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  • Future Quality Insights – August 2022 - Halgos and three steps for navigating the road ahead

    SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2208

  • Global Equity Quarterly (Q2 2022)

    SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q2-2022

  • A big comeback: Rising fortunes of Asia’s small caps

    SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...

    https://www.nikkoam.co.nz/articles/2022/rising-fortunes-asian-small-caps-2210

  • Global Equity Quarterly (Q3 2022)

    SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q3-2022

  • Global Equity Quarterly (Q4 2022)

    SHARE THIS Current equity market conditions dictate that you choose your investment attire particularly carefully. In our view, buying profitless technology companies is like going up a Scottish mountain wearing flip-flops. You might get away with it,...

    https://www.nikkoam.co.nz/articles/2023/global-equity-quarterly-q4-2022

  • New Zealand Fixed Income Monthly – February 2023

    SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...

    https://www.nikkoam.co.nz/articles/2023/nz-fixed-income-monthly-february-23

  • Future Quality Insights -May 2023-A bridge over troubled waters

    SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2305

  • Global Equity Quarterly (Q1 2023)

    SHARE THIS At times of stress, we believe that it makes sense for investors to reach for something that has recently provided comfort. Our view is that that is exactly what we have seen in Q1, as banking stock volatility has led investors back into the...

    https://www.nikkoam.co.nz/articles/2023/global-equity-quarterly-q1-2023

  • Capital efficiency initiative in Japan highlights market opportunity

    SHARE THIS Japan’s corporate governance reform started nearly a decade ago is an ongoing process, but it received a boost from the Tokyo Stock Exchange’s latest initiative in January. The latest chapter in corporate governance reform coupled with...

    https://www.nikkoam.co.nz/articles/2023/capital_efficiency_initiative_in_japan_highlights_market_opportunity

  • Future Quality Insights -November 2023-New regime, new learning

    SHARE THIS The last few quarters have been a good reminder that we are in a changing world. As a result, we need to focus always on investing in enduring franchises and we would suggest that our Future Quality approach is soundly placed in that regard....

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2311

  • Balancing Act-Monthly insights: Multi-Asset Team-November 2023

    SHARE THIS We have held on to our view that the “higher for longer” narrative is not necessarily bad for equities, as robust earnings are supported by a US economy that continues to grow at above-trend rates. However, we are also sympathetic to the...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-nov-2023

  • Future Quality Insights: healthcare offers diversification from market hot spots

    SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...

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

  • Global Equity Quarterly Q1 2024

    SHARE THIS Dreams have a place in the world. However, in stock markets, cashflows often serve as gravity when share prices display dream-like behaviour. Fortunately, our Future Quality philosophy, coupled with our consistent process of reviewing the...

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q1-2024

  • New Zealand Equity Monthly (April 2024)

    SHARE THIS New Zealand is seeing its first set of climate-related disclosures. Under this regime which began in January 2023, large organisations release "climate statements" about the potential impact of their operations on the climate and vice versa,...

    https://www.nikkoam.co.nz/articles/2024/nz-equity-monthly-april-2024

  • Global Equity Quarterly (Q2 2024)

    SHARE THIS Perhaps there may be disappointment at the lack of money-spinning applications pertaining to AI which may cause investor sentiment to cool. Nevertheless, the improvements in earnings and cash flow appear sustainable so far and are certainly...

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q2-2024

  • Staying on the road less travelled

    SHARE THIS As global equity investors, we are often asked how we have successfully navigated an evolving market landscape since the strategy’s inception in 2014. The truth can ultimately be attributed to three key factors: humility, collaboration with...

    https://www.nikkoam.co.nz/articles/2024/2410-staying-on-the-road-less-travelled

  • Global Equity Quarterly (Q3 2024)

    SHARE THIS The markets suggest that growth will stay at a premium in the short term. Hence, our focus on Future Quality companies, especially those capable of taking market share as the economic backdrop worsens, may prove beneficial.

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q3-2024

  • Future Quality Insights: pandemic memories and ongoing impact on companies

    SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2412

  • Investment Outlook 2023

    SHARE THIS Investment Outlook 2023 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Strategy 2023 Global macro outlook: Ten predictions No single catch-phrase epitomises the...

    https://www.nikkoam.co.nz/insights/outlook-2023

  • Investment Outlook 2024

    SHARE THIS Investment Outlook 2024 Find out about our investment teams' outlook across asset classes and geographies. Equity China equity outlook 2024 Opportunities amid pivot to advanced manufacturing, technological self-sufficiency by Asian Equity...

    https://www.nikkoam.co.nz/insights/outlook-2024

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