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  • Global fixed income outlook 2024

    SHARE THIS We present our 2024 outlook for sustainable fixed income, core markets and credit markets.

    https://www.nikkoam.co.nz/articles/2023/global-fixed-income-outlook-2024

  • New Zealand Fixed Income Monthly – January 2024

    SHARE THIS Despite continued struggles with inflation in New Zealand and elsewhere, our view is that the RBNZ’s next change to the OCR is likely to be downward, albeit at a later timing than the market has recently been expecting.

    https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-jan-24

  • Why we should pay special attention to Japan’s Q4 capex surge

    SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...

    https://www.nikkoam.co.nz/articles/2024/why-we-should-pay-special-attention-to-japan-q4-capex-surge-2024

  • Nikkei reaches all-time high: five reasons the rally will endure

    SHARE THIS Japan equity was the best-performing asset class in 2023, but despite the Nikkei reaching all-time highs in 2024, Japan also recently experienced economic contraction. Against that backdrop, Japan Equity Investment Director Junichi Takayama...

    https://www.nikkoam.co.nz/articles/2024/nikkei-reaches-all-time-high-2024

  • Nikko AM Wins Best Fund House, Japan

    SHARE THIS Nikko AM Wins Best Fund House, Japan A category of AsianInvestor’s Asset Management Awards 2020 On 4 May, Nikko Asset Management (Nikko AM) was announced as the Best Fund House, Japan in the 2020 Asset Management Awards by AsianInvestor, one...

    https://www.nikkoam.co.nz/media-center/press-releases/2020/nikko-am-wins-best-fund-house-japan

  • Future Quality Insights - March 2021

    SHARE THIS The introduction of the EU’s Sustainable Finance Disclosure Regulation in March 2021 will see significant changes to the way asset management is conducted. It includes new disclosure requirements for investment firms to address...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-global-q4

  • The case for Asian small caps

    SHARE THIS Exhibiting an extensive track record of outperformance versus big caps and offering good diversification from traditional equities, we believe that Asian small-cap stocks provide numerous investment merits for long-term investors.

    https://www.nikkoam.co.nz/articles/2021/the-case-for-asian-small-caps

  • Shocks we have known and return of the macro

    SHARE THIS The author is old enough to remember the rolling power cuts and “three day weeks” during 1973 and 1974 in the UK that were introduced by the government of the day in order to conserve the UK’s energy supplies in the wake of the first oil...

    https://www.nikkoam.co.nz/articles/2021/shock-we-have-know-and-return-macro

  • Navigating credit opportunities in a recovering world

    SHARE THIS The momentum gained by the global credit market in 2020 has continued into 2021 and we appear to be on track for another strong year of performance. Low government bond yields, ample liquidity and improving credit quality have supported a...

    https://www.nikkoam.co.nz/articles/2021/navigating-credit-opportunities-recovering-world

  • Multi-asset Monthly - August 2021

    SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-august-2021

  • Balancing Act-Monthly insights: Multi-Asset Team-January 2022

    SHARE THIS As is often the case, markets are a better reflection of general sentiment than news headlines and so far, it points to an ongoing global recovery as equities hold their gains of 2021 and long-term bond yields rise. It may not be time yet to...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-january-2022

  • Balancing Act-Monthly insights: Multi-Asset Team-April 2022

    SHARE THIS Relief rallies are always encouraging but do not necessarily portray parting clouds for a return to “normal” market conditions. The market is still digesting a rather dizzying array of challenging dynamics that have unfolded quickly over the...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-april-2022

  • Consumption potential in China’s lower-tier cities

    SHARE THIS While consumer sentiment may be weaker across China presently, we believe that the long-term outlook for the country’s consumer sector remains attractive. China’s lower-tier cities are stepping up to fuel the growth engine that once relied...

    https://www.nikkoam.co.nz/articles/2023/consumption-potential-in-chinas-2301

  • Press Release - 20230522_01

    SHARE THIS Nikko AM Repeats Success at The Asset Awards in 2023 Nikko Asset Management (Nikko AM) garnered three awards at The Asset Triple A Sustainable Investing Awards 2023. On 4 May, the firm was recognised again as Asset Management Company of the...

    https://www.nikkoam.co.nz/media-center/press-releases/2023/press-release-230522_01

  • Navigating Japan Equities: Monthly Insights from Tokyo (January 2024)

    SHARE THIS This month we discuss why the equity market is relatively unaffected by the political scandal shaking Japan’s ruling party; we also assess how 2024 could become an inflection point in the country’s “savings to investments” drive.

    https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-january-2024

  • Press Release - 20240515_01

    SHARE THIS Nikko AM Wins Five Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in five categories of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/press-releases-20240515_01

  • Japan’s equity market a hotspot for active investment

    SHARE THIS Japan Equity Investment Director Junichi Takayama explains how active management can help identify opportunities, particularly within the small and mid-cap markets.

    https://www.nikkoam.co.nz/articles/2024/japans-equity-market-a-hotspot-for-active-investment-2024

  • Politics, governance reform and engagement opportunities in Japan equities

    SHARE THIS Following the surprise result of the snap election in October 2024, Japanese politics has entered a very unique phase. We discuss how the fluid political situation could positively impact the Japanese market, which is already feeling the...

    https://www.nikkoam.co.nz/articles/2025/politics-governance-reform-japan-equities-2025

  • Global Investment Committee’s outlook: regime shift to a more volatile world

    SHARE THIS With the US “exceptionalism” narrative fading, we see value in global diversification. We observe potential turning points in Europe and China equities that may serve as opportunities to diversify global portfolios. Volatile market...

    https://www.nikkoam.co.nz/articles/2025/gic-outlook-march-2025

  • Press Release - 250321_01

    SHARE THIS Nikko AM Wins Asset Class Award in the AsianInvestor Asset Management Awards 2025 Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 20 March for an Asset Class Award in the Japan Equity category of AsianInvestor’s Asset Management...

    https://www.nikkoam.co.nz/media-center/press-releases/2025/press-release-250321_01


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