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Privacy Policy for GoalsGetter by Nikko Asset Management New Zealand Limited (Nikko AM NZ) May 2021

SHARE THIS Privacy Policy for GoalsGetter by Nikko Asset Management New Zealand Limited (Nikko AM NZ) May 2021 We need to collect some of your personal information to provide you with the best possible service. The purpose of this policy is to give you...

2022 Asian Equity Outlook: Well positioned to navigate tightening

SHARE THIS We believe that Asian economies are well positioned to navigate monetary tightening in the US. Government finances are healthier, as are corporate balance sheets. Most Asian economies are digitising faster than their western peers, while...

Change as the only constant: investing in a world in transition

SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...

Net zero made in Asia

SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...

Resilience and attractiveness of Asian local bonds

SHARE THIS Asian local currency bonds are expected to thrive as the region’s central banks end their rate hike cycle on the back of easing inflation. We believe that strong fundamentals, high-quality yields and limited foreign ownership are other...

Shift to secular growth could be a “real deal” moment for Japan equities

SHARE THIS The current rise in Japanese equities could have legs, setting it apart from other phases in the previous 30 years which often led to disappointment. Japan’s shift from cyclical to secular growth, highlighted by labour shortages fuelling a...

Navigating China markets amidst property sector headwinds

SHARE THIS Nikko Asset Management’s investment experts delve into the risks and opportunities arising from China’s flagging economy and its weakening property sector.

Repressed Inflation May Bubble to the Surface Next Year

SHARE THIS Whether for year-end management reasons, or as a result of political considerations, it is a fact that the US Federal Reserve has allowed effective monetary conditions to ease over the last month. The public sector has injected more than...

Our Company

SHARE THIS Nikko Asset Management History Leadership Awards Global Offices We actively manage over NZD$ billion* of investments. We manage domestic assets through our Auckland-based investment teams and employ carefully selected offshore managers to...

Reaping big rewards in Asian small caps

SHARE THIS Grace Yan, a Senior Portfolio Manager and a member of the Nikko AM Asian Equity Team, talks about the underlying reasons behind her recent success in winning Citywire Asia’s Best Fund Manager award and her passion about uncovering hidden...

Navigating Japan Equities: Monthly Insights from Tokyo (April 2023)

SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...

Balancing Act: Global Multi-Asset Quarterly (Q3 2024)

SHARE THIS Volatility dominated risk markets in the early part of the July-September quarter, while perceptions of the US employment environment also had an impact. Over the quarter, we kept an overweight position on growth assets and maintained a...

2021 Asian Equity Outlook

SHARE THIS Asian countries have, by and large, handled the COVID-19 pandemic better than their western counterparts and are now emerging from that nadir. Most of these countries have plenty of fiscal and/or monetary stimulus headroom. And this superior...

Nikko AM Global Cookie Policy

SHARE THIS (revised 8 Jan 2021) How we use cookies Cookies are small pieces of data stored on your device that help us to remember who you are and show you content that is relevant to your interests. Besides improving your experience, this also helps...

Funding high-impact climate action with green bonds

SHARE THIS The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns...

A fundamental change for AI?

SHARE THIS As the exponential growth of machine learning kicks in, we believe that big technology companies with the first mover advantage in AI and high-end manufacturers of AI-focused hardware and microprocessors, notably Asian players, are in a...

Did DeepSeek cause an AI paradigm shift?

SHARE THIS The speed at which AI applications are becoming part and parcel of daily life is breathtaking, with DeepSeek's apparent breakthrough merely accelerating an inevitable, fundamental change in the field. We firmly believe these breakthroughs...

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