former Premier of New South Wales, Mike Baird, says.

The infrastructure opportunity for super funds
Reassessing your investment options

Reassessing your investment options

13 September 2018

Australian investors, generally speaking, display a noticeable bias towards domestic equities, property and cash. It’s just one reason why it might be time for some to review their investment options.

Reassessing your investment options
How fund managers add value

How fund managers add value

22 August 2018

Active asset management still offers value despite the rise of low-fee passive strategies in the fixed-income sector.

How fund managers add value
Banks in a reshaped sector

Banks in a reshaped sector

13 August 2018

The financial crisis and its aftermath fundamentally reshaped bank business models, allowing investors to focus mainly on macroeconomic factors when they analyse the sector. Speakers at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit shared insights into the present and future of bank investment.

Banks in a reshaped sector
Which way now? Australian infrastructure expertise and cross-border investment flows

Which way now? Australian infrastructure expertise and cross-border investment flows

31 July 2018

As the current phase of privatisations approaches its conclusion in Australia, local infrastructure investors are looking to international markets for investment opportunities. At the same time, global capital that was drawn to the Australian market by the deep pipeline continues to actively pursue Australian deals. This has created significant competition in Australia and seen infrastructure investors increasingly focus on a broader class of assets.

Which way now? Australian infrastructure expertise and cross-border investment flows
More investment in renewable energy projects

More investment in renewable energy projects

18 June 2018

Major Australian organisations are now directly investing in large-scale renewable energy projects through the new NAB Low Carbon Shared Portfolio, the first of its kind in Australia.

More investment in renewable energy projects
Yield hungry investors head to Oz

Yield hungry investors head to Oz

17 May 2018

NAB and Asiamoney's latest poll on Asian and European investors’ appetite for Australian debt tells a story of consistency and stability as the region presents a safe option amid turbulence - while also offering sustainable opportunities.

Yield hungry investors head to Oz
Changing the world, one investment at a time

Changing the world, one investment at a time

26 March 2018

Think charitable giving is the only way to make a valuable difference? Think again. You can now use your investments to help effect social and environmental change, with increasing opportunities to back projects that promise to address our world’s most pressing issues.

Changing the world, one investment at a time
Debt market outlook suggests old school may finally be back in vogue

Debt market outlook suggests old school may finally be back in vogue

20 March 2018

NAB’s general manager, capital markets and advisory, Jacqui Fox, and head of debt syndicate, Mark Abrahams, highlight the key themes for Australian credit in 2018 and why they point to a positive fundamental story despite the resurgence in equity market volatility early this year.

Debt market outlook suggests old school may finally be back in vogue
AUD/GBP Forecast

AUD/GBP Forecast

13 March 2018

NAB’s positive view of GBP and forecast decline in AUD/GBP is in the immediate term.

AUD/GBP Forecast
AUD Annotated Chart: February 2018

AUD Annotated Chart: February 2018

13 March 2018

In February the AUD/USD gave back all of its January gains and some more. February was a month characterised by an increase in market volatility, particularly in equities amid US inflationary concerns alongside a rise in US bond yields and their implicit valuation concerns for physical and risk assets.

AUD Annotated Chart: February 2018
2018 Corporate Bond Outlook

2018 Corporate Bond Outlook

13 March 2018

Clare Lewis, NAB Director Corporate Debt Markets Origination talks about the outlook for the corporate bond market in 2018.

2018 Corporate Bond Outlook
Aviation finance

Aviation finance

6 February 2018

Global air traffic and demand for aircraft stays strong in 2017.

Aviation finance
Why peace equals profits

Why peace equals profits

18 January 2018

Steve Killelea, the man behind the Global Peace Index, explains its potential value in helping make investment decisions.

Why peace equals profits
2017 Year in Review: Corporate Finance

2017 Year in Review: Corporate Finance

16 January 2018

2017 was marked by a return to stability following the volatility of recent times and the rise of innovative new products, especially in the green and social sectors.

2017 Year in Review: Corporate Finance
Webinar: Tips for borrowing to invest successfully

Webinar: Tips for borrowing to invest successfully

16 January 2018

We’re living longer and our kids are experiencing the challenges of establishing themselves in a world of higher house-to-wage ratios. Our over-leveraged governments have responded by cutting back on spending in health, education and social services as well as super tax breaks that encourage us to save. The upshot is, we have to rely on ourselves for a comfortable long-term future.

Webinar: Tips for borrowing to invest successfully
Nuance the watchword for Australian-market renaissance

Nuance the watchword for Australian-market renaissance

8 January 2018

In a wide-ranging state-of-the-market perspective, Steve Lambert, Executive General Manager, Corporate Finance at NAB, attributes Australian transaction breakthroughs in 2017 to long-term positive trends on the demand side.

