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  • 2021 Singapore Equity Outlook

    SHARE THIS Following the negative performance of 2020, we believe 2021 could see better returns and a recovery for Singapore equities. We believe equity returns will remain supported by the re-opening of the Singapore economy and expect an improved...

    https://www.nikkoam.co.nz/articles/2021/singapore-equity-outlook-2021

  • 2021 Global Multi-Asset Market Outlook

    SHARE THIS The year 2020 is one most would like to forget, but for markets, performance was particularly strong despite the substantial COVID-19-related economic fallout. Certainly, ample liquidity in the form of massive monetary and fiscal stimulus...

    https://www.nikkoam.co.nz/articles/2021/global-multi-asset-market-outlook-2021

  • 2021 Japan Equity Outlook

    SHARE THIS We believe 2021 will be remembered as a year that marked the beginning of the end of the COVID-19 crisis as the world develops vaccines to counter the pandemic. In Japan, we expect a gradual recovery of its economy in 2021, as the pandemic’s...

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

  • 2021 Global Equity Outlook

    SHARE THIS We continue to spend the vast majority of our time on company research and there are doubtless other observers better placed to predict which path that the market will go down, but it seems more likely to us that the future will look much...

    https://www.nikkoam.co.nz/articles/2021/global-equity-outlook-2021

  • 2021 New Zealand Fixed Income Outlook

    SHARE THIS We can head into 2021 with New Zealand the envy of many. But it remains to be seen how long this euphoria will last. Agriculture and horticulture are both promising, and the technology sector has been touted as the next big thing, but...

    https://www.nikkoam.co.nz/articles/2021/new-zealand-fixed-income-outlook-2021

  • 2021 Global Credit Outlook

    SHARE THIS The last 12 months have seen a significant rotation of topics discussed at investment meetings worldwide. The agenda has moved from macroeconomic data to infection rates, hospitalization rates, vaccinations and other issues related to the...

    https://www.nikkoam.co.nz/articles/2021/global-credit-outlook-2021

  • 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

  • 2021 Core Markets Fixed Income Outlook

    SHARE THIS As European Commission President Ursla von der Leyen announced the free trade agreement with the UK and the EU, she quoted T.S. Eliot: “What we call the beginning is often the end. And to make an end is to make a beginning. The end is where...

    https://www.nikkoam.co.nz/articles/2021/core-markets-fixed-income-outlook-2021

  • Global Strategy Thoughts for 2021

    SHARE THIS US capitalism was built on large societal divisions, but sometimes such becomes intolerable and the majority of the population revolts. In this case, the virus accentuated the income divide and engendered even greater angst. However, during...

    https://www.nikkoam.co.nz/articles/2021/global-strategy-thoughts-2021

  • Japan Equity Monthly - December 2020

    SHARE THIS We look into the potential economic impact of Japan’s attempt to become carbon neutral. We also analyse why Japan’s fiscal condition draws little attention although the country is on course to spend a record amount in its upcoming budget.

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

  • Asian Fixed Income Monthly - December 2020

    SHARE THIS The US Treasury (UST) yield curve steepened slightly in December. The UST 10-year bond yield rose 7.5 basis points (bps) to 0.915%, while the 2-year bond yield fell by 2.7 bps to 0.122%. Concerns in the month revolved around rising COVID-19...

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

  • Asian equity monthly – December 2020

    SHARE THIS Asian stocks turned in solid gains in December, buoyed by optimism about a vaccine-led global economic rebound, fresh US fiscal stimulus and robust economic data from China. The MSCI AC Asia ex Japan Index rose 6.8% in US dollar (USD) terms...

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

  • Multi-asset monthly - January 2021

    SHARE THIS 2020 will undoubtedly be remembered as the year of the pandemic. While in financial market terms it is now tempting to think of COVID-19 as old news, the virus still presents substantial risks to the economic outlook.

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

  • Australian equity monthly - December 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.2% during the month. Australian equities lagged key offshore markets during the month. Despite COVID-19 cases rising exponentially in the US and Europe, the start of the vaccine roll-out and...

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

  • Australian Fixed Income Monthly – December 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.27% over the month. The yield curve steepened as 3-year government bond yields ended the month flat at 0.11%, while 10-year government bond...

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

  • 2021 New Zealand Equities Outlook

    SHARE THIS Worldwide, 2020 was unequivocally dreadful; a year of loss, pain, anxiety and separation that found no worthy adversary in technology or social privilege.

    https://www.nikkoam.co.nz/articles/2021/new-zealand-equities-outlook-2021

  • 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

  • Global Equity Quarterly Q4 2020

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q4-global

  • Australian equity monthly - January 2021

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 0.3% during the month. Australian equities outperformed most key offshore markets during the month as equity markets saw a pull-back late in the month. COVID-19 cases passed the 100 million mark...

    https://www.nikkoam.co.nz/articles/2021/australian-equities-monthly-january-2021

  • Australian Fixed Income Monthly – January 2021

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.42% over the month. The yield curve steepened as 3-year government bond yields ended the month flat at 0.11%, while 10-year government bond...

    https://www.nikkoam.co.nz/articles/2021/australian-fixed-income-monthly-january-2021

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