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  • Global Fixed Income Quarterly - Q4 2021 Outlook

    SHARE THIS The optimist says prices are cheap. The pessimist says prices are expensive. The central banker says inflation is transitory. We remain in the aftermath of a month where the worldview on the future of monetary policy has dramatically changed.

    https://www.nikkoam.co.nz/articles/2021/global-fixed-income-quarterly-outlook-2111

  • 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

  • Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021

    SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-october-2021

  • 2022 Asian Credit Outlook: Growth momentum seen reviving

    SHARE THIS The macro backdrop and robust corporate credit fundamentals remain supportive of Asia credit spreads. As such, we expect growth momentum of many Asian economies to gather pace heading into 2022. Overall corporate credit fundamentals are...

    https://www.nikkoam.co.nz/articles/2022/asian-credit-outlook-2022

  • 2022 Asian Fixed Income and FX Outlook: Regional recovery expected

    SHARE THIS The economic recovery in Asia ex-China is likely to improve significantly in 2022 as regulations are eased, borders are reopened and vaccination rates increase. We anticipate these developments to boost private sector confidence, providing...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-and-fx-outlook-2022

  • 2022 Global Equity Outlook: Disruption sharpens the focus on Future Quality

    SHARE THIS The initial discovery of the Omicron variant was met with fairly sensational reporting by some of the world’s media and this fed through quickly into investor sentiment. It is probably true, however, that even if Omicron had not surfaced it...

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2021

    SHARE THIS Asian stocks fell in November on concerns that the spread of the new Omicron COVID-19 variant could derail global reopening plans and delay economic recoveries.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-november-2021

  • 2022 Global Multi Asset Outlook: Gauging long-term growth prospects

    SHARE THIS We maintain a constructive view of risk assets but are cognizant that the path toward realising gains will be more delicate as we traverse the course of the Fed and other central banks removing their easy policies.

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2021

    SHARE THIS Taiwan and South Korea were buoyed by strong exports as sustained global demand for electronics supported hardware tech stocks amid widespread supply chain disruptions. The ASEAN region saw mixed returns. Thailand was the best performer as...

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

  • 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

  • US Federal Reserve: Approaching lift-off

    SHARE THIS Increasing expectations of a more aggressive Fed tightening cycle have led to a sell-off in US Treasuries. We share our thoughts on what this means for investors in 2022 and discuss our outlook for Asian bond markets.

    https://www.nikkoam.co.nz/articles/2022/us-federal-reserve-approaching-lift-off

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

    SHARE THIS Asian stocks had a tough start to 2022 amid concerns that persistent inflation could cause any tightening by the US Federal Reserve (Fed) to be more aggressive than expected. For the month, the MSCI AC Asia ex Japan Index fell by 3.10% in US...

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

  • 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

  • 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-March 2022

    SHARE THIS Asian stocks declined in March, dragged down by the Russia-Ukraine conflict. Lingering concerns over inflation also weighed on the equities markets. For the month, the MSCI AC Asia ex Japan Index fell by 2.8% in US dollar terms.

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

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

    SHARE THIS We have eased our cautious view towards duration as we expect global rates to consolidate from current levels. On currencies, we are positive on the Malaysian ringgit, Indonesian rupiah and Singapore dollar.

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

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

    SHARE THIS Asian markets were downcast in April as investors were concerned about inflation and the likelihood of a larger-than-expected rate hike by the US Federal Reserve. For the month, the MSCI AC Asia ex Japan Index fell by 5.2% in US dollar (USD)...

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

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

    SHARE THIS Increasing energy and food prices were the main factors that pushed most regional headline CPI prints higher in March. The Monetary Authority of Singapore aggressively tightened FX policy while China stepped up both monetary and fiscal...

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

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