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  • The Future Quality approach to navigating the AI arms race

    SHARE THIS The emergence of AI has dramatically shifted the future pathway for the technology sector, and our research has found that this emerging structural trend chimes with our Future Quality principles.

    https://www.nikkoam.co.nz/articles/2024/the-future-quality-approach

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2024

    SHARE THIS We expect an anticipated decrease in developed market bond yields, coupled with enhanced foreign inflows, to bolster demand for Asian bonds. We see Asia credit remaining well supported with subdued net new supply as issuers continue to...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-monthly-jan-24

  • New Zealand Equity Monthly –January 2024

    SHARE THIS We view 2024 with optimism—markets could begin to be driven by company earnings rather than by inflation outcomes and interest rate expectations as they have in the past year, and New Zealand’s market is well placed to shrug off volatility...

    https://www.nikkoam.co.nz/articles/2024/nz-equity-monthly-jan-24

  • Harnessing Change - Monthly Insights: Asian Equity-January 2024

    SHARE THIS The Indian market remains attractive. It has the highest earnings growth in the Asian region, valuations that are in the middle of its historic range and an economy that is growing strongly with inflation under control.

    https://www.nikkoam.co.nz/articles/2024/asian-equity-monthly-jan-2024

  • New Zealand Fixed Income Monthly – January 2024

    SHARE THIS Despite continued struggles with inflation in New Zealand and elsewhere, our view is that the RBNZ’s next change to the OCR is likely to be downward, albeit at a later timing than the market has recently been expecting.

    https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-jan-24

  • Energy security and Future Quality

    SHARE THIS Our Future Quality investment philosophy revolves around identifying companies that have pricing power, possess management teams that invest will appropriately, boast strong balance sheets and offer opportunities that are not yet priced in...

    https://www.nikkoam.co.nz/articles/2024/energy-security-and-future-quality

  • The climate change megatrend

    SHARE THIS Although once-in-a-generation exceptional weather events now risk becoming alarmingly routine, there is still time to turn the tide. This need for immediate action is why we define climate change as an investment megatrend, and we believe...

    https://www.nikkoam.co.nz/articles/2024/the-climate-change-megatrend

  • Biodiversity is next for green bond expansion

    SHARE THIS Our economic system is based on a model of take, make and waste that consistently over-utilises and fails to replenish Earth’s valuable, but dwindling resources. The need to transform how we interact with nature creates a major opportunity...

    https://www.nikkoam.co.nz/articles/2024/biodiversity-is-next-for-green-bond-expansion

  • Balancing Act-Monthly insights: Multi-Asset Team-February 2024

    SHARE THIS The seemingly impossible soft landing on the back of one of the most aggressive monetary tightening cycles in history is looking not just possible, but increasingly probable. US data is coming in stronger and global demand is generally...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-feb-2024

  • Japan transitioning from cyclical reflation to structural recovery for balanced growth

    SHARE THIS We explain how reflationary dynamics underpin the foundations of Japan’s incipient structural recovery and illustrate why we believe the country’s equity comeback should not be written off as another flash-in-the-pan cyclical upturn headed...

    https://www.nikkoam.co.nz/articles/2024/japan-transitioning-from-cyclical-reflation

  • Japan’s “Show Me the Money” corporate governance: 4Q profit margins hit record high

    SHARE THIS This is the “swan song” of this report, which comes at an appropriate time because it was always meant to prove to readers that corporate governance, and the overall case for investing in Japanese equities, was sound. Now that the market’s...

    https://www.nikkoam.co.nz/articles/2024/japan-show-me-the-money-corporate-governance-4q

  • Why we should pay special attention to Japan’s Q4 capex surge

    SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...

    https://www.nikkoam.co.nz/articles/2024/why-we-should-pay-special-attention-to-japan-q4-capex-surge-2024

  • Can the Rest of the World Live with the USA?

    SHARE THIS Currently, the US economy is stuttering. Headline growth during the latter half of 2023 was extremely rapid – GDP growth averaged more than twice the economy’s 20-year average - but this strong activity was led by the public sector, either...

    https://www.nikkoam.co.nz/articles/2024/can-the-rest-of-the-world-live-with-the-usa

  • Navigating Japan Equities: Monthly Insights from Tokyo (March 2024)

    SHARE THIS This month we focus on the prospect of Japanese stocks sustaining their upward trajectory after reaching record highs; we also assess how the country’s Q4 GDP contraction sharpens the focus on consumption and wages in 2024.

    https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-march-2024

  • New Zealand Fixed Income Monthly – February 2024

    SHARE THIS The Reserve Bank of New Zealand (RBNZ) maintained the Official Cash Rate (OCR) at 5.5% at its latest Monetary Policy Committee meeting on 28 February, meaning that New Zealand’s interest rates have now been kept on hold for over nine months....

    https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-march-2024

  • Vietnam seeing a full turnaround in fortunes

    SHARE THIS We visited Vietnam in February and found that business and economic prospects have turned around completely for the better from a year ago. Interest rates have normalised, and mortgage terms are the most favourable that we have ever seen in...

    https://www.nikkoam.co.nz/articles/2024/vietnam-seeing-a-full-turnaround-in-fortunes-2024

  • Nikkei reaches all-time high: five reasons the rally will endure

    SHARE THIS Japan equity was the best-performing asset class in 2023, but despite the Nikkei reaching all-time highs in 2024, Japan also recently experienced economic contraction. Against that backdrop, Japan Equity Investment Director Junichi Takayama...

    https://www.nikkoam.co.nz/articles/2024/nikkei-reaches-all-time-high-2024

  • Keen to make your savings work harder?

    SHARE THIS Make your savings work harder with the Nikko AM Cash Fund. Current expected return of the fund before tax and after fees. Returns may vary over time and are not guaranteed.

    https://www.nikkoam.co.nz/articles/featured-article-12

  • Assessing the impact of green bonds

    SHARE THIS The green bond market has experienced tremendous growth since 2007, but despite its rapid success, there are still barriers to overcome. In particular, assessing the impact of green bonds continues to be a contentious topic.

    https://www.nikkoam.co.nz/articles/2024/assessing-the-impact-of-green-bonds-2024

  • BOJ takes significant yet incremental step on path back to “normal” rates

    SHARE THIS The “trial balloons” of media announcements in advance of today’s interest rate hike by the Bank of Japan —its first in 17 years—apparently did their job, as the end of its negative interest rate policy, yield curve control and ETF purchases...

    https://www.nikkoam.co.nz/articles/2024/boj-takes-significant-yet-incremental-step-2024

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