Nuance the watchword for Australian-market renaissance
Australia’s future’s looking bright

Australia’s future’s looking bright

15 December 2017

While there was plenty of concern about potential geopolitical and economic crises at the recent ASFA conference, at least one senior industry figure was upbeat.

Australia’s future’s looking bright
NAB champions community-led approach to social infrastructure

NAB champions community-led approach to social infrastructure

11 December 2017

Reduced government funding and a growing population are forcing local councils to find alternative funding for public assets and community projects. NAB has already started filling the gap, with new mechanisms opening up funding sources usually closed to small lenders.

NAB champions community-led approach to social infrastructure
South Korea: Perspectives, trends and insights

South Korea: Perspectives, trends and insights

4 December 2017

This independent report for National Australia Bank (NAB) by the Crawford School of Public Policy at The Australian National University, examines the outlook for the South Korean economy and its growing importance in the Asia Pacific region.

South Korea: Perspectives, trends and insights
Talking infrastructure

Talking infrastructure

29 November 2017

Mike Baird, NAB’s Chief Customer Officer-Corporate and Institutional Banking talks to the opportunities the infrastructure market offers and how our clients can benefit from Australia’s infrastructure investment.

Talking infrastructure
Portfolio construction tips

Portfolio construction tips

29 November 2017

Chris Black, a portfolio manager from Alexander Funds Management shares his insights on portfolio construction and what tips non institutional investors should and should not mimic from institutional investor portfolios.

Portfolio construction tips
Ethical investing

Ethical investing

28 November 2017

Tom Wirth, NAB’s GM of Balance Sheet Strategy shares his insights for Ethical investing and what role it can play in a portfolio.

Ethical investing
It’s back to business in securitisation

It’s back to business in securitisation

20 November 2017

Securitisation has been one of the compelling stories in the Australian market in 2017. Issuers are keen, investors are willing and there’s abundant appetite for new and exciting assets and structures.

It’s back to business in securitisation
Development and diversity: US$ Reg S comes of age in Asia Pacific

Development and diversity: US$ Reg S comes of age in Asia Pacific

8 November 2017

Increased global liquidity, Asia’s growing wealth and the rise of the regional investor base have made the US$ Reg S market an increasingly important source of funding for Asia Pacific issuers. NAB sees US$ Reg S issuance from Australian corporates tripled from 2016 to 2017, with ample room to grow.

Development and diversity: US$ Reg S comes of age in Asia Pacific
Fund innovation for investor preference

Fund innovation for investor preference

1 November 2017

Australia’s high-yield fixed-income market has evolved from being virtually non-existent just a few years ago to now offering a reasonably consistent funding option for Australian companies.

Fund innovation for investor preference
Adaptation finance: is the investing climate about to change?

Adaptation finance: is the investing climate about to change?

23 October 2017

It’s among the top three challenges facing us all according to the World Economic Forum – climate change adaptation. But there are challenges to financing such investments in Australia. How can we ensure critical infrastructure is resilient for a changing climate, integrating physical risk into investment practices?

Adaptation finance: is the investing climate about to change?
Australia’s dynamic superfunds

Australia’s dynamic superfunds

19 September 2017

Aussie superfunds face a world where investment themes are changing and there’s a continued search for yield. NAB’s latest Superannuation FX Hedging survey indicates they’re up to the challenge.

Australia’s dynamic superfunds
A new way to look at a tough problem

A new way to look at a tough problem

7 September 2017

The Queensland Government’s first social bond that seeks to reduce reoffending by young people has been launched by Life Without Barriers and NAB.

A new way to look at a tough problem
Can we afford not to be ethical income investors?

Can we afford not to be ethical income investors?

6 September 2017

Ethical investment was a hot issue at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit in July. NAB’s Mark Todd and a panel of ethical investment industry leaders discussed how this market is developing in Australia.

Can we afford not to be ethical income investors?
Where can investors find income (at a fair price)?

Where can investors find income (at a fair price)?

31 August 2017

A panel of fund managers and NAB’s Connie Sokaris discussed the vexing issue of how to create income in a low interest environment at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit.

Where can investors find income (at a fair price)?
The day after tomorrow’s economy

The day after tomorrow’s economy

25 August 2017

NAB’s Mark Todd and a panel considered the future of fintech and the implications for investment at the KangaNews-NAB Fixed Income Beyond the Institutional Sector Summit.

The day after tomorrow’s economy
Riding the infrastructure boom

Riding the infrastructure boom

18 August 2017

After the recent investor jitters triggered by the failure of some Public Private Partnership (PPP) toll roads, it looks like a new wave of infrastructure PPPs, kick-started by Federal and State Government investment, are making a strong comeback.

