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Assuming accounts is optional, and lesson is optional, the following results were found.

  • Do hedge fund strategies have a place in KiwiSaver?

    SHARE THIS The short answer is: it depends on the hedge fund you are looking at, and how they’re implemented to a wider KiwiSaver portfolio.

    https://www.nikkoam.co.nz/articles/do-hedge-fund-strategies-have-a-place-in-kiwisaver

  • Japan Value Insights

    SHARE THIS Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.

    https://www.nikkoam.co.nz/articles/2021/japan-value-2109

  • Global Fixed Income Quarterly - Q3 2021 Outlook

    SHARE THIS As we roll into the August lull, we cannot help but ask the question: Where has the reflation trade gone? Expectations were for a display of heroism by the Federal Reserve (Fed) with Chair Jerome Powell announcing his grand taper plan at the...

    https://www.nikkoam.co.nz/articles/2021/global-fixed-income-quarterly-outlook-2107

  • Net zero carbon: Is it all just hot air?

    SHARE THIS "Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde.

    https://www.nikkoam.co.nz/articles/2021/net-zero-carbon-is-it-all-just-hot-air

  • Emerging market fixed income quarterly

    SHARE THIS Emerging Markets (EM) debt began 2021 by consolidating after an exceptional performance at the end of 2020. The negative performance was mostly driven by a widening of US Treasury yields while spreads remained broadly unchanged.

    https://www.nikkoam.co.nz/articles/2021/emerging-market-fixed-income-quarterly-q2

  • Palm oil investing through an ESG lens

    SHARE THIS Does investing in palm oil companies pose a controversy or present an opportunity? Here is a deep-dive analysis of the palm oil sector and the material ESG issues facing it. All in all, we believe that positive ESG changes represent a strong...

    https://www.nikkoam.co.nz/articles/2021/palm-oil-investing-through-an-esg-lens

  • Japan Equity Monthly - February 2021

    SHARE THIS We assess the factors that enabled the Nikkei to rise above the 30,000 threshold for the first time since 1990; we also view the recent Robinhood frenzy from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-february-2021

  • 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...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-outlook-2021

  • Emerging market fixed income quarterly

    SHARE THIS The third quarter of 2020 corresponded to a continued recovery of all emerging markets (EM) debt segments, albeit at a slower pace compared to the second quarter. The market’s positive momentum faded in July and August and a mild...

    https://www.nikkoam.co.nz/articles/2020/emerging-market-fixed-income-quarterly

  • 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

  • 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...

    https://www.nikkoam.co.nz/about-us/our-company

  • Institutional Investors

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    https://www.nikkoam.co.nz/invest/institutional

  • Wholesale Funds

    Nikko AM NZ provides comprehensive investment solutions to corporate superannuation schemes, community trusts, charitable trusts, foundations, corporations, other fund managers and other wholesale investors. In addition to the wholesale funds below,...

    https://www.nikkoam.co.nz/invest/institutional

  • Future Quality Insights – February 2022 - History rhymes

    SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2202

  • Harnessing Change-Monthly Insights: Asian Equity (December 2024)

    SHARE THIS Despite concerns about Donald Trump's impact on emerging markets, historical data shows that during his first term as US president, China, South Korea and Taiwan outperformed the S&P 500 although they are the most trade-sensitive equity...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-december-2024

  • The Future Quality approach to navigating the AI arms race

    SHARE THIS The emergence of AI has dramatically shifted the future pathway for the technology sector, and our research has found that this emerging structural trend chimes with our Future Quality principles.

    https://www.nikkoam.co.nz/articles/2024/the-future-quality-approach

  • Narratives and Liquidity: A Personal Journey

    SHARE THIS In my experience, there is nothing so powerful for asset markets as an “unquantifiable positive story and a tonne of liquidity”. Russell Napier’s Library of Mistakes in Edinburgh looks brilliantly at some of the madness that has taken hold...

    https://www.nikkoam.co.nz/articles/narratives-and-liquidity-a-personal-journey

  • 2023 Asian equity outlook

    SHARE THIS As we look towards 2023, it is easy to be overwhelmed by the broader permutations of possible outcomes. But things don’t appear so dire in Asia. Inflation, which is effectively a value transfer from net consumers to net producers, may...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-outlook-2023

  • The Inelastic Supply Curve

    SHARE THIS We have little (in fact, virtually no) doubt that the opening salvos of the monetary response to the Pandemic were driven by a sense of panic rather than by calculated analysis. The Federal Reserve appeared to be downplaying internally as...

    https://www.nikkoam.co.nz/articles/the-inelastic-supply-curve-2

  • A Round Trip to the Plaza Hotel, and the End of Orthodoxy

    SHARE THIS As the famous 1980s’ bumper sticker (almost) said, “shocks happen”. The global economy / ecosystem is an inherently dynamic entity, constantly changing its shape and composition. Some of these changes will of course favour some economies...

    https://www.nikkoam.co.nz/articles/a-round-trip-to-the-plaza-hotel,-and-the-end-of-orthodoxy

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