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  • Global Investment Committee’s outlook: regime shift to a more volatile world

    SHARE THIS With the US “exceptionalism” narrative fading, we see value in global diversification. We observe potential turning points in Europe and China equities that may serve as opportunities to diversify global portfolios. Volatile market...

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

  • Balancing Act Monthly Insights: Global Multi-Asset (March 2025)

    SHARE THIS We downgraded our defensive position marginally, while we maintained an overweight to growth assets.

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-march-2025

  • Sustaining the future: the ongoing case for sustainable bonds

    SHARE THIS Despite a retreat from sustainability initiatives in the US, the sustainable bond market, particularly green bonds, remains strong globally due to continued investor demand, attractive bond yields and increasing participation from countries...

    https://www.nikkoam.co.nz/articles/2025/sustaining-the-future-march-2025

  • President Trump May Know The Lesser of Available Evils

    SHARE THIS The chart below is by no means perfect in terms of its specific execution; global price indices are few and far between but it serves to make the point that, since the advent of “Globalization” during the early – mid 1990s, goods prices have...

    https://www.nikkoam.co.nz/articles/2025/president-trump-may-know-the-lesser-of-available-evils

  • ASEAN’s investment potential in a Trump 2.0 world

    SHARE THIS As the rest of the world contends with the geopolitical and economic implications of Trump 2.0, ASEAN presents a wealth of long-term investment opportunities, driven by strong fundamentals and supportive policies.

    https://www.nikkoam.co.nz/articles/2025/asean-investment-potential-in-a-trump-2-world-march-2025

  • In response to Liberation Day tariffs

    SHARE THIS We discuss the implications of the expansive new tariffs unveiled by the US and explore the effects on markets, consumer sentiment and potential future outcomes from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2025/liberation-day-tariffs-april-2025

  • US tariffs: the high-stakes games begin

    SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...

    https://www.nikkoam.co.nz/articles/2025/us-tariffs-highstakes-games-begin-april-2025

  • Navigating Japan Equities: Monthly Insights From Tokyo (April 2025)

    SHARE THIS The US tariff-induced turmoil could slow the pace of the Bank of Japan’s rate hikes, but the cycle of wages and prices, which has made the central bank confident about monetary tightening, is expected to remain intact over the longer term.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-april-2025

  • New Zealand Equity Monthly (March 2025)

    SHARE THIS New Zealand’s equity market struggled in the first three months of 2025 amid global uncertainty due to trade tariffs imposed by the Trump administration. Although the market news flow was quiet in March overall, some notable developments...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-march-2025

  • Impact of additional US tariffs on Asia rates and credit markets

    SHARE THIS The "Liberation Day" US tariffs are expected to strongly impact Asia, where most countries run a trade surplus with the US. Although significant uncertainty is likely to linger, our base case is for most of the region's economies to...

    https://www.nikkoam.co.nz/articles/2025/impact-of-additonal-us-tariffs-on-asia-april-2025

  • New Zealand Fixed Income Monthly (March 2025)

    SHARE THIS In a key development for New Zealand’s fixed income market, official figures suggest that the Reserve Bank of New Zealand has won its fight against inflation. We feel that the victory has come at a cost, however, given the significant impact...

    https://www.nikkoam.co.nz/articles/2025/nz-fixed-income-monthly-march-2025

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (March 2025)

    SHARE THIS Against this more challenging but still benign macroeconomic backdrop, we expect Asian corporate and bank credit fundamentals to stay resilient, aside from a few sectors and specific credits which may be affected by tariff threats or...

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

  • Chinese property developer bonds: reflecting on the sleeper rally and what lies ahead

    SHARE THIS Amid the challenges facing China's property market, work is well under way to restore confidence in the housing sector. It remains an uphill task for both Beijing and the country's property groups, but there are signs of renewed investor...

    https://www.nikkoam.co.nz/articles/2025/chinese-property-developer-bonds-april-2025

  • Isolation day: the geopolitical impact of Trump’s tariffs on the world

    SHARE THIS The US markets have dominated global portfolio flows, but investors may seek alternative investment destinations if the ongoing change in trade dynamics results in an extended period of elevated US risk premiums. With US tariff policies...

    https://www.nikkoam.co.nz/articles/2025/isolation-day-april-2025

  • Global Investment Committee review: scenarios for a less certain global outlook

    SHARE THIS The Global Investment Committee (GIC) held an extraordinary session to review the macroeconomic and market impact of tariffs announced by the US on 2 April, as well as subsequent actions and market reactions. The GIC’s verdict is that while...

    https://www.nikkoam.co.nz/articles/2025/global-investment-committee-review-april-2025

  • Harnessing Change-Monthly Insights: Asian Equity (March 2025)

    SHARE THIS China’s focus on boosting domestic consumption as their top policy priority in 2025 sets a positive trajectory. The ability of individual countries to provide domestic stimulus is going to be crucial in limiting the impact of global growth...

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

  • Are Foreign Investors Really Fleeing US Assets?

    SHARE THIS Understandably much of the popular market commentary has centred around the possible “Repatriation Trade” and in particular is has focussed on possible flows out of the UST by foreign investors. There have also been stories of some selling...

    https://www.nikkoam.co.nz/articles/2025/are-foreign-investors-really-fleeing-us-assets

  • Balancing Act Monthly Insights: Global Multi-Asset (April 2025)

    SHARE THIS One major “plotline” central to the recent series of tariff moves is the tense trade relationship between the US and China. In this issue, we will explore how Chinese bonds have historically offered defensive characteristics and their...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-april-2025

  • Financing nature at scale

    SHARE THIS Nature-related risks and opportunities are rising fast on the global investment agenda. Yet for many investors, finding scalable, credible ways to finance biodiversity remains a challenge. Sovereign green bonds may offer one of the most...

    https://www.nikkoam.co.nz/articles/2025/2504-financing-nature-at-scale

  • Navigating Japan Equities: Monthly Insights From Tokyo (May 2025)

    SHARE THIS While the “tariff crisis” may have clouded Japan’s economic outlook, the prospects are certainly not opaque as it may look to reduce the role of US exports. Trade tensions have also prompted the Bank of Japan to hold monetary policy steady,...

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-may-2025

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