CORPORATE AND INSTITUTIONAL

Industry and economic insights to help position our customers for the future

FEATURED CONTENT

23 Nov 2021

Place matters: ESG and communities

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.

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16 Nov 2021

NAB Superannuation FX Hedging Survey 2021: summary

Our 10th biennial survey – the only survey of its kind to examine hedging techniques of Australian Super Funds – captures their shifting priorities in this rapidly changing landscape.

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24 Nov 2021

Changing mindset for digital risks – NAB cyber security roundtable

The breathtaking pace of cyber attacks in a constantly evolving threat landscape needs an even faster shift in thinking for today’s business leaders.

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6 Oct 2021

NAB Corporate Cash Index: Q2 2021

The NAB Corporate Cash Index draws on our own Corporate and Institutional Banking client insight analytics to reveal cash management trends.

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IN FOCUS: Sustainability

The rise in ESG investing can help address gaps in Australia’s affordable and specialist housing sector through innovative funding models, NAB’s experience in the UK shows.

A landmark $1.8 billion green sustainability-linked loan sets ambitious targets for reducing energy and water usage for a major fleet of city trains and maintenance centre.

A look at what’s been happening in the sustainable finance market in Australia and abroad.

INSIGHTS, TRENDS AND CASE STUDIES

Our latest weekly consumer tracking data to 14 May was broadly quite encouraging.

NAB’s Commercial Property Index rose to +11 pts in Q1, building on the gains seen in the last quarter when the index moved back into positive territory for the first time in 2 years.

The S&P500 high to low fall since the early January high puts it down 19% year to date and although not officially in bear market territory yet, looks to be only a matter of time.

The UK’s unemployment rate fell to it’s lowest level since 1974 and along with a further pickup in average earnings growth, now see money markets pricing 125bps of BOE rate hikes by December.

It’s clear that with unemployment close to full employment levels and inflation way above target and forecast to rise higher, Australian interest rate settings should no longer be anywhere close to the emergency low settings implemented in the pandemic.

The biggest news overnight is commodities, oil prices are up, which threatens to prolong the inflation narrative.

COVID lockdowns point to weaker growth and greater uncertainty in the near term.

US Consumer Sentiment fell further than expected to be at its lowest level since August 2011 and with consumer confidence so low, the risk of recession is rising.

We now expect the global economy to grow by around 3.4% in 2022 and 2023. For Australia, we continue to be optimistic on the economy expecting above-trend growth this year and ongoing strength in the labour market.

Risk assets remained out of favour as concerns over inflation and recession risk continued to dominate.

Growth set to slow to below its long-run average

Another volatile session in markets with an upward surprise in the April US inflation data release adding an extra layer of uncertainty

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