Search Nikko AM

 
Assuming funds is optional, and individual is optional, and nikkoamglobalbondfund is optional, and tw0627 is optional, the following results were found.

  • Asian Fixed Income Monthly - December 2020

    SHARE THIS The US Treasury (UST) yield curve steepened slightly in December. The UST 10-year bond yield rose 7.5 basis points (bps) to 0.915%, while the 2-year bond yield fell by 2.7 bps to 0.122%. Concerns in the month revolved around rising COVID-19...

    https://www.nikkoam.co.nz/articles/2020/asian-fixed-income-monthly-december-2020

  • Asian Fixed Income Monthly - January 2021

    SHARE THIS The US Treasury (UST) yield curve steepened in January. The prospect of increased federal spending in the US prompted a sharp upward move in UST yields at the start of the year.

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-january-2021

  • Russia - Ukraine

    SHARE THIS The Western World today faces a public sector burden that bears a troubling resemblance to the immediate Post-war period in the late 1940s and 1950s; a private sector debt burden that bears comparison to the late 1990s / early 2000s; and an...

    https://www.nikkoam.co.nz/articles/2022/russia-ukraine

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2022

    SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-march-2022

  • A More Uncertain Future than the Hawks Realize

    SHARE THIS Since the Pandemic first unfolded, it has generally paid to invest and act according to what the Federal Reserve Chairman said was going to happen, rather than what did in fact happen. The obvious example being last year, when the Fed told...

    https://www.nikkoam.co.nz/articles/2022/a-more-uncertain-future-than-the-hawks-realize

  • New Zealand Fixed Income Monthly – June 2022

    SHARE THIS As New Zealand grapples with inflation and the spectre of a recession, we highlight the impact increasing mortgage rates may have on consumer spending. This is an important theme as it ties in with how we need to consider absolute interest...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-june-2022

  • Asia corporate high yield: Market review and outlook

    SHARE THIS Asia high yield credit had a tough start to 2022, succumbing to heavy selling pressure . Apart from geopolitical tensions, tighter financial conditions and rising recession risk in major developed economies, sentiment toward Asia HY has been...

    https://www.nikkoam.co.nz/articles/2022/asia_corporate_high_yield_august_22

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-September 2022

    SHARE THIS Going forward, despite some expected moderation amidst the slowdown in global growth, we believe that growth and corporate credit fundamentals will remain sufficiently robust to prevent a meaningful widening of credit spreads. However, some...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-september-22

  • Balancing Act-Monthly insights: Multi-Asset Team-November 2022

    SHARE THIS This month, Fed Chair Powell seemed hellbent on quashing any last hope of a pivot or at least slowing the pace of rate hikes sometime soon. But this crushing blow to hope helped sow the seeds of an eyewatering rally when one inflation print...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-november-2022

  • The case for China bonds

    SHARE THIS China’s bond market is exhibiting low correlation to other asset classes, displaying historically lower volatility, enjoying continued internationalisation of the renminbi and benefitting from the country being included in globally...

    https://www.nikkoam.co.nz/articles/2022/the-case-for-china-bonds

  • Navigating Japan Equities: Monthly Insights from Tokyo (January 2023)

    SHARE THIS We discuss the Bank of Japan’s unexpected move to tweak its yield curve control scheme and the potential implications; we also provide a brief overview of some of the factors seen impacting Japan equities in 2023.

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-january-2023

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2022

    SHARE THIS We expect global inflation to ease and global growth to weaken in 2023; we also think that the Fed is likely to pause hiking rates by the first quarter of 2023. Against this backdrop, we are broadly constructive on regional bonds as most...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-december-22

  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2023)

    SHARE THIS This month we assess the trends in wages and salaries with significant change potentially in progress; we also discuss how changes at the BOJ may affect the market.

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-february-2023

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2023

    SHARE THIS We maintain the view that global inflationary pressures may moderate further. We prefer Singapore, South Korea and Indonesia bonds. As for currencies, we favour the renminbi, the Singapore dollar and the Thai baht.

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-january-23

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-September 2023

    SHARE THIS Amid the current rise in oil prices, global central banks have become more vigilant against inflation, becoming increasingly wary of risks occasioned by a potentially premature end to their rate hiking cycles. Consequently, we deem it...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-sep-23

  • Global fixed income outlook 2024

    SHARE THIS We present our 2024 outlook for sustainable fixed income, core markets and credit markets.

    https://www.nikkoam.co.nz/articles/2023/global-fixed-income-outlook-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2023

    SHARE THIS We expect sentiment toward Asia’s bond markets to turn increasingly positive in 2024. We also expect macro and corporate credit fundamentals across Asia ex-China to stay resilient on the back of fiscal buffers, although slower economic...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-nov-23

  • Corporate governance reform points to opportunities ahead in Japan equities

    SHARE THIS Japan may not be known for quick, sweeping reforms. However, developments in the country’s corporate governance over the last 10 years suggest that once changes are set in motion, they can have a deep and lasting impact, raising the value of...

    https://www.nikkoam.co.nz/articles/2023/corporate-governance-reform-points

  • 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

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

    SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly India, Indonesia and Philippine bonds. In our view, the disinflation trends in these countries should provide the Reserve Bank of India, Bank Indonesia and Bangko...

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

Quick Links