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  • Multi-asset Monthly - September 2021

    SHARE THIS As we contemplate a post-pandemic world, it is becoming more likely that things will not return to “normal” as we once knew it. While vaccines have been highly successful in preventing serious illness in those who are still contracting the...

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

  • Latin America: Supplier to a commodity-hungry world

    SHARE THIS Inflation is on everyone’s mind. From central bankers to bakers, it is one of the biggest topics of discussion. The prices of many commodities are rising sharply. The reasons vary. Supply constraints, sharp rise in demand or bad weather—take...

    https://www.nikkoam.co.nz/articles/2021/latin-america-supplier-commodity-hungry-world

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2110

  • What can investors expect from a Kishida government?

    SHARE THIS As expected by most observers, Mr. Kishida won the Liberal Democratic Party presidential election in the second round with a sturdy, though not overwhelming, 60% of the vote. He will be formally named prime minister next week and will likely...

    https://www.nikkoam.co.nz/articles/2021/investors-expects-kishida-government

  • Evergrande – China’s Mieno Moment, or it’s Bear Stearns?

    SHARE THIS During the late 1980s, at the height of the Bubble Economy, and at a time during which seemingly everyone wanted to emulate the Japanese economic model, we were lucky enough to have high level access to the Bank of Japan.

    https://www.nikkoam.co.nz/articles/evergrande-–-china’s-mieno-moment,-or-it’s-bear-stearns

  • Do hedge fund strategies have a place in KiwiSaver?

    SHARE THIS The short answer is: it depends on the hedge fund you are looking at, and how they’re implemented to a wider KiwiSaver portfolio.

    https://www.nikkoam.co.nz/articles/do-hedge-fund-strategies-have-a-place-in-kiwisaver

  • Solving the Downsides to Hedge Funds

    SHARE THIS It is well known that issues of fees, complexity and illiquidity are reasons often used to dismiss investment portfolios that include hedge fund strategies.

    https://www.nikkoam.co.nz/articles/solving-the-downsides-to-hedge-funds

  • New Zealand Fixed Income Monthly - September 2021

    SHARE THIS Since the Reserve Bank of New Zealand (RBNZ) postponed a widely expected rate hike in August, pricing in the market has pulled back, supporting a view that the central bank will hike rates by 25 basis points (bps) at each of its next three...

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

  • Japan Equity Monthly - September 2021

    SHARE THIS We provide an update of Japan’s political calendar as the new Prime Minister Kishida leads the ruling party into a 31 October general election, which could have a significant market impact. We also discuss what the recent China-related...

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

  • New Zealand Equity Monthly – September 2021

    SHARE THIS The equity market reaction to New Zealand’s second COVID-19 lockdown has been far more muted than the first time similar restrictions were imposed. The first lockdown from March 2020 caused an aggressive sell-off as investors and companies...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-september-21

  • Asian Equity Monthly - September 2021

    SHARE THIS Asian stocks fell in September, with concerns about China’s growth outlook and the US Federal Reserve (Fed)’s taper plan being the key drivers of sentiment. For the month, the MSCI AC Asia ex Japan Index declined by 4.2% in US dollar (USD)...

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

  • 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

  • freedom fund

    SHARE THIS Nikko AM Freedom Fund The most rewarding returns you'll ever get

    https://www.nikkoam.co.nz/articles/featured-article-5

  • Asian Fixed Income Monthly - September 2021

    SHARE THIS US Treasury (UST) yields rose in September, with the US Federal Open Market Committee finally alluding to moderate its asset purchases as soon as November. The rise in rates was further supported by an escalating power crunch across Europe...

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

  • Global Equity Quarterly Q3 2021

    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. ESG considerations are integral to Future Quality investing as...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q3

  • Bygones are Bygones – Don’t Look Back in Anger

    SHARE THIS Although it is often overlooked (perhaps because it is yet another rather inconvenient truth), the simple fact is that the COVID-19 Pandemic and the various Supply Chain Disruptions that have followed it has made most of us poorer.

    https://www.nikkoam.co.nz/articles/2021/bygones-are-bygones-–-don’t-look-back-in-anger

  • Japan Equity Monthly – October 2021

    SHARE THIS We explain how the recent lower house election win gives Japan’s new prime minister a free hand to pursue policies aimed to help the economy recover from COVID-19. We also analyse why a weaker yen no longer provides as much of a boost to...

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

  • New Zealand Equity Monthly – October 2021

    SHARE THIS The New Zealand stock market has been flat in the calendar year to date, with companies working to adapt to a number of risk factors. This puts it in stark contrast with markets in the rest of the developed world, which have seen gains...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-october-21

  • 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

  • New Zealand Fixed Income Monthly - October 2021

    SHARE THIS October was a tough month for the New Zealand bond market with yields rising in anticipation of further increases in cash rates and in response to global markets bracing for the possibility of central banks reducing stimulus by tapering bond...

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

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