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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...

Nikko AM NZ Operational and Administrative Terms and Conditions for Wholesale Clients

SHARE THIS Onboarding/ ongoing administration: Each party will provide the other party with a list of persons who are authorised to act in accordance with the investment and also the capacity in which they are entitled to act in accordance with...

The Federal Reserve: a Different Beast

SHARE THIS I think that it was Henry Kissinger that once said that "academic politics is so vicious because the stakes are so low". However, when academic politics affects economic policymaking, the stakes are far from low.

Future Quality Insights – June 2022 - Revolutions and war: The start of an energy broadband boom

SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...

Navigating Japan Equities: Monthly Insights from Tokyo (October 2023)

SHARE THIS This month we discuss the timing of Japan’s savings to investments push as assets held by households hit a record high; we also look at the rise in the domestic long-term yield to a 10-year peak and assess its potential impact on the equity...

Future Quality Insights -November 2023-New regime, new learning

SHARE THIS The last few quarters have been a good reminder that we are in a changing world. As a result, we need to focus always on investing in enduring franchises and we would suggest that our Future Quality approach is soundly placed in that regard....

Navigating Japan Equities: Monthly Insights From Tokyo (April 2024)

SHARE THIS The Bank of Japan (BOJ) lifted interest rates for the first time in 17 years in March, making a historic departure from negative interest rates. We provide an overall evaluation of its decision, discuss how long accommodative monetary...

Balancing Act: Monthly insights from the Global Multi-Asset Team-November 2021

SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...

Do Interest Rates Matter that Much? Yes, and No…

SHARE THIS One cannot turn on a financial news programme at present without hearing some talking-head or other discussing the outlook for interest rates, almost as though they are the only thing that matters to markets or the economy. We suspect that...

Balancing Act-Monthly insights: Multi-Asset Team-October 2023

SHARE THIS Defying seemingly broad sentiment that a slowdown is coming, the US economy continues to chug along, and bond yields are continuing to wake up to the monetary reality that long-term rates need to be repriced accordingly. The adjustment has...

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,...

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...

Nikko AM KiwiSaver Scheme Global Shares Fund

SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Global Shares Fund The Global Equity team of Nikko Asset Management Europe is the investment manager of the...

Funds

A big comeback: Rising fortunes of Asia’s small caps

SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...

Balancing Act-Monthly insights: Multi-Asset Team-January 2023

SHARE THIS In our view, the change from dollar strength to relative weakness is meaningful for the shift in relative growth prospects, favouring the rest of the world over the US.

Buy / Sell Spreads

SHARE THIS Buy/sell spreads can apply to any/all funds as and when market conditions require them. Our objective is to set the spreads at a level which reflect the expected transaction costs, so they are paid by transacting investors and not by other...

Fed and BOJ in a wait-and-see mode amid uncertainty over US fiscal and trade policies

SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...

Important Information Regarding Investment Insights

SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...

Nikko Asset Management Group Proxy Voting Policy

SHARE THIS Proxy voting rights in investee companies are the most important right granted to shareholders in order to increase investee companies’ medium to long-term corporate value. Nikko AM Group exercises proxy voting rights independently and...