Riding the infrastructure boom
Socially responsible investing in Australia

Socially responsible investing in Australia

15 June 2017

Socially responsible investing (SRI) means integrating non-financial factors – such as ethical, social or environmental concerns – into the investment process with the aim of earning both a financial return and a moral ‘return’.

Socially responsible investing in Australia
NAB Monthly Business Survey: April 2017

NAB Monthly Business Survey: April 2017

8 May 2017

The NAB Monthly Business Survey posted another strong result in April, with both business conditions and confidence improving – pointing to ongoing strength in business activity in the near-term.

NAB Monthly Business Survey: April 2017
Superannuation Reforms – effective 1 July 2017

Superannuation Reforms – effective 1 July 2017

20 April 2017

On 1 July 2017, some of the biggest changes to superannuation in a decade come into effect. Some of the rules and tax concessions available are changing; discover what this means for you and what opportunities you could make the most of before the end of the financial year.

Superannuation Reforms – effective 1 July 2017
Impact investing – mixing profits with purpose

Impact investing – mixing profits with purpose

20 April 2017

Impact investing (sometimes also referred to as mission-related investing) is an investment strategy where an investor proactively makes investments that can generate both financial returns, as well as intentional social or environmental returns for the community.

Impact investing – mixing profits with purpose
China’s healthy appetite for Australian wellness

China’s healthy appetite for Australian wellness

18 March 2017

Australian businesses in the healthcare sector are well positioned to capitalise on significant changes in the Chinese healthcare system as major demographic shifts unfold in the world’s second largest economy.

China’s healthy appetite for Australian wellness
Franking credits with less downside risk

Franking credits with less downside risk

18 March 2017

Did you know that not all investors are eligible to claim the franking credits? There are a number of strategies investors may look to utilise to limit their exposure to a fall in the share price of their chosen stock, while remaining eligible to receive the franking credits.

Franking credits with less downside risk
From start-ups to turn-arounds, what is private equity?

From start-ups to turn-arounds, what is private equity?

17 March 2017

Private equity has made headlines in Australia over the past year or two, but for many of the wrong reasons. The demise of Dick Smith Holdings was a high profile collapse that impacted many shareholders and retail customers, and a lot of blame has been pointed at the private equity fund manager who floated the business.

From start-ups to turn-arounds, what is private equity?
NAB Monthly Business Survey: January 2017

NAB Monthly Business Survey: January 2017

14 February 2017

The strength witnessed in last month’s NAB Monthly Business Survey continued into January, with both business conditions and confidence jumping to much higher levels.

NAB Monthly Business Survey: January 2017
China Economic Update: February 2017

China Economic Update: February 2017

10 February 2017

From a political perspective, President Trump’s decision to withdraw from the TPP reflected US sentiment against globalisation, particularly in the mid-west rust belt.

China Economic Update: February 2017
NAB Monthly Business Survey: December 2016

NAB Monthly Business Survey: December 2016

31 January 2017

Business confidence has held up quite well and is remarkably steady given the context of major uncertainties both at home and abroad. That said, the level of confidence has not picked up to reflect the overall strength in business conditions seen over the past year or more.

NAB Monthly Business Survey: December 2016
2016 Year in Review: Capital Financing

2016 Year in Review: Capital Financing

10 January 2017

Steve Lambert, EGM Capital Financing, explains, innovation and volatility again dominated 2016. Markets were challenged by social, political and economic events which brought about new opportunities for our customers. We delivered insights and solutions to help them face into the increasing environment of disruption and regulation.

2016 Year in Review: Capital Financing
China Economic Update: November 2016

China Economic Update: November 2016

29 November 2016

Since the middle of 2015, the seven-day Shanghai Interbank Offered Rate (Shibor) has been unusually stable – when compared with the extreme volatility in this market over the preceding five years.

China Economic Update: November 2016
Monthly Financial Markets Update: October 2016

Monthly Financial Markets Update: October 2016

24 October 2016

In early September equity markets sold off after a US Federal Reserve official suggested interest rates could be increased at the September Fed meeting. Markets recovered later in the month when interest rates went unchanged.

Monthly Financial Markets Update: October 2016
How will Australians retire?

How will Australians retire?

20 October 2016

As Australia’s population ages and ‘baby boomer’ retirements head toward their zenith in 2025, a discussion on the Retirement Risk Zone, that is the 10 years leading to retirement, is timely.

How will Australians retire?
China Economic Update: September 2016

China Economic Update: September 2016

16 September 2016

The rust belt region has continued to underperform in recent times – as service focussed provinces have driven a greater share of China’s growth. In 2015, the three rust belt provinces were among the four weakest growing regions.

