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

18 April 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

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