ASX:NSC

See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

See what The CEO's thought of Green Energy, Credit Growth and Urbanisation this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“I don't think there is anything to worry about, even if we do see further falls. I'm not in the business of being able to predict day-by-day or week-by-week movement of industries. But I'm not worried about what we're seeing” Andrew Formica, Co-CEO, Janus Henderson Show More

Listed managed investments: 2017 in review

Peter Rae
Peter Rae Independent Investment Research

2017 was a good year for global equity markets and this was reflected in the performance of listed managed investments, with those focused on international equities delivering the best returns. With global markets now displaying greater volatility and some major falls over the past week, performance of individual LMIs in... Show More

See what The CEO's thought of Agriculture, Gold and Social Media this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“Few countries grow a significant number of sheep like Australia. With global demand for sheep, meat and wool continuing to strengthen, the market for suitable land is very buoyant, with record prices being achieved for these grazing assets, supported principally by well-capitalised local farming families” Danny Thomas, Director, CBRE Asia... Show More

Microcap Managers Continue to Outperform ETF’s

Mark Tobin
Mark Tobin Independent Investment Research

We are half way through FY18 and microcap and small caps indexes have continued where they left off in Q1, and then some. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation Index returned as you will recall a minuscule 1.0% for the Q1FY18. In stark contrast,... Show More

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See what The CEO's thought of Tourism, Telecommunications and Financial Markets this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“Overall, given the strength of CEO expectations on employment, Australia could add more than 400,000 new jobs in 2018. An achievement of this magnitude would make critical inroads into both the rate of unemployment and the naggingly high rate of ­underemployment” Innes Willox, CEO, AI Group Show More

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See what The CEO's thought of Commodities, US Tax Reform and Heavy Industry this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“Tax reform gives us the opportunity to be more competitive globally and to accelerate plans for the U.S. Some guiding themes are clear and consistent with how we've been investing — lower prices for customers, better wages and training for associates and investments in the future of our company, including... Show More

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See what The CEO's thought of Crypto Currencies, US Tax Reform and Residential Housing this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“In terms of crypto currencies generally, I can say, almost with certainty that they will come to a bad ending. When it happens, I don’t know” Warren Buffett, Chairman, Berkshire Hathaway Show More

See what The CEO's thought of the Domestic Economy, Media and Cattle this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“This acquisition Fox & Disney reflects a changing media landscape, increasingly defined by transformative technology and evolving consumer expectations. As we've repeatedly discussed in earnings calls and in other forums, today's empowered consumers want more, more compelling, high-quality entertainment, more access to content, more choice, and more convenience” Robert Iger,... Show More

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Listed Managed Investments: Quarterly Review

Peter Rae
Peter Rae Independent Investment Research

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 42 listed investment companies, listed investment trusts and Active ETFs including commentary, investment views and ratings. We look across a number of sectors and investing strategies and provide insight into performance, discounts and premiums to... Show More

See what The CEO's thought of Bitcoin, Gold and Technological Change this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“The current fascination with these currencies feels more like a speculative mania than it has to do with their use as an efficient and convenient form of electronic payment” Phillip Lowe, Governor, RBA Show More

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A big year for LICs

Peter Rae
Peter Rae Independent Investment Research

2017 was an exceptional year for new listed investment company and listed investment trust raisings, with 14 new entities raising a total of $4.2bn via initial public offers. This significantly exceeded the funds raised by new LIC/LIT offers in the previous two years and lifted the total number of LICs... Show More

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See what The CEO's thought of Agriculture, Taxation and Advertising this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“From early in the day, we experienced visitor numbers that far exceeded our expectations” Rocco Braeuniger, Country Manager, Amazon Australia Show More

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See what The CEO's thought of Wool Prices, Selling into China and Dairy this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“Anyone in Australia who thinks they can just find a Chinese partner and have instant success in selling their products there is kidding themselves” Mark Allison, CEO, Elders Show More