Market Narratives

The onset of a global pandemic has led to a dislocation in global financial markets and the re-basing of asset prices and valuations across every asset class. In this environment of extreme volatility and uncertainty, Investment Magazine brings you timely insights from investment experts responsible for managing risk and finding new opportunities.

Rob Mann

head of asian equity, Nikko Asset Management

Outlook on Asia: Opportunities and challenges post COVID-19

As China reopens post COVID-19, it appears supply is recovering faster than demand. What are the implications for its trading partners and how will world markets respond? Join Rob Mann as he navigates his way through Asia, emerging markets, the US and Australia, sharing his insights and uncovering investment opportunities.

Earn 0.75 CPD points

Watch the webinar: https://www.nikkoam.com.au/adviser/cpd-centre/2020-global-investment-series#Rob_Mann_Webinar

Multi-asset investing taking on a new role: Vontobel’s Seiler

With savings plans failing to generate returns due to rock-bottom interest rates, Daniel Seiler from Vontobel Asset Management has predicted investors will begin to develop multi-asset portfolios rather than just cash, instead of just taking on straight equity exposure.

Jessica SierSeptember 17, 2020

articleMarket Narratives

Finding ‘crisis alpha’ through systemic investing

Many may have argued central bank stimulus has destroyed trends and manipulated markets, but that doesn't mean new trends can't emerge, even if they are not as predictable, Kathryn Kaminski explains.

Jessica SierSeptember 16, 2020

ArticleMarket Narratives

Beyond Covid-19: The ‘U-bend’ recovery

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

Newton Investment ManagementSeptember 10, 2020

Market Narratives

Outlook on Asia: Opportunities and challenges post COVID-19

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