China Economic Update: September 2016
Monthly Financial Markets Update: August 2016

Monthly Financial Markets Update: August 2016

25 August 2016

The “X factors” that had been dominating negative market views – bad debts in the Italian and Chinese banking system, terrorism, political issues and the rise of anti-globalisation – have given way to a “fear of missing out” rally.

Monthly Financial Markets Update: August 2016
Cash and alternative assets still in favour.

Cash and alternative assets still in favour.

25 August 2016

We review July conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

Cash and alternative assets still in favour.
Monthly Financial Markets Update – July 2016

Monthly Financial Markets Update – July 2016

29 July 2016

It was a difficult month for equities with an initial sell off in early June, following the release of weak jobs growth figures in the United States and another decline later in the month following the UK’s decision to leave the European Union.

Monthly Financial Markets Update – July 2016
Infrastructure bonds: A missing market for retail investors?

Infrastructure Bonds: A missing market For retail investors?

22 July 2016

This is the sixth in a series of reports prepared by the Australian Centre for Financial Studies for National Australia Bank aimed at explaining the potential role of corporate bonds in retail investor portfolios and promoting growth of the corporate bond market.

Infrastructure bonds: A missing market for retail investors?
Monthly Financial Markets & Asset Allocation Update: June 2016

Monthly Financial Markets & Asset Allocation Update: June 2016

28 June 2016

Brexit is a significant shift in the geopolitical landscape, with associated uncertainty. Investors will need compensation for this with lower share prices. We believe a 15% global equity sell-off over the next 6-8 weeks is a reasonable base case.

Monthly Financial Markets & Asset Allocation Update: June 2016
Quality investing: What you need to know

Quality investing: What you need to know

28 June 2016

The concept of assessing a company’s quality gained popularity after the collapse of the tech bubble of 2001. Here we explore the quantitative and qualitative measures implemented to determine quality investments.

Quality investing: What you need to know
Monthly Financial Markets Update – May 2016

Monthly Financial Markets Update – May 2016

24 May 2016

In most of the major economies the outlook remains fragile, as a result of political uncertainty and disappointing earnings results. However recovery in equity prices has continued into April, primarily to the bounce in commodity prices and supportive central banks.

Monthly Financial Markets Update – May 2016
Monthly Financial Markets Update – April 2016

Monthly Financial Markets Update – April 2016

22 April 2016

In our April update, Nick Ryder, JBWere Investment Strategist, highlights that the local equity market faces a number of headwinds from the rise in the AUD, lower commodity prices, higher potential bank capital requirements and profit margin pressures.

Monthly Financial Markets Update – April 2016
Monthly Financial Markets Update – March 2016

Monthly Financial Markets Update – March 2016

22 March 2016

In our March update, Nick Ryder, NAB Private Wealth Investment Strategist, talks mixed messages with slumps in developed markets, India and China while the US posted slight improvements and Australia performed reasonably well. Meanwhile, Europe’s inflation entered negative territory.

Monthly Financial Markets Update – March 2016
The dining boom

The dining boom

3 March 2016

With the mining boom at an end, the dining boom has certainly fuelled the Australian agricultural sector. This sector is 5 percent of the Small Ordinaries and has been a source of great returns over the past few years.

The dining boom
Property Insight – Housing Update

Property Insight – Housing Update

18 February 2016

The property market is clearly cooling as a result of deterioration in affordability due to higher prices and marginally higher mortgage rates.

Property Insight – Housing Update
Asset Allocation Insight – February 2016

Asset Allocation Insight – February 2016

18 February 2016

In this discussion of alternative investments, Nick Ryder explains that the increased weighting in this asset class is the result of less attractive prices in traditional asset classes.

Asset Allocation Insight – February 2016
Property Insight: Gradual slowing in key metros

Property Insight: Gradual slowing in key metros

21 December 2015

In November we’ve seen small declines in dwelling prices in Sydney and Melbourne with auction clearance rates falling to 60% along with average selling time. Reversing recent trends, prices in other metros rose in November.

Property Insight: Gradual slowing in key metros
Monthly Financial Markets Update – December 2015

Monthly Financial Markets Update – December 2015

21 December 2015

In our December update, Nick Ryder, NAB Private Wealth Investment Strategist, highlights how equity markets rose again in November helped by expectations of further monetary stimulus from the European Central Bank.

Monthly Financial Markets Update – December 2015
Investment Insights: Modest house price growth predicted for 2016

Investment Insights: Modest house price growth predicted for 2016

19 November 2015

Movements in the residential property market affect everyone - whether you’re an investor, an owner occupier, or a renter. After several years of incredibly strong house price growth, primarily in Sydney and Melbourne, there is now heated debate over where prices are likely to move.

Investment Insights: Modest house price growth predicted for 2016
Investment Insight: the heart of the machine

Investment Insight: the heart of the machine

18 November 2015

The growth of the industrial internet phenomenon and its impact on our automated life. We look at how this trend is evolving the structure of companies that manufacture hardware and software technology.

