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  • Balancing Act: Global Multi-Asset Quarterly (Q4 2024)

    SHARE THIS In the 2024 October-December quarter, risk assets largely moved in line with expectations surrounding the US presidential election. We maintained an overweight position on growth assets over the quarter amid indications of resilient economic...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-quarterly-q4-2024

  • SugAbe-nomics

    SHARE THIS It does not seem that there are enough differences between Abenomics and the proposed economic policies of likely new Prime Minister Suga to justify the completely new portmanteau “Suganomics,” as a few analysts have suggested.

    https://www.nikkoam.co.nz/articles/2020/sugabe-nomics

  • Can the Rest of the World Live with the USA?

    SHARE THIS Currently, the US economy is stuttering. Headline growth during the latter half of 2023 was extremely rapid – GDP growth averaged more than twice the economy’s 20-year average - but this strong activity was led by the public sector, either...

    https://www.nikkoam.co.nz/articles/2024/can-the-rest-of-the-world-live-with-the-usa

  • Will Quantitative Easing Return Soon?

    SHARE THIS This may appear an odd question to ask given the recent slew of poor inflation data points that have been released but we suspect that “all is not quite as it seems” within bond markets, or even the global economy. First, the inflation story.

    https://www.nikkoam.co.nz/articles/2024/will-quantitative-easing-return-soon

  • China’s bond market: a space to watch

    SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...

    https://www.nikkoam.co.nz/articles/2020/china-bond-market

  • Contact Us

    SHARE THIS The best way to get in touch with us at this time is to email us at NZenquiries@nikkoam.com. We are open for business but working from remote locations. Our focus remains on providing you with the same level of service and financial...

    https://www.nikkoam.co.nz/about-us/contact-us

  • Nikko AM Wins Two ETF Awards

    SHARE THIS Nikko AM Wins Two ETF Awards Best ETF Provider, Japan and Best ETF Mandate On 4 June, Nikko Asset Management (Nikko AM) was recognised as Best ETF Provider Japan and for the Best ETF Mandate as part of The Asset Triple A Awards 2020. The...

    https://www.nikkoam.co.nz/media-center/press-releases/2020/press_releases_200616-01

  • Press Release - 20210524 Nikko AM Wins Three ETF Awards from The Asset

    SHARE THIS Nikko AM Wins Three ETF Awards from The Asset Nikko Asset Management (Nikko AM) won a trio of exchange traded fund (ETF) awards as part of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...

    https://www.nikkoam.co.nz/media-center/press-releases/2021/press-releases-210524-1

  • Multi-asset Monthly - October 2021

    SHARE THIS Volatility has arisen as we expected it eventually would, and September is often an apt month to rediscover risk given market participants’ return from summer vacations noting that record high equity markets do not quite square with a number...

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

  • Why December 2021 May Have Made History - The Great Divergence Begins

    SHARE THIS While last month witnessed only its usual quota of central bank policy meetings, we suspect that it will ultimately go down in history as representing the beginning of what we suspect may become the Great Divergence within central banking....

    https://www.nikkoam.co.nz/articles/2022/why-december-2021-may-have-made-history-the-great-divergence-begins

  • New Zealand Fixed Income Monthly – June 2022

    SHARE THIS As New Zealand grapples with inflation and the spectre of a recession, we highlight the impact increasing mortgage rates may have on consumer spending. This is an important theme as it ties in with how we need to consider absolute interest...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-june-2022

  • The case for China bonds

    SHARE THIS China’s bond market is exhibiting low correlation to other asset classes, displaying historically lower volatility, enjoying continued internationalisation of the renminbi and benefitting from the country being included in globally...

    https://www.nikkoam.co.nz/articles/2022/the-case-for-china-bonds

  • 2023 Global macro outlook: Ten predictions

    SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.

    https://www.nikkoam.co.nz/articles/2023/global-macro-outlook-2023

  • 2023 China equity outlook

    SHARE THIS We believe that the rewards will outweigh the risks related to China amid an existence of enough cyclical, thematic and structural trends that could enable the country to outperform in 2023; particular focus will be on the government’s...

    https://www.nikkoam.co.nz/articles/2023/china-equity-outlook-2023

  • 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

  • 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

  • Press Release - 20230210_01

    SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2023 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected in four categories in Asia Asset Management‘s 2023 Best of the Best Awards. The wins include two...

    https://www.nikkoam.co.nz/media-center/press-releases/2023/press-release-230210_01

  • Stagflation to Replace Secular Stagnation? Perhaps.

    SHARE THIS There is a growing view that the Pandemic, and the policy response to the Pandemic, have ended the period of Secular Stagnation within the Global Economy and potentially replaced it with “fiscally-led faster growth” and higher inflation. It...

    https://www.nikkoam.co.nz/articles/2023/stagflation-to-replace-secular-stagnation-perhaps

  • Press Release - 20240206_01

    SHARE THIS Nikko AM Wins Six Categories in Asia Asset Management’s 2024 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 30 January in six categories in Asia Asset Management‘s 2024 Best of the Best Awards. The wins...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/press-releases-20240206_01

  • What the Fed’s rate cut tells us about current financial conditions

    SHARE THIS The Federal Reserve’s 50 bps rate cut demonstrated the power of financial markets at present. As the markets had already priced in a significant probability of a 50 bps reduction, the Fed could have viewed such conditions as a good time to...

    https://www.nikkoam.co.nz/articles/2024/what-the-feds-rate-cut-tells-us-2024

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