Fixed Income

Investment Insights by our experts and thought leaders

Asia Credit - A Separate Allocation

Why Asia Credit should stand alone from Global Emerging Market Debt.

A New Zealand Bond Manager's Perspective on the Year Ahead

For New Zealand investors, what do we think 2017 holds in store for fixed income?

House View: Bullish on Global Equities and the USD in 2017

Nikko AM's Global Investment Committee's 2017 Outlook — More Economic and Equity Reflation, Despite Less Dovish Central Banks

How Trump seals China’s policy trilemma

Our China Fixed Income expert in Singapore expounds upon how the Trump election is forcing China into taking specific economic policies.

Five Charts to Keep an Eye On – Making sense of this unique investment environment

Following the US election, we have seen bond rates continuing to increase, a stronger US dollar, firmer commodity prices, and a US stock market at all-time highs. Is optimism around the US President-elect’s fiscal expansion masking the true deflationary picture?

Italian Referendum: Nikko AM Europe Fixed Income Commentary

We expect Italian assets to underperform until it becomes clear who will be able to form and lead a new government. Nevertheless the outcome of the referendum was already priced into financial markets.

Trump’s impact on NZ equities, bonds

Neither Brexit nor Trump’s win was an accident – ‘the people’, in particular the working and middle classes, are purposefully and deliberately giving the political elites a thump on the nose.

Hard Brexit? Keep calm and carry on — 04 Nov Update

Simon Down, one of our senior fixed income portfolio managers in London, gives his latest analysis on the evolving Brexit situation.

Hard Brexit? Keep calm and carry on

With several months passing since the UK referendum on EU membership, two of our senior fixed income portfolio managers in London, Simon Down and Holger Mertens, update their views.

It has continued to be a wild roller-coaster ride for investors, and unfortunately, it is not likely to be very calm for the foreseeable future. Investors must keep a keen eye on geopolitical risk and be ready to act if such appear to accelerate into a situation that could significantly impact markets.