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.
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.
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...
SHARE THIS "Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde.
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.
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...
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.
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...
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...
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...
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...
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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,...
SHARE THIS Nikko Asset Management and Legal & General Investment Management Announce a Business Cooperation Agreement "Nikko Asset Management and Legal & General Investment Management (LGIM) have signed a business cooperation agreement for the...