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  • Harnessing Change-Monthly Insights: Asian Equity (April 2025)

    SHARE THIS We can expect more aggressive policy support from Chinese authorities over the next several months for consumption and business activities, prompted by the still uncertain global trade situation. Despite the ongoing volatility and...

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

  • Trump’s first 100 days: a new economic regime takes shape

    SHARE THIS With a new economic regime potentially taking shape, we believe that now is an opportune time to consider an active global fixed income approach to navigate what is likely to be a prolonged period of uncertainty.

    https://www.nikkoam.co.nz/articles/2025/trumps-first-100-days-may-2025

  • On the ground in Asia-Monthly Insights: Asian Fixed Income (April 2025)

    SHARE THIS Against a more challenging but still benign macroeconomic backdrop, we expect Asian corporate and bank credit fundamentals to stay resilient, aside from a few sectors and specific credits which may be affected by tariff threats or...

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-april-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (May 2025)

    SHARE THIS In this month's Balancing Act we review Q1 corporate earnings, which have been more resilient than expected; from a defensive standpoint we also discuss our cautious view on gold.

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-may-2025

  • Navigating Japan Equities: Monthly Insights From Tokyo (June 2025)

    SHARE THIS We discuss how growing calls to reduce Japan's consumption tax rate provide a chance to focus on how consumption can be stimulated, potentially triggering a secular change in spending behaviour; we also assess the recent surge in super-long...

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-june-2025

  • Japan plays the long game to keep structural recovery intact

    SHARE THIS Japanese equities have not been immune to tariff worries. However, it is worth remembering that Japan is playing the long game: the country is undergoing structural reflation driven by factors unlikely to be reversed by market volatility or...

    https://www.nikkoam.co.nz/articles/2025/japan-plays-long-game-june-2025

  • Harnessing Change-Monthly Insights: Asian Equity (May 2025)

    SHARE THIS Markets, while volatile, have continued to recover, and we are now seeing an easing of trade tensions. However, in these uncertain times, one thing remains clear—uncertainty itself. The situation remains fluid, and against such a background...

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

  • New Zealand Fixed Income Monthly (May 2025)

    SHARE THIS The RBNZ's interest rate cut in May was viewed as a hawkish reduction, with the central bank seen moving closer to the point at which it will consider pausing the cycle to observe the benefits the current monetary policy settings can bring...

    https://www.nikkoam.co.nz/articles/2025/nz-fixed-income-monthly-may-2025

  • New Zealand Equity Monthly (May 2025)

    SHARE THIS New Zealand’s climate-related disclosures regime came into effect for reporting periods beginning on or after 1 January 2023 and the first rounds of annual reports were released in 2024. Now that the second year of reporting is underway, we...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-may-2025

  • Exceptionalism, Goldilocks, TACO and FOMO

    SHARE THIS One hundred and fifty-three quarters have passed since the rather “political” Alan Greenspan was appointed the Chairman of the Federal Reserve. According to our Demand Pressure Index, which seeks to provide a better estimate of the output...

    https://www.nikkoam.co.nz/articles/2025/exceptionalism-goldilocks-taco-and-fomo-june-2025

  • FOMC: projections highlight heightened uncertainty in rate outlook

    SHARE THIS The Fed maintained interest rates at its June meeting, signalling a slightly more positive economic outlook. Despite easing of some risks, uncertainties remain elevated, with inflation still a key concern. FOMC members' varied rate...

    https://www.nikkoam.co.nz/articles/2025/fomc-projections-heightened-june-2025

  • On the ground in Asia-Monthly Insights: Asian Fixed Income (May 2025)

    SHARE THIS We continue to believe that Asia's local government bonds are positioned to perform decently, supported by accommodative central banks amid an environment of benign inflation and moderating growth.

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-may-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (June 2025)

    SHARE THIS US exceptionalism has faded from view recently, supporting an exodus from US assets. However, our stance remains that the US is core to our investment thesis, allowing us to remain part of the secular growth trend in technology innovation...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-june-2025

  • Global Investment Committee’s outlook: narrowing growth differentials

    SHARE THIS The GIC assesses that the probability of slower yet positive growth in the US has increased. The GIC anticipates a narrower growth gap between the US and other developed markets, with selective diversification into European and Chinese...

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

  • QE, It Just Won’t Go Away...

    SHARE THIS The Federal Reserve has finally thrown its weight behind the long-proposed change in what is known as the Supplementary Liquidity Ratio for banks, ostensibly so that the banks will then be able to buy more government bonds.

    https://www.nikkoam.co.nz/articles/2025/qe-just-wont-go-away-june-2025

  • China's tech sector: the long march to innovation

    SHARE THIS With slowing growth and an ongoing trade war to handle, China appears to be in a crisis management mode. However, the country is at an inflection point where major structural shifts are occurring as it strives to climb up the technological...

    https://www.nikkoam.co.nz/articles/2025/chinas-tech-sector-july-2025

  • Navigating Japan Equities: Monthly Insights From Tokyo (July 2025)

    SHARE THIS This month we assess how Japan losing its place as the world's largest creditor in fact underscores the country's transformation over the years; we also discuss the recent crude oil market disruptions from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-july-2025

  • New Zealand Fixed Income Monthly (June 2025)

    SHARE THIS With uncertainty over tariffs, geopolitical disruption and the paths taken by central banks continuing to impact global markets, it may be instructive to look back at the RBNZ’s last monetary policy decision as we try to determine the future...

    https://www.nikkoam.co.nz/articles/2025/nz-fixed-income-monthly-june-2025

  • New Zealand Equity Monthly (June 2025)

    SHARE THIS In June, New Zealand’s equity market performance largely reflected ongoing weakness in the country’s economy, with defensive stocks acting as the main drivers of performance.

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-june-2025

  • On the ground in Asia-Monthly Insights: Asian Fixed Income (June 2025)

    SHARE THIS While credit fundamentals and decent demand-supply technicals are supportive, we are wary of trade and geopolitical re-escalation risks. We are therefore inclined to take a more cautious and defensive approach over the near term.

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-june-2025

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