Investment Insight: the heart of the machine
Monthly Financial Markets Update – November 2015

Monthly Financial Markets Update – November 2015

18 November 2015

Nick Ryder, NAB Private Wealth Investment Strategist, highlights how equity markets recorded their strongest rise in four years in October and continue to offer the best prospective returns of any asset class.

Monthly Financial Markets Update – November 2015
Strategy: investment timing and analysis

Strategy: investment timing and analysis

16 November 2015

Sally Campbell from JBWere looks at timing the market given recent volatility and how viewing the data more closely can help you understand what’s really happening below the surface.

Strategy: investment timing and analysis
Monthly Financial Markets Update – August, 2015

Monthly Financial Markets Update – August, 2015

13 August 2015

Global financial markets recovered in July following the debt deal in Greece and stabilisation of the Chinese stock market. Locally, the news is also good – the unemployment rate appears to have peaked while business conditions and confidence have also picked up.

Monthly Financial Markets Update – August, 2015
Your asset allocation guide – August 2015

Your asset allocation guide – August 2015

11 August 2015

An investment portfolio can be designed based on risk tolerance, age or lifestyle objectives but using historic average returns (of different asset classes) to build that portfolio can be dangerous.

Your asset allocation guide – August 2015
Your asset allocation guide – July

Your asset allocation guide – July

13 July 2015

Ructions in Greece and China are worrisome for investors but are unlikely to have a material impact on markets or on asset allocation recommendations.

Your asset allocation guide – July
Monthly Financial Markets Update – July, 2015

Monthly Financial Markets Update – July, 2015

13 July 2015

Financial markets remain focussed on a Greek exit from the Eurozone, wild gyrations on the Chinese equity market and further hints about a rise in US interest rates. Locally, markets are concerned about falling commodity prices and strong property prices.

Monthly Financial Markets Update – July, 2015
Improving access to the Corporate Bond market for retail investors

Improving access to the Corporate Bond market for retail investors

29 June 2015

NAB joins with the Australian Centre for Financial Studies to launch their report ‘Improving access to the Corporate Bond market for retail investors’ which assesses where the market currently is, the factors affecting its growth, and the impediments to connecting investors and issuers.

Improving access to the Corporate Bond market for retail investors
Monthly Financial Markets Update – June, 2015

Monthly Financial Markets Update – June, 2015

10 June 2015

The US Federal Reserve expects the US unemployment rate will fall to 5% by year end. Locally, the Reserve Bank of Australia is hoping lower interest rates will translate to a lower Australian dollar which would help the non-mining sectors.

Monthly Financial Markets Update – June, 2015
Monthly Financial Markets Update – May, 2015

Monthly Financial Markets Update – May, 2015

11 May 2015

The US economy recorded slower jobs growth in April while GDP growth slowed to a crawl. This means the US Federal Reserve may delay raising interest rates until September. In Australia, jobs growth was higher than expected while core inflation sits comfortably in the middle of the Reserve Bank’s target range.

Monthly Financial Markets Update – May, 2015
Your asset allocation guide – May

Your asset allocation guide – May

11 May 2015

Developed market equities appear expensive compared to average long-term price-to-earnings ratios. However, given relatively subdued earnings growth, many investors argue that they aren’t expensive when compared to current bond yields.

Your asset allocation guide – May
Monthly Financial Markets Update – April 2015

Monthly Financial Markets Update – April 2015

13 April 2015

The US Federal Reserve has given itself the flexibility to raise interest rates from June, responding to record jobs growth. Meanwhile in Australia, consumer and business confidence has eased back in the most recent surveys, despite the recent interest rate cut.

Monthly Financial Markets Update – April 2015
Your asset allocation guide – April 2015

Your asset allocation guide – April 2015

13 April 2015

Knowing when to reduce the proportion of equities in a portfolio and when to increase exposure to other asset classes like property, cash and bonds, can be part science and part art. Valuations, fundamentals and sentiment all play a role.

Your asset allocation guide – April 2015
Your Money, Your Call: Are we in a yield bubble?

Your Money, Your Call: Are we in a yield bubble?

27 March 2015

NAB’s Director of Fixed Income, Mark Todd, is joined by John Pearce from UniSuper and Nick Bishop from Aberdeen to discuss where rates are headed, equities with sustainable dividends, and whether we're in a bond yield bubble.

Your Money, Your Call: Are we in a yield bubble?
Your Money, Your Call: The success of Europe

Your Money, Your Call: The success of Europe

24 March 2015

NAB’s Director of Fixed Income, Mark Todd, speaks with Tano Pelosi from Antares and Matthew Johnson from UBS about inflation and interest rates in Europe, along with the actions of European Central Bank President Mario Draghi.

