Search Nikko AM

 
Assuming articles is optional, and is-saudi-arabia-finally-winning-the-global-oil-war is optional, the following results were found.

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

    SHARE THIS According to Wall Street lore, investors should “sell in May and go away”, but June's rally once again reduces the credence of this strategy. Still, the outlook remains uncertain despite improvements in terms of trade policy tensions and...

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

  • Japan elections put focus on fiscal questions and tariff impacts

    SHARE THIS The recent Japanese Upper House elections resulted in the ruling coalition losing its majority, leading to market uncertainty. Despite potential challenges in policy-making, ongoing trade negotiations with the US and fiscal discipline...

    https://www.nikkoam.co.nz/articles/2025/japan-elections-fiscal-questions-july-2025

  • Future Quality Insights: structural shifts in AI, energy and defence shaping tomorrow’s returns

    SHARE THIS As always, we are focused on finding ideas that are supported by the four pillars of Future Quality investing: franchise quality, integrity of management, balance sheet strength and valuation. We expect AI, energy and defence to continue...

    https://www.nikkoam.co.nz/articles/2025/future-quality-insights-july-2025

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

    SHARE THIS Growth assets remain appealing, as we believe that global economic growth will stay resilient despite the ongoing uncertainties. In defensive assets, high yield stands out as it offers higher levels of return than traditional bonds while...

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

  • Fed, BOJ and China navigate uncertain growth and inflation paths

    SHARE THIS US and Japanese central banks held rates steady amid mixed economic signals, with the Fed facing internal dissent and the BOJ turning modestly hawkish. Meanwhile, China appears to be opting for strategic caution. As rising tariffs and...

    https://www.nikkoam.co.nz/articles/2025/fed-boj-china-navigate-uncertain-august-2025

  • Old Movies

    SHARE THIS In late 1991, the author moved to Asia as Dresdner Asset Management’s new young economist. Cue lots of earnest work on trade, production and, fortunately, capital flows and monetary variables as well.

    https://www.nikkoam.co.nz/articles/2025/old-movies-july-2025

  • New Zealand Fixed Income Monthly (July 2025)

    SHARE THIS One significant theme in fixed income markets has been bifurcation between the prices of government debt, which have been comparatively low, and the prices of other bonds such as those issued by companies and local authorities. Amid this...

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

  • New Zealand Equity Monthly (July 2025)

    SHARE THIS A key area of focus is the earnings season in August and whether there are signs of recovery. Other focal points are migration trends and developments related to US tariffs. New Zealand companies do export to the US, but in our view it is...

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

  • Global Equity Quarterly (Q2 2025)

    SHARE THIS The sky isn’t the limit for financial markets, and the stars won’t provide guidance or answers. We will keep our feet firmly on the ground, continuing our search for Future Quality ideas, where we believe stock selection will remain the key...

    https://www.nikkoam.co.nz/articles/2025/global-equity-quarterly-q2-2025

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

    SHARE THIS Japan’s July upper house elections marked a pivotal moment in its political and economic trajectory. While the ruling coalition’s loss raises concerns over fiscal discipline, it could steer Japan toward a consumption-led economy. Japan could...

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

  • 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.

    https://www.nikkoam.co.nz/sp/ark/five-innovation-platforms-investors-shouldnt-miss-in-2019

  • 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...

    https://www.nikkoam.co.nz/sp/nikkoam-ark-disruptive-innovation-fund-lp

  • 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...

    https://www.nikkoam.co.nz/sustainability

  • 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...

    https://www.nikkoam.co.nz/privacy-statement

  • 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...

    https://www.nikkoam.co.nz/insights/outlook-2022

Quick Links