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

    SHARE THIS This month, Fed Chair Powell seemed hellbent on quashing any last hope of a pivot or at least slowing the pace of rate hikes sometime soon. But this crushing blow to hope helped sow the seeds of an eyewatering rally when one inflation print...

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

  • The case for China bonds

    SHARE THIS China’s bond market is exhibiting low correlation to other asset classes, displaying historically lower volatility, enjoying continued internationalisation of the renminbi and benefitting from the country being included in globally...

    https://www.nikkoam.co.nz/articles/2022/the-case-for-china-bonds

  • Outlook 2024 (featured)

    SHARE THIS Investment Outlook 2024 Find out about our investment teams' outlook across asset classes and geographies

    https://www.nikkoam.co.nz/articles/outlook-2024

  • Outlook 2025 (featured)

    SHARE THIS Investment Outlook 2025 Find out about our investment teams' outlook across asset classes and geographies

    https://www.nikkoam.co.nz/articles/outlook-2025

  • Outlook 2023 (featured)

    SHARE THIS Investment Outlook 2023 A collection of our views on the outlook for the year ahead.

    https://www.nikkoam.co.nz/articles/outlook-2023

  • Japan’s “show me the money” corporate governance: 3Q, another record high

    SHARE THIS The just-released 3Q CY22 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-3q

  • Have Bond Markets Become Unfit for Purpose?

    SHARE THIS Rather surprisingly, a UK tabloid newspaper recently contacted the author following the seemingly spectacular “blow up” in the UK bond markets, and the subsequent “crises” within the pension / insurance sectors. The journalist clearly wanted...

    https://www.nikkoam.co.nz/articles/2022/have-bond-markets-become-unfit-for-purpose

  • 2023 Global Fixed Income outlook

    SHARE THIS We present our 2023 outlook for core markets, emerging markets and global credit.

    https://www.nikkoam.co.nz/articles/2023/global-fixed-income-outlook-2023

  • 2023 Asian credit outlook

    SHARE THIS We believe that the benign macro backdrop should remain supportive for credit fundamentals in 2023. The fiscal deficits of Asian economies are expected to gradually narrow as the need for pandemic support decreases.

    https://www.nikkoam.co.nz/articles/2023/asian-credit-outlook-2023

  • 2023 Asian rates and FX outlook

    SHARE THIS Most Asian countries are expected to grow at a slower pace in 2023 than they did in 2022, and fiscal stimulus will no longer be a dominant factor driving growth in the region. We expect monetary policy outlook to persist as the primary...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-and-fx-outlook-2023

  • 2023 China equity outlook

    SHARE THIS We believe that the rewards will outweigh the risks related to China amid an existence of enough cyclical, thematic and structural trends that could enable the country to outperform in 2023; particular focus will be on the government’s...

    https://www.nikkoam.co.nz/articles/2023/china-equity-outlook-2023

  • 2023 Global macro outlook: Ten predictions

    SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.

    https://www.nikkoam.co.nz/articles/2023/global-macro-outlook-2023

  • 2023 Global multi-asset outlook

    SHARE THIS On balance, we are constructive mainly for valuation support and growth prospects improving for China with a firm tailwind from an easing dollar. Pockets of the US equity market may struggle on weaker earnings, but the rest of the world...

    https://www.nikkoam.co.nz/articles/2023/global-multi-asset-outlook-2023

  • 2023 Singapore equity outlook

    SHARE THIS We expect a moderation of growth, a peak in inflation and a more accommodative monetary policy in 2023. We see this as a positive for Singapore, as we believe a more accommodative policy backdrop will help support continued expansion in...

    https://www.nikkoam.co.nz/articles/2023/singapore-equity-outlook-2023

  • 2023 New Zealand equity outlook

    SHARE THIS Labour shortages and inflation are expected to pressure the New Zealand economy in 2023. That said, New Zealand’s listed market is more defensive than the broader economy with large weights in defensive sectors such as utilities and...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-equity-outlook-2023

  • 2023 New Zealand fixed income outlook

    SHARE THIS New Zealand’s Official Cash Rate and short-term interest rates may stay elevated in 2023 but longer-term interest rates are likely to decline starting in the second half of the year as financial markets begin pricing in the possibility of...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-fixed-income-outlook-2023

  • 2023 Global equity outlook

    SHARE THIS Some of the factors that have shaped 2022 look less likely to recur in 2023 (for instance, supply chain duress because of COVID containment) but others will likely last longer (most notably a higher cost of capital). We are cautiously...

    https://www.nikkoam.co.nz/articles/2023/global-equity-outlook-2023

  • 2023 Japan equity outlook

    SHARE THIS As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.

    https://www.nikkoam.co.nz/articles/2023/japan-equity-outlook-2023

  • New Zealand Equity Monthly – November 2022

    SHARE THIS The cost of living and the cost of doing business are still weighing down on New Zealand’s consumers and companies as the end of 2022 approaches. On the corporate side, New Zealand’s companies continue to grapple with wage inflation driven...

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

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

    SHARE THIS This month we discuss the prospects of Japanese equities remaining well-supported into 2023 thanks to robust exports and inbound demand. We also explain why the markets are looking beyond a dip in Japan’s 3Q GDP, focusing instead on the...

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

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