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  • Differentiation through engagement: Opportunities in Japan equities

    SHARE THIS We highlight the increasing importance of engagement in Japan, explain how it could be the key to unlocking the long-underperforming Japanese market’s potential, and assess how it can lead to the generation of alpha.

    https://www.nikkoam.co.nz/articles/2022/differentiation-through-engagement

  • 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

  • Balancing Act-Monthly insights: Multi-Asset Team-February 2022

    SHARE THIS The outlook is currently challenging. Tightening is coming, but it is not here yet and in the meantime current policy remains quite accommodative. There is no doubt that extremely easy policy boosted equity prices, which were reinforced by...

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

  • Future Quality Insights – February 2022 - History rhymes

    SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2202

  • 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

  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2022)

    SHARE THIS We analyse the course the Bank of Japan could take as other major central banks move towards policy change; we also take a deeper look into Japan’s strong exports, which are expected to keep buoying the economy in 2022.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-february-2022

  • Russia-Ukraine conflict – Nikko AM’s views

    SHARE THIS In order to gain a range of perspectives on the Russia-Ukraine conflict, Nikko Asset Management has gathered the views of various experts and investment teams, representing many of our major asset classes and geographical regions.

    https://www.nikkoam.co.nz/articles/2022/russia_ukraine_conflict_nikkoam_views

  • Japan’s “show me the money” corporate governance: 4Q record high

    SHARE THIS The just released 4Q CY21 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-4q

  • Russia - Ukraine

    SHARE THIS The Western World today faces a public sector burden that bears a troubling resemblance to the immediate Post-war period in the late 1940s and 1950s; a private sector debt burden that bears comparison to the late 1990s / early 2000s; and an...

    https://www.nikkoam.co.nz/articles/2022/russia-ukraine

  • Navigating Japan Equities: Monthly Insights from Tokyo (March 2022)

    SHARE THIS This month we discuss how higher long-term yields could impact Japanese stocks; we also focus on how robust exports could play a role in boosting the country’s long stagnant wage growth.

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

  • 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

  • New Zealand Equity Monthly – February 2022

    SHARE THIS The New Zealand market recovered well from the global plunge in equities seen in response to Russia’s invasion of Ukraine on 24 February. The current events in Europe have had very little immediate impact on New Zealand, particularly from a...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-february-22

  • New Zealand Fixed Income Monthly – February 2022

    SHARE THIS We think the New Zealand bond market looks very attractive relative to the rest of the world given how high our interest rates are. At the same time, we certainty aren’t immune to developments in the rest of the world, particularly the US,...

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

  • 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

  • Russia Ukraine Conflict

    SHARE THIS Following the Russian invasion of Ukraine, there has been considerable media coverage and interest about the implications this has on New Zealand investments. This invasion has seen devasting humanitarian effects. Our thoughts are with the...

    https://www.nikkoam.co.nz/articles/2022/russia-ukraine-conflict

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2022

    SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...

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

  • How to Pay for the War: Politics & Central Banks

    SHARE THIS The economic costs of the current conflict in Ukraine may pale into insignificance in comparison to the human suffering, but they are not irrelevant to markets. The bottom line is of course that wars make society poorer, as does conflict in...

    https://www.nikkoam.co.nz/articles/how-to-pay-for-the-war-politics-central-banks

  • Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities

    SHARE THIS The GIC expects the global economy to continue struggling in a form of “stagflation-lite” and sees a relatively flat performance for global equities for the next three to six months (although quite positive on Pacific equities), with...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2203

  • Japan Value Insights: Spotlight on sustainable companies addressing social issues

    SHARE THIS We share our thoughts on sustainable companies that address social issues and contribute to the physical and mental well-being of individuals.

    https://www.nikkoam.co.nz/articles/2022/japan-value-2204

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