NAOS News & Insights

CEO INSIGHTS – Week Ending 31 Mar 2017 BY NAOS Asset Management

“The retail space is going through changes, with emerging younger brands showing traditional outlets that it’s possible to open new stores if you do it...

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CEO INSIGHTS – Week Ending 24 Mar 2017 BY NAOS Asset Management

“We see the consumer shifts within digital commerce, with a larger share of our growth coming through our apps” Mark Parker, CEO, Nike

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CEO INSIGHTS – Week Ending 17 Mar 2017 BY NAOS Asset Management

"Consumer tastes are changing and concerns around health and not consuming too much sugar creates a lot of opportunities" Alison Watkins, MD, Coca-Cola...

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CEO INSIGHTS – Week Ending 10 Mar 2017 BY NAOS Asset Management

“The single most important shop we have in the world is our dotcom store” Kasper Rorsted, CEO, Adidas

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NAOS INVESTOR PRESENTATION- presentation materials

This March the NAOS team travelled Australia for the bi-annual NAOS Investor Roadshows. During the presentation our investment team provided an update on...

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CEO INSIGHTS – Week Ending 3 Mar 2017 BY NAOS Asset Management

“We are encouraged by the improved US macroeconomic outlook following the presidential election, while investment income should benefit from higher bond...

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CEO INSIGHTS – Week Ending 24 Feb 2017 BY NAOS Asset Management

“In the international market, conditions are challenging. Cheaper oil has led to strong capacity growth on international routes – pushing fares down and...

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CEO INSIGHTS – Week Ending Friday 17 Feb 2017 BY NAOS Asset Management

“The housing market in Australia is the gift that keeps on giving”  Mike Kane, MD, Boral

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CEO INSIGHTS – Week Ending Friday 10/02/2017 BY NAOS Asset Management

“We have been here before, we know protection doesn't work. The US erected trade barriers in the 1920s such as through the Smoot-Hawley Act and the era of...

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CEO INSIGHTS – Week Ending Friday 03/02/17 BY NAOS Asset Management

“No matter what way you look at it in our industry there is a skills shortage, and trying to get the right people over the top of client engagements is...

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