Search Nikko AM

 
Assuming en nikkoam com is optional, and articles is optional, the following results were found.

  • After Trump’s win, fiscal policy and inflation risks in focus

    SHARE THIS Following Donald Trump's US presidential election win, in the near term we remain constructive on US growth and stocks, with the markets expecting corporate tax cuts and seeing a general penchant toward deregulation across industries as...

    https://www.nikkoam.co.nz/articles/2024/2410-after-trump-win-fiscal-policy

  • Balancing Act: Global Multi-Asset Quarterly (Q3 2024)

    SHARE THIS Volatility dominated risk markets in the early part of the July-September quarter, while perceptions of the US employment environment also had an impact. Over the quarter, we kept an overweight position on growth assets and maintained a...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-quarterly-q3-november-2024

  • Navigating Japan Equities (November 2024): assessing the impact of the US elections on Japan

    SHARE THIS As with the other markets, Japanese equities reacted immediately to Donald Trump's US presidential election win. The immediate election impact is expected to fade relatively quickly, with market focus turning to the trade policies Trump may...

    https://www.nikkoam.co.nz/articles/2024/assessing-us-election-impact-2024

  • FOMC meeting: uptick in uncertainty with jobs, inflation and price expectations in focus

    SHARE THIS The Federal Reserve's interest rate cut in November was largely expected. However, Fed Chair Powell's comments pointed to changes in language, suggesting a shift towards a more uncertain policy, with inflation and employment trends...

    https://www.nikkoam.co.nz/articles/2024/2411-fomc-uptick-uncertainly-with-jobs

  • New Zealand Equity Monthly (October 2024)

    SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...

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

  • New Zealand Fixed Income Monthly (October 2024)

    SHARE THIS The bond market has turned its attention to the likely size of further interest rate reductions now that the RBNZ has made two cuts to the Official Cash Rate in quick succession. Our view is that New Zealand's monetary policy is on track to...

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

  • Trump 2.0 and Other Changes

    SHARE THIS France’s Macron became a lame duck President this year. The Tory Party was dumped out of office at the UK general election in favour of a party of relatively inexperienced micro-focussed policymakers who have witnessed a remarkably short...

    https://www.nikkoam.co.nz/articles/2024/trump-2-0-and-other-changes

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (October 2024)

    SHARE THIS We have adopted a more cautious stance on Thai bonds with the Bank of Thailand not expected to ease policy further following its interest rate cut in October. Elsewhere in the region, the reappointment of Sri Mulyani Indrawati as Indonesia's...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-october-2024

  • Harnessing Change-Monthly Insights: Asian Equity (October 2024)

    SHARE THIS During the first Trump presidency, China outperformed the S&P 500 and all the perceived beneficiaries of "China Plus One". While history may not be repeated, it is clear that China's domestic policy and market environment will become...

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

  • Balancing Act Monthly Insights: Global Multi-Asset (November 2024)

    SHARE THIS We increased the overweight to growth assets given that economic data remains resilient against falling inflation and as global central banks lower interest rates. Regarding defensive assets, we have been relatively negative on sovereign...

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

  • Future Quality Insights: pandemic memories and ongoing impact on companies

    SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2412

  • Global multi-asset outlook 2025

    SHARE THIS Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...

    https://www.nikkoam.co.nz/articles/2024/global-multi-asset-outlook-2025

  • Global fixed income outlook 2025

    SHARE THIS We believe that a changing political environment could present opportunities across asset classes in 2025, with fixed income in particular poised to benefit as markets adjust to more realistic inflation expectations.

    https://www.nikkoam.co.nz/articles/2024/global-fixed-income-outlook-2025

  • Singapore equity outlook 2025

    SHARE THIS While 2024 was characterised by broad market gains (or “beta” returns) in Singapore, we expect 2025 to be more centred on generating excess returns (or “alpha”). We believe the service economy, represented by financial services and...

    https://www.nikkoam.co.nz/articles/2024/singapore-equity-outlook-2025

  • Japan equity outlook 2025

    SHARE THIS With Japan overcoming deflation and ushering in a period of progress and consolidation despite market volatility and political upheaval, we expect Japanese companies to make strategic decisions in 2025 that attract global investors in larger...

    https://www.nikkoam.co.nz/articles/2024/japan-equity-outlook-2025

  • Global equity outlook 2025

    SHARE THIS Throughout history, equity investors have benefitted from maintaining a long-term view and an optimistic outlook on humanity's ability to prevail in the face of adversity. This might once again be the case, meaning that the biggest risk...

    https://www.nikkoam.co.nz/articles/2024/global-equity-outlook-2025

  • New Zealand equity outlook 2025

    SHARE THIS As we head into 2025, we have picked three key elements that we believe will have the greatest influence over market behaviour and performance: interest rates, the strength of the New Zealand dollar and geopolitical uncertainty.

    https://www.nikkoam.co.nz/articles/2024/new-zealand-equity-outlook-2025

  • New Zealand fixed income outlook 2025

    SHARE THIS New Zealand's economy is faced with challenges including a weak currency, low productivity growth and slowed immigration. However, there are potential posi'tives, such as declining interest rates and possible gains in longer maturity bonds....

    https://www.nikkoam.co.nz/articles/2024/new-zealand-fixed-income-outlook-2025

  • Asian fixed income outlook 2025

    SHARE THIS Asian local government bonds are poised to perform well in 2025 thanks to accommodative policies by central banks amid benign inflation and moderating growth. The global easing cycle is expected to lower global yields, thereby providing...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-outlook-2025

  • Asian equity outlook 2025

    SHARE THIS Many may expect the incoming Trump administration's transactional approach to be detrimental to the geopolitical and macroeconomic landscapes. However, we believe that Washington's mercantilist stance should not prevent Asian markets from...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-outlook-2025

Quick Links