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  • Australian equity monthly - January 2021

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 0.3% during the month. Australian equities outperformed most key offshore markets during the month as equity markets saw a pull-back late in the month. COVID-19 cases passed the 100 million mark...

    https://www.nikkoam.co.nz/articles/2021/australian-equities-monthly-january-2021

  • Australian equity monthly - February 2021

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...

    https://www.nikkoam.co.nz/articles/2021/australian-equities-monthly-february-2021

  • Can the Rest of the World Afford Higher US Inflation?

    SHARE THIS There is a relatively simple narrative dominating markets at present, namely that the US economic recovery will accelerate as the latest stimulus measures are enacted, the output gap will close (if you believe it is negative – or it will...

    https://www.nikkoam.co.nz/articles/2021/can-the-rest-of-the-world-afford-higher-us-inflation

  • Nikko Asset Management Group Environmental Policy

    SHARE THIS Objective Nikko Asset Management Group (Nikko Asset Management Co., Ltd. and its subsidiaries hereafter collectively referred to as the “Nikko AM” or “we”) is a leader in the Asian financial services industry serving clients around the...

    https://www.nikkoam.co.nz/environment-policy

  • What Next for Bonds?

    SHARE THIS The rise that has occurred within longer term bond yields over recent weeks has certainly been “enthusiastic”, and we suspect that many view the move as being no more than a belated / overdue reaction to the higher rates of inflation within...

    https://www.nikkoam.co.nz/articles/2022/what-next-for-bonds

  • Dire Straits? Or a New Era

    SHARE THIS Last month’s ever austere Bundesbank Monthly Report contained an essay on Pension Reform in Germany. The article is quite long but suggests that the German Pension system only has two long term options to maintain its solvency: either accept...

    https://www.nikkoam.co.nz/articles/2022/dire-straits-or-a-new-era

  • The Big Questions for 2023

    SHARE THIS We have been saying for some time that inflationary pressures within the global goods markets may have peaked (at least for now) and that the global economy is slowing rapidly on the back of what are now very weak real incomes, collapsing...

    https://www.nikkoam.co.nz/articles/2022/the-big-questions-for-2023

  • Investing in a multipolar world

    SHARE THIS Between still high levels of inflation, fast-tightening central banks, a growing energy crisis in Europe and slow growth in China, it is easy to imagine a bleak growth outlook. But these difficult dynamics also harbour opportunities often...

    https://www.nikkoam.co.nz/articles/2022/investing-in-a-multipolar-world-october-2022

  • The Demise of the Once Mighty US Dollar?

    SHARE THIS As an undergraduate economist, the subject of foreign exchange reserves and reserve currencies garnered scant attention because we were in a world of floating currencies in which FX intervention, when it did occur, was only ever modest and...

    https://www.nikkoam.co.nz/articles/2023/the-demise-of-the-once-mighty-us-dollar

  • New Zealand Equity Monthly (June 2024)

    SHARE THIS A look back at the past six months reveals the extent to which New Zealand’s equity market has missed out on the strength seen in many other global markets. Amid these struggles, however, the New Zealand market’s sensitivity to interest...

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

  • The Future Isn’t What it Was

    SHARE THIS A few weeks ago, we began experimenting with the hypothesis that households – and even some governments – were starting to reassess their long-term income expectations. Years of weak productivity growth, concerns over economic efficiency,...

    https://www.nikkoam.co.nz/articles/2024/the-future-isn’t-what-it-was-2

  • After Trump’s win, fiscal policy and inflation risks in focus

    SHARE THIS Following Donald Trump's US presidential election win, in the near term we remain constructive on US growth and stocks, with the markets expecting corporate tax cuts and seeing a general penchant toward deregulation across industries as...

    https://www.nikkoam.co.nz/articles/2024/2410-after-trump-win-fiscal-policy

  • Code of Ethics

    SHARE THIS I. Purpose and Scope A. Purpose Nikko Asset Management is committed to upholding the highest standards of business ethics and conduct. We are proud of this commitment and consider it fundamental to earning and maintaining the trust of our...

    https://www.nikkoam.co.nz/code-of-ethics

  • Nikko Natural Resources Fund (Equity and Currency) Australian DollarCourse Wins Lipper Award for Best Fund

    SHARE THIS - 2013 Japan Lipper Fund Awards - Nikko Natural Resources Fund (Equity and Currency) Australian DollarCourse Wins Lipper Award for Best Fund

    https://www.nikkoam.co.nz/media-center/press-releases/2013/20130318

  • Nikko AM Recognised in Three Categories in Asia Asset Management’s 2018 Best of the Best Awards

    SHARE THIS Nikko AM Recognised in Three Categories in Asia Asset Management’s 2018 Best of the Best Awards Nikko Asset Management has been recognised across three categories in Asia Asset Management’s 2018 Best of the Best Awards. Asia Asset...

    https://www.nikkoam.co.nz/media-center/press-releases/2018/nikko-am-recognised-in-three-categories-in-asia-asset-management’s-2018-best-of-the-best-awards

  • Nikko AM Recognised in Two Categories in Asia Asset Management’s 2019 Best of the Best Awards

    SHARE THIS Nikko AM Recognised in Two Categories in Asia Asset Management’s 2019 Best of the Best Awards Nikko Asset Management (Nikko AM) has been recognised across two categories in Asia Asset Management’s 2019 Best of the Best Awards. Asia Asset...

    https://www.nikkoam.co.nz/media-center/press-releases/2019/nikko-am-recognised-in-two-categories-in-asia-asset-management’s-2019-best-of-the-best-awards

  • I am | Together we are Nikko AM

    SHARE THIS About Strategies Contact Iain Fulton Portfolio Manager, Global Equity LEARN MORE Stuart Williams Portfolio Manager, Head of New Zealand Equity LEARN MORE William Low Portfolio Manager, Head of Global Equity LEARN MORE Fergus McDonald...

    https://www.nikkoam.co.nz/sp/i-am

  • Nikko AM Wins Four Categories in Asia Asset Management's 2020 Best of the Best Awards

    SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management's 2020 Best of the Best Awards Nikko Asset Management (Nikko AM) has won four categories at the Asia Asset Management 2020 Best of the Best Country Awards - selected in Japan for Fund...

    https://www.nikkoam.co.nz/media-center/press-releases/2020/nikko-am-wins-four-categories-in-asia-asset-management-s-2020-best-of-the-best-awards

  • Multi-asset monthly - November 2020

    SHARE THIS With the US presidential election now behind us, the two candidates seem to be proceeding in parallel universes. The apparent winner, President-elect Joe Biden, has transition planning and inauguration on his mind while President Donald...

    https://www.nikkoam.co.nz/articles/2020/multi-asset-november-2020

  • ESG Insight: Biden’s most critical investment

    SHARE THIS At the time of writing, Democrat presidential candidate Joe Biden leads the polls by 10 percentage points and will likely be elected President of The United States on 3 November 2020. The potential for a Democrat “Blue Wave” with control of...

    https://www.nikkoam.co.nz/articles/2020/biden-most-critical-investment


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