Your Money, Your Call: The success of Europe
Monthly Financial Markets Update – March, 2015

Monthly Financial Markets Update – March, 2015

12 March 2015

A February interest rate cut and a strong company reporting season buoyed the Australian share market while overseas, resolution of Greek debt negotiations and continuing monetary stimulus, benefited developed global markets.

Monthly Financial Markets Update – March, 2015
Investment Strategy: Back to the future?

Investment Strategy: Back to the future?

11 March 2015

Over recent years, the impressive growth of ETFs has seen somewhat of a reversal back to direct investing with more than 100 ETFs now listed on the ASX, offering investors the opportunity to quickly and easily access global equity, bond, currency and commodity markets.

Investment Strategy: Back to the future?
Your asset allocation guide – March 2015

Your asset allocation guide – March 2015

11 March 2015

With bond yields at or near record lows in many parts of the world, particularly Europe, but with share markets in the United States and Germany hitting fresh record highs, signals are mixed, so it may be time to consider alternative investment opportunities.

Your asset allocation guide – March 2015
Understanding the mindsets of US investors

Understanding the mindsets of US investors

17 February 2015

The US Private Placement market offers a rich source of long-term funds for a wide range of Australian corporates. Our latest survey reveals the key factors that influence US investor buying decisions and their expectations for 2015.

Understanding the mindsets of US investors
The higher education sector: A new borrower in the market

The higher education sector: A new borrower in the market

12 February 2015

Government funding for new infrastructure in the higher education sector has recently dried up. As a result, a number of universities are accessing capital markets and bank loans for their infrastructure financing needs – in turn offering significant opportunities for debt providers.

The higher education sector: A new borrower in the market
Investment Strategy: Learning from past mistakes

Investment Strategy: Learning from past mistakes

10 February 2015

Long-term US research shows investors are frequently driven by fear and greed in their decisions - for example, selling out in weak markets. However, more recent findings show the average investor has learned from some past mistakes.

Investment Strategy: Learning from past mistakes
Your asset allocation guide – February 2015

Your asset allocation guide – February 2015

10 February 2015

2014 was another strong year for international shares, with only part of the gains for Australian investors attributed to a weaker AUD. However, with the prospect of Australian interest rates falling further, investors’ future income from currency hedging is unlikely to be as high.

Your asset allocation guide – February 2015
Monthly Financial Markets Update – February 2015

Monthly Financial Markets Update – February 2015

10 February 2015

Global equity prices in developed markets lost 0.5% in January, with strong gains in Europe offset by weakness in the United States. Australian shares rose 3.3% while the Australian dollar fell four cents to US$0.78, against a strengthening US Dollar.

Monthly Financial Markets Update – February 2015
Your asset allocation guide – December 2014

Your asset allocation guide – December 2014

16 December 2014

Overall, global equity markets are in a sweet spot. China, Japan and Eurozone Central Banks are looking at ways to maintain economic growth, while the United States has completed its quantitative easing and is looking at the appropriate time to raise official interest rates.

Your asset allocation guide – December 2014
Monthly Financial Markets Update – December 2014

Monthly Financial Markets Update – December 2014

16 December 2014

Global equity markets extended the October sharp rally through November, while gains were broadly based in Europe, Japan and the United States. Locally, fourth quarter data continues to show improvement in business credit and capital investment from non-mining sectors.

Monthly Financial Markets Update – December 2014
Investor Education: How to better understand economic indicators

Investor Education: How to better understand economic indicators

12 November 2014

While one economic indicator is a statistic about economic activity, a range of economic indicators paint a picture of how the Australian economy is performing. They can also influence interest rates, exchange rates, commodity and stock market prices. Nick Ryder explains them in detail.

Investor Education: How to better understand economic indicators
Your asset allocation guide – November 2014

Your asset allocation guide – November 2014

12 November 2014

While equity valuation measures imply US shares are about 60% overvalued versus long-term averages, returns could be as low at 0.2% per annum if valuations return to long-term averages. Therefore, as Nick Ryder explains, there’s a need to find additional sources of portfolio returns.

Your asset allocation guide – November 2014
Monthly Financial Markets Update – November, 2014

Monthly Financial Markets Update – November, 2014

12 November 2014

Global equity markets staged a sharp turnaround in October. It was led by the US where their Federal Reserve reassured markets that interest rate rises remain data dependent. Meanwhile, there was additional modest improvement seen in Australian business and consumer confidence.

Monthly Financial Markets Update – November, 2014
Monthly Financial Markets Update – October 2014

Monthly Financial Markets Update – October 2014

13 October 2014

While the US economy remains robust, Australian shares fell 5.4% as markets digested falling commodity prices, a weaker Aussie dollar and the possible introduction of policy brakes on housing credit, as James Wright, JBWere Chief Investment Officer reports.

