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  • Balancing Act-Monthly insights: Multi-Asset Team-March 2022

    SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-march-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-February 2022

    SHARE THIS We are generally neutral to slightly cautious in our view of countries whose bonds are relatively more sensitive to UST movements. Within Asia currencies, we prefer the Chinese renminbi and Malaysian ringgit over the Indian rupee and the...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-february-22

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-February 2022

    SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-february-2022

  • Navigating Japan Equities: Monthly Insights from Tokyo (March 2022)

    SHARE THIS This month we discuss how higher long-term yields could impact Japanese stocks; we also focus on how robust exports could play a role in boosting the country’s long stagnant wage growth.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-march-2022

  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2022)

    SHARE THIS We analyse the course the Bank of Japan could take as other major central banks move towards policy change; we also take a deeper look into Japan’s strong exports, which are expected to keep buoying the economy in 2022.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-february-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2022

    SHARE THIS Policy actions by monetary authorities diverged across the region; we remain cautious on bonds of low yielding countries and regional currencies.

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-january-22

  • Balancing Act-Monthly insights: Multi-Asset Team-February 2022

    SHARE THIS The outlook is currently challenging. Tightening is coming, but it is not here yet and in the meantime current policy remains quite accommodative. There is no doubt that extremely easy policy boosted equity prices, which were reinforced by...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-february-2022

  • Balancing Act-Monthly insights: Multi-Asset Team-January 2022

    SHARE THIS As is often the case, markets are a better reflection of general sentiment than news headlines and so far, it points to an ongoing global recovery as equities hold their gains of 2021 and long-term bond yields rise. It may not be time yet to...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-january-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2021

    SHARE THIS On the back of uncertainties surrounding Omicron and major central banks turning hawkish, we deem it prudent to hold a slightly cautious stance on duration, as well as a slightly defensive stance on Asian currencies.

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-december-21

  • Navigating Japan Equities: Monthly Insights from Tokyo (January 2022)

    SHARE THIS We expect Japanese equities to rise significantly in 2022, supported by factors such as the government’s fiscal and coronavirus policies, the reshuffling of the Tokyo Stock Exchange (TSE) and robust exports.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-january-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2021

    SHARE THIS Following the emergence of the new Omicron COVID-19 variant and with the World Health Organization declaring its concern, we hold a neutral view on duration in the near term and a slightly cautious stance on Asia currencies.

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-november-21

  • Balancing Act-Monthly insights: Multi-Asset Team-December 2021

    SHARE THIS The global outlook still looks positive, but less is known about the potential impact of the latest variant of the COVID-19 virus, Omicron—particularly in light of the fast government response to add restrictions on travel and, in some...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-december-2021

  • Navigating Japan Equities: Monthly Insights from Tokyo (December 2021)

    SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-december-2021

  • On the ground in Asia: Monthly insights from the Asian Fixed Income Team-October 2021

    SHARE THIS We expect Indonesian bonds to outperform, as demand is supported by positive supply technicals. Meanwhile, we see bonds of low-yielding countries like Singapore, South Korea and Thailand prone to bear flattening, driven mainly by UST...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-october-21

  • Balancing Act: Monthly insights from the Global Multi-Asset Team-November 2021

    SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-november-2021

  • Japan Value Insights: Medical technology key to value and addressing inefficiencies

    SHARE THIS Japan’s rapidly advancing medical technology is viewed as a way to address the healthcare sector’s inefficiencies while at the same time offering potential value opportunities.

    https://www.nikkoam.co.nz/articles/2021/japan-value-2111

  • Japan Value Insights

    SHARE THIS Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.

    https://www.nikkoam.co.nz/articles/2021/japan-value-2109

  • 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

  • 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

  • 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

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