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  • Asian equity monthly – September 2020

    SHARE THIS After three consecutive months of strong gains, Asian stocks finally succumbed to profit taking in September triggered by concerns that the global recovery from the COVID-19 pandemic could be running out of steam.

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-september-2020

  • The new age of credit research

    SHARE THIS We believe our active approach to credit investing allows us to better serve clients, as indiscriminate waves of downgrades following the turbulence that has rattled global financial markets this year presents us with compelling...

    https://www.nikkoam.co.nz/articles/2020/the-new-age-of-credit-research

  • Multi-asset monthly - October 2020

    SHARE THIS October 2020 Second and third waves of the virus will also slow the recovery. But importantly, mortality rates have been lower, suggesting that the world continues to learn to live with the virus without requiring broad lockdowns.

    https://www.nikkoam.co.nz/articles/2020/multi-asset-october-2020

  • Asian Fixed Income Monthly - September 2020

    SHARE THIS US Treasury (UST) yields traded in a narrow range during the month. Factors such as the second wave of COVID-19 infections in Europe, lingering volatility in US equities and continued lack of consensus on further fiscal support weighed on...

    https://www.nikkoam.co.nz/articles/2020/asian-fixed-income-monthly-september-2020

  • Adapting to the “new normal”: Japan’s paradox

    SHARE THIS With the global outbreak of COVID-19 in the first half of 2020, the world was turned upside down. Under such circumstances, Japanese companies are now faced with new challenges to adapt to this “new normal”.

    https://www.nikkoam.co.nz/articles/2020/adapting-to-the-new-normal

  • Positioning for reflation

    SHARE THIS Coordinated fiscal and monetary stimulus is likely to support global demand and therefore reflation in the years ahead. We see this opening up broader growth opportunities, and ultimately better scope for portfolio diversification.

    https://www.nikkoam.co.nz/articles/2020/positioning-reflation

  • 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

  • Emerging market fixed income quarterly

    SHARE THIS The third quarter of 2020 corresponded to a continued recovery of all emerging markets (EM) debt segments, albeit at a slower pace compared to the second quarter. The market’s positive momentum faded in July and August and a mild...

    https://www.nikkoam.co.nz/articles/2020/emerging-market-fixed-income-quarterly

  • ESG Insight: Biden’s most critical investment

    SHARE THIS At the time of writing, Democrat presidential candidate Joe Biden leads the polls by 10 percentage points and will likely be elected President of The United States on 3 November 2020. The potential for a Democrat “Blue Wave” with control of...

    https://www.nikkoam.co.nz/articles/2020/biden-most-critical-investment

  • Trump vs Biden: Can the best man win?

    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/trump-vs-biden

  • 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

  • Global credit quarterly

    SHARE THIS The strategy’s performance continued to recover during the last quarter. The strategy’s relative and absolute performances are now positive. Strong results in the banking sector, in particular the lower part of the capital structure (i.e. T2...

    https://www.nikkoam.co.nz/articles/2020/global-credit-quarterly-q4

  • US presidential election – Nikko AM’s views

    SHARE THIS In order to gain a range of perspectives on the US presidential election, Nikko Asset Management has gathered the views of the following experts and investment teams, representing many of our major asset classes and geographical regions.

    https://www.nikkoam.co.nz/articles/2020/us-presidential-election

  • Australian equity monthly - October 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.9% during the month. Australian equities were supported by the release of the Federal Budget early in the month which saw increased spending and tax cuts to aid the economy as it recovers.

    https://www.nikkoam.co.nz/articles/2020/australian-equities-monthly-october-2020

  • Australian Fixed Income Monthly – October 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned 0.28% over the month. The yield curve steepened as 3-year government bond yields ended the month 4 basis points (bps) lower at 0.12%, while...

    https://www.nikkoam.co.nz/articles/2020/australian-fixed-income-monthly-october-2020

  • Japan Equity Monthly - October 2020

    SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...

    https://www.nikkoam.co.nz/articles/2020/japan-equity-monthly-october-2020

  • What the Biden win could mean for Japanese equities

    SHARE THIS We assess the US election outcome from the perspective of the Japanese equity market, focusing on the economic and policy changes that are expected to accompany the change in US leadership.

    https://www.nikkoam.co.nz/articles/2020/what-the-biden-win

  • Multi-asset monthly - November 2020

    SHARE THIS With the US presidential election now behind us, the two candidates seem to be proceeding in parallel universes. The apparent winner, President-elect Joe Biden, has transition planning and inauguration on his mind while President Donald...

    https://www.nikkoam.co.nz/articles/2020/multi-asset-november-2020

  • Asian Fixed Income Monthly - October 2020

    SHARE THIS US Treasury (UST) yields rose in October. The US presidential election and the fiscal stimulus deal were the focal points of news headlines and markets in October. Worries about the acceleration of COVID-19 cases in the US and Western...

    https://www.nikkoam.co.nz/articles/2020/asian-fixed-income-monthly-october-2020

  • Asian equity monthly – October 2020

    SHARE THIS US presidential election jitters and an uptick in COVID-19 cases in the US and Europe triggered a downturn in global equities in October. Asian stocks, however, managed to turn in decent gains for the month, owing to a slowing pace of...

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-october-2020

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