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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

  • 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

  • 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

  • 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

  • New Zealand Equity Monthly (April 2024)

    SHARE THIS New Zealand is seeing its first set of climate-related disclosures. Under this regime which began in January 2023, large organisations release "climate statements" about the potential impact of their operations on the climate and vice versa,...

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

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

    SHARE THIS Markets have continued their strong growth through 2024, as odds continue to grow that central banks are able to walk the tight rope and avoid any real slowdown of global growth. US inflation has remained above expectations. However, some...

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

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

    SHARE THIS We favour South Korean, Indian and Philippine government bonds and have adopted a neutral stance on Indonesian bonds. Meanwhile, the fundamentals backdrop for Asian credit remains supportive.

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

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

    SHARE THIS We expect the broader trend of easing global yields, prompted by expectations for the Fed to begin lowering interest rates, to support a downward bias in Asian bond yields. We continue to favour Indian and Philippine government bonds over...

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

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

    SHARE THIS India remains the long-term growth story in Asia and continues to attract fresh investment flows. China, on the other hand, has become the value play waiting for positive catalysts to turnaround sentiment.

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

  • Global Investment Committee’s outlook: low risk no longer

    SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.

    https://www.nikkoam.co.nz/articles/2024/2410-gic-outlook-low-risk-no-longer

  • Are China’s stimulus measures enough?

    SHARE THIS The raft of stimuli recently unveiled in China is the most coordinated policy since the start of the country’s economic downturn. This, along with the start of the Fed’s monetary policy easing, represents key fundamental changes. However, as...

    https://www.nikkoam.co.nz/articles/2024/2410-are-chinas-stimulus-enough

  • New Zealand Equity Monthly (September 2024)

    SHARE THIS Nikko AM NZ released its first annual “climate statement” under New Zealand’s new climate-related disclosures regime in July. The framework requires approximately 200 organisations, including large publicly listed companies, to release...

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

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

    SHARE THIS The market expects more rate cuts from the Fed, giving Asian central banks room to lower rates, which is very supportive for domestic growth. Meanwhile, with more China stimulus measures anticipated, we see asset allocation into Chinese...

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

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

    SHARE THIS We expect Asian local government bonds to perform well in 2025, supported by accommodative central banks amid an environment of benign inflation and moderating growth. The ongoing global easing cycle is expected to lower global yields,...

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

  • How Japan can safeguard against US tariffs

    SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...

    https://www.nikkoam.co.nz/articles/2025/how-japan-can-safeguard-against-us-tariffs-2025

  • What the return of interest rates means for Japan

    SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...

    https://www.nikkoam.co.nz/articles/2025/2502-what-the-return-of-interest-rates-means-for-japan

  • 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

  • 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

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