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  • Have Bond Markets Become Unfit for Purpose?

    SHARE THIS Rather surprisingly, a UK tabloid newspaper recently contacted the author following the seemingly spectacular “blow up” in the UK bond markets, and the subsequent “crises” within the pension / insurance sectors. The journalist clearly wanted...

    https://www.nikkoam.co.nz/articles/2022/have-bond-markets-become-unfit-for-purpose

  • Another Unusual Year – the Outlook for 2023

    SHARE THIS The subject of inflation has of course dominated markets in 2022 and most investors – no doubt cheered by some recent improvements in the reported rate of US headline inflation – are hoping that the issue will fade over the course of 2023...

    https://www.nikkoam.co.nz/articles/2022/another-unusual-year-–-the-outlook-for-2023

  • The Inelastic Supply Curve

    SHARE THIS We have little (in fact, virtually no) doubt that the opening salvos of the monetary response to the Pandemic were driven by a sense of panic rather than by calculated analysis. The Federal Reserve appeared to be downplaying internally as...

    https://www.nikkoam.co.nz/articles/the-inelastic-supply-curve-2

  • A Round Trip to the Plaza Hotel, and the End of Orthodoxy

    SHARE THIS As the famous 1980s’ bumper sticker (almost) said, “shocks happen”. The global economy / ecosystem is an inherently dynamic entity, constantly changing its shape and composition. Some of these changes will of course favour some economies...

    https://www.nikkoam.co.nz/articles/a-round-trip-to-the-plaza-hotel,-and-the-end-of-orthodoxy

  • Opinion: Our ageing population and immigration settings are bad for all of us

    SHARE THIS Population growth, demographic changes and immigration policy are all important factors that followers of investment markets play close attention to. These are drivers that have a profound impact on a country's future.

    https://www.nikkoam.co.nz/articles/2022/opinion-our-ageing-population-and-immigration-settings-are-bad-for-all-of-us

  • 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/articles/2021/oldark

  • It’s Different This Time: Inflation Versus Deflation, Credit versus Money

    SHARE THIS It may not be quite as profound as the eternal “chicken and the egg question” but nevertheless we suspect that deep in the bowels of some academic institutions, aging economists are still debating which came first, money or credit? Did the...

    https://www.nikkoam.co.nz/articles/2021/its-different-this-time

  • Time to revisit China sovereigns and policy bank bonds

    SHARE THIS Following a tumultuous 2020 marked by the COVID-19 pandemic, global growth in 2021 is expected to improve on the back of positive vaccine developments and continued government measures. However, the pace of recovery is likely to be uneven...

    https://www.nikkoam.co.nz/articles/2021/time-to-revisit-china-sovereigns-and-policy-bank-bonds

  • Can the Rest of the World Afford Higher US Inflation?

    SHARE THIS There is a relatively simple narrative dominating markets at present, namely that the US economic recovery will accelerate as the latest stimulus measures are enacted, the output gap will close (if you believe it is negative – or it will...

    https://www.nikkoam.co.nz/articles/2021/can-the-rest-of-the-world-afford-higher-us-inflation

  • Meditation for investment professionals

    SHARE THIS The investment industry is constantly searching for ways to improve its decision-making processes. Some firms increase their research teams while others move into quantitative fields such as machine learning. Amid this constant search, we...

    https://www.nikkoam.co.nz/articles/2021/meditation-for-investment-professionals

  • Deficits Don’t Matter – At Least Until They Do……

    SHARE THIS During the 1980s, the favourite worry for most economists – or Cassandras - was always deficits, be they fiscal or current account deficits (and the USA of course had both throughout the 1980s).

    https://www.nikkoam.co.nz/articles/2021/at-least-until-they-do

  • 2021 Emerging Markets Fixed Income Outlook

    SHARE THIS Despite the devastating human and economic toll caused by the COVID-19 pandemic across the globe, and in many emerging economies in particular, emerging market debt investors were rewarded with positive returns in 2020, with local currency,...

    https://www.nikkoam.co.nz/articles/2021/emerging-markets-outlook-2021

  • Could Inflation Haunt the World in 2021?

    SHARE THIS Since 1995, the price of an ‘average’ restaurant meal in the USA has increased by 102%. Since 2009, the price of a meal has increased by 25%. Hotel prices have increased by 50% since 1995, and by 30% since the GFC (if we exclude the Covid-19...

    https://www.nikkoam.co.nz/articles/2020/could-inflation-haunt-the-world

  • 2021: A Year of Divergence?

    SHARE THIS We suspect that many investors have become accustomed to a seemingly synchronized world with relatively little currency volatility – in a sense over recent years we seem almost to have been back in the 1960s, a period during which moves in...

    https://www.nikkoam.co.nz/articles/2020/a-year-of-divergence

  • Inflation Is Regressive; Scenarios for 2021

    SHARE THIS During his now quite famous Jackson Hole session this year, the Fed Chairman outlined what at face value looks to be a profound shift in the Fed’s way of thinking about the economy.

    https://www.nikkoam.co.nz/articles/2020/inflation-is-regressive

  • Timing right to borrow our way to a stronger economy in 2020

    SHARE THIS Timing right to borrow our way to a stronger economy in 2020 A recent Bloomberg article estimated that a decade of low interest rates and asset purchases by global central banks has left the world with a record US$250 trillion of government,...

    https://www.nikkoam.co.nz/media-center/press-releases/2019/timing-right-to-borrow-our-way-to-a-stronger-economy-in-2020

  • 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

  • Our Company

    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...

    https://www.nikkoam.co.nz/about-us/our-company

  • Stewardship Code

    SHARE THIS Nikko Asset Management (Nikko AM) adopts the “Principles for Responsible Institutional Investors”, also known as “Japan's Stewardship Code”, in relation to our investments in publicly traded Japanese stocks. Acceptance of the Stewardship...

    https://www.nikkoam.co.nz/legal/stewardship-code

  • China Equity - Insights on China

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    https://www.nikkoam.co.nz/sp/china-equity/our-insights-on-china

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