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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.

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...

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.

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...

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...

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...

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...

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...

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...

Five Innovation Platforms Investors Shouldn’t Miss in 2019

SHARE THIS During the fourth quarter, the MSCI World Index, S&P 500 and NASDAQ posted their weakest results since late 2008, pushing valuations to their lowest levels since 2014.

Nikko AM ARK Disruptive Innovation Fund

SHARE THIS Disruptive Innovation Introducing the Nikko AM ARK Disruptive Innovation Fund At Nikko AM we believe that disruptive innovation is key to investing in the future. In August 2017, Nikko AM partnered with ARK Invest – a company focused solely...

Sustainability homepage

SHARE THIS Download Sustainability Report 2024 (4MB PDF) Our work, investments and processes has environment, social and governance (ESG) considerations built firmly in our core. We are determined to support the firms we invest in to improve their...

Privacy Policy for GoalsGetter by Nikko Asset Management New Zealand Limited (Nikko AM NZ) May 2021

SHARE THIS Privacy Policy for GoalsGetter by Nikko Asset Management New Zealand Limited (Nikko AM NZ) May 2021 We need to collect some of your personal information to provide you with the best possible service. The purpose of this policy is to give you...

Investment Outlook 2022

SHARE THIS Investment Outlook 2022 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Download Investment Outlook 2022 eBook Download & read on the go — a tablet-friendly collection...

Sustainability - Insights and News

SHARE THIS SUSTAINABILITY Insights & News insights 18 December 2024 Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability...

China Equity - Insights on China

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