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Hi Guys

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Hi Team,

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To the MM team,

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Hey Guys,

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Hi guys. Thanks for the behind-the-scenes work which go in. Could you give you thoughts and implications with the Japanese rate curve please. Obviously the currency is being targeted so push the rate control to be raised. If they were to allow the rates to go to 1.5-2% what would happen with our own bonds and equities, along with other international markets. How about exchange rates? How likely and timeframes for such a move?

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Hi Team MM,

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Hi Guy’s

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Hi James,

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The Sector has been sold down with intos bailing out withdrawing FUM in the current cycle building cash
This has impacted performance. With MFG Magellan, IFL Insignia and PPT Perpetual at close to record lows, and paying high dividends of 7%
It would appear to be an ideal time to BUY
Performance other than MFG has been affected by merger takeovers which will ensure diversification of product offerings going forward
What is your view?

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How do you think NHC will perform over the next 12 months

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