Monthly Financial Markets Update – October 2014
Investment Strategy: How to choose a managed fund

Investment Strategy: How to choose a managed fund

13 October 2014

Managed funds offer an attractive way for investors to obtain exposure to an asset class that would be very difficult to access directly or in a diversified form. But how do you select one from the thousands on offer? Nick Ryder, NAB Private Wealth Investment Strategist, investigates.

Investment Strategy: How to choose a managed fund
Your asset allocation guide – October 2014

Your asset allocation guide – October 2014

13 October 2014

With the large fall in the Australian Dollar over the past month, we’re reminded that currencies are good “shock absorbers” in financial markets and the economy. We share some suggestions for how best to manage your portfolio in this changing environment.

Your asset allocation guide – October 2014
AFR Special Report: Social Impact Investing

AFR Special Report: Social Impact Investing

30 September 2014

Following a recent NAB-hosted roundtable event on Social Impact Investing, The Australian Financial Review today released editorial covering the topic from two journalists who were in attendance, James Dunn and Jonathan Shapiro.

AFR Special Report: Social Impact Investing
Smart structuring for philanthropic giving

Smart structuring for philanthropic giving

17 September 2014

Since 2000, changes have been made to how philanthropic efforts are treated by the Australian tax system – offering smarter ways for donors to arrange their giving to benefit them and future generations. JBWere Consultant, John McLeod discusses how to structure your philanthropic giving.

Smart structuring for philanthropic giving
Monthly Financial Markets Update – September 2014

Monthly Financial Markets Update – September 2014

12 September 2014

With better US economic data, global markets were stronger in August. Locally, as James Wright, JBWere Chief Investment Officer explains, company reporting season was positive and stocks rewarded for delivering solid earnings, yields or capital management.

Monthly Financial Markets Update – September 2014
Investment Strategy: Objective based investment strategies

Investment Strategy: Objective based investment strategies

10 September 2014

People invest so they can have more money in the future than they have today. However, they have different objectives which generally fall into three categories: preserve capital; generate income and grow capital, as Nick Ryder, NAB Private Wealth Investment Strategist reports.

Investment Strategy: Objective based investment strategies
Your asset allocation guide – September 2014

Your asset allocation guide – September 2014

10 September 2014

There are options to consider when allocating property to your portfolio. NAB Private Wealth aligns its views with those of institutional investors and favours core unlisted commercial property, with low to moderate gearing, rather than listed property securities or residential property.

Your asset allocation guide – September 2014
Your Money, Your Call: Are you a disengaged investor?

Your Money, Your Call: Are you a disengaged investor?

20 August 2014

NAB’s Director of Fixed Income, Mark Todd, chats with Mercer's Sue Wang and the National Party's Kevin Hogan about disengaged investors - people who are uninterested in closely monitoring their superannuation - and the importance of more simple and transparent products for these people.

Your Money, Your Call: Are you a disengaged investor?
Monthly Financial Markets Update – August 2014

Monthly Financial Markets Update – August 2014

14 August 2014

Despite US equity markets posting fresh records in July, a late, large fall saw equity markets finish lower. While valuations are stretched, JBWere Chief Investment Officer, James Wright, reports that the US economic recovery should support current earnings forecasts.

Monthly Financial Markets Update – August 2014
Your asset allocation guide – August 2014

Your asset allocation guide – August 2014

13 August 2014

After deciding that US equity market valuations are over-stretched, we’ve changed our asset allocation recommendations. In particular, we’ve decreased our exposure to international shares from over-weight to neutral and increased our cash weighting from neutral to overweight.

Your asset allocation guide – August 2014
Investment Strategy: Understanding equity income funds

Investment Strategy: Understanding equity income funds

13 August 2014

Equity income funds are those which aim to generate income from investing in shares. But as NAB Private Wealth Investment Strategist, Nick Ryder reports, the issue is whether investors should care whether they get profits through dividends or capital gains.

Investment Strategy: Understanding equity income funds
Your asset allocation guide – July 2014

Your asset allocation guide – July 2014

24 July 2014

Even though equity prices are high compared to historical levels, we believe equity valuations are not excessive, so equities are still attractive compared to other asset classes. We provide insights on our favoured asset classes and how best to position your portfolio.

Your asset allocation guide – July 2014
Monthly Financial Markets Update – July 2014

Monthly Financial Markets Update – July 2014

24 July 2014

The US equity market posted fresh highs in June, but price support remains good globally and locally, says James Wright, Chief Investment Officer, JBWere. Read more for currency and property news from the NAB FX Strategy team and Nick Ryder, NAB Private Wealth Investment Strategist.

Monthly Financial Markets Update – July 2014
Investment Strategy: Rebalance your global equities exposure

Investment Strategy: Rebalance your global equities exposure

24 July 2014

It’s time to revisit your global equity exposure. Following a period of strong performance in international shares, it may be a good time to consider taking some profits and rebalancing your portfolio back to long term target weightings, says Duncan Niven, Analyst JBWere.

Investment Strategy: Rebalance your global equities exposure
Your Money, Your Call: Are we in bubble territory?

Your Money, Your Call: Are we in bubble territory?

22 July 2014

NAB’s Director of Fixed Income, Mark Todd, chats with Adam Goldstien from Skeggs Goldstien and Simon Ibbetson from Millinium about which asset classes are facing bubbles, along with discussing some markets where good value lies.

Your Money, Your Call: Are we in bubble territory?
Your Money, Your Call: Economic update

Your Money, Your Call: Economic update

7 July 2014

NAB’s Director of Fixed Income, Mark Todd, is joined by NAB Head of Research Peter Jolly and Laminar economist Stephen Roberts to discuss the Australian and US economies, along with the Australian Federal Budget and issues posed by our ageing population.

Your Money, Your Call: Economic update
Your Money, Your Call: Update on cash rates and the RBA

Your Money, Your Call: Update on cash rates and the RBA

1 July 2014

NAB’s Director of Fixed Income, Mark Todd, chats about where interest rates are headed and their subsequent impact on term deposits with AFR columnist, Chris Joye and Montgomery Investment Management strategist, Andrew Macken.

Your Money, Your Call: Update on cash rates and the RBA
Your Money, Your Call: US Federal Outlook for 2014-15

Your Money, Your Call: US Federal Outlook for 2014-15

1 July 2014

NAB’s Director of Fixed Income, Mark Todd, discusses the 2014-15 outlook for the US Federal reserve and interest rates with AFR columnist, Chris Joye and Montgomery Investment Management stategist, Andrew Macken.

Your Money, Your Call: US Federal Outlook for 2014-15
Your asset allocation guide – June 2014

Your asset allocation guide – June 2014

18 June 2014

The synchronised movement in bond and equity prices has many strategists wondering what is going on - both the bond market and equity market cannot be right about future growth. We provide insights on our favoured asset classes and how best to position your portfolio.

Your asset allocation guide – June 2014
Monthly Financial Markets Update – June 2014

Monthly Financial Markets Update – June 2014

18 June 2014

Last month, investors ignored mixed economic data and geopolitical risks to push the US share market to a record high, reports James Wright, Chief Investment Officer, JBWere. Read more to also find out what happened in currency markets and the residential property market from Nick Ryder

Monthly Financial Markets Update – June 2014
Your Money, Your Call: Aged based investing

Your Money, Your Call: Aged based investing

16 June 2014

NAB’s Director of Fixed Income, Mark Todd, introduces the concept of aged-based investing in corporate bonds and how institutional players are becoming active in this space.

Your Money, Your Call: Aged based investing
Your Money, Your Call: Where is The Equity Market Going?

Your Money, Your Call: Where is The Equity Market Going?

20 May 2014

NAB’s Director of Fixed Income, Mark Todd, discusses what is happening in the Equity Market with FNArena analyst Rudi Fliepek-Vandyck, and how 2014 is looking like the year that the investors from the sidelines will come back to the share market in light of volumes coming back.

Your Money, Your Call: Where is The Equity Market Going?
Your Money, Your Call: Developments in the Corporate Bond Market

Your Money, Your Call: Developments in the Corporate Bond Market

14 May 2014

In this episode of Your Money, Your Call, NAB’s Director of Fixed Income, Mark Todd, looks at the developments in the corporate bond market, including Simple Bond Legislation, with AFR columnist, Chris Joye and Montgomery Investment Management strategist, Andrew Macken.

Your Money, Your Call: Developments in the Corporate Bond Market
Your Money, Your Call: BHP and inflation

Your Money, Your Call: BHP and inflation

28 April 2014

NAB’s Director of Fixed Income, Mark Todd, is joined by FNArena analyst Rudi Filapek-Vandyck. They begin by discussing investing in BHP stock, before assessing inflation - including current forecasts and how velocity, innovation and the labour market can impact upon it.

Your Money, Your Call: BHP and inflation
Australian Debt Securities and Corporate Bonds – October 2013

Australian Debt Securities and Corporate Bonds – October 2013

29 October 2013

How to add Australian Debt Securities & Corporate Bonds to a portfolio. We bring you the third of five research reports examining the Australian corporate bond market. In this report we cover the important topic of accessing the fixed income market and the various methods investors can use to access debt securities and corporate bonds.

Australian Debt Securities and Corporate Bonds – October 2013