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  • Multi-asset Monthly - August 2021

    SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-august-2021

  • Nikko AM ARK Disruptive Innovation Fund

    SHARE THIS Disruptive Innovation Introducing the Nikko AM ARK Disruptive Innovation Fund At Nikko AM we believe that disruptive innovation is key to investing in the future. In August 2017, Nikko AM partnered with ARK Invest – a company focused solely...

    https://www.nikkoam.co.nz/articles/2021/oldark

  • Asian Fixed Income Monthly - September 2021

    SHARE THIS US Treasury (UST) yields rose in September, with the US Federal Open Market Committee finally alluding to moderate its asset purchases as soon as November. The rise in rates was further supported by an escalating power crunch across Europe...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-september-21

  • Global Fixed Income Quarterly - Q4 2021 Outlook

    SHARE THIS The optimist says prices are cheap. The pessimist says prices are expensive. The central banker says inflation is transitory. We remain in the aftermath of a month where the worldview on the future of monetary policy has dramatically changed.

    https://www.nikkoam.co.nz/articles/2021/global-fixed-income-quarterly-outlook-2111

  • Navigating Japan Equities: Monthly Insights from Tokyo (December 2021)

    SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-december-2021

  • 2022 Asian Credit Outlook: Growth momentum seen reviving

    SHARE THIS The macro backdrop and robust corporate credit fundamentals remain supportive of Asia credit spreads. As such, we expect growth momentum of many Asian economies to gather pace heading into 2022. Overall corporate credit fundamentals are...

    https://www.nikkoam.co.nz/articles/2022/asian-credit-outlook-2022

  • 2022 China Equity Outlook: Focusing on new market leaders

    SHARE THIS Amid a flurry of headlines, investors may have largely overlooked the significant number of recent positive developments in China, such as initiatives directed towards ambitious renewables targets, the continued opening up of the financial...

    https://www.nikkoam.co.nz/articles/2022/china-equity-outlook-2022

  • America Sneezes... Asia Stumbles

    SHARE THIS The Federal Reserve may have been caught by surprise by the persistence of inflation in the USA over recent months but we suspect that many investors in the Emerging Markets are about to experience a similarly unpleasant surprise of their...

    https://www.nikkoam.co.nz/articles/2022/america-sneezes-asia-stumbles

  • Thoughts for seasick investors

    SHARE THIS It would not be surprising if the major swings in the markets and macroeconomic conditions, including historic central bank shifts, have made most investors somewhat seasick. Recently on a day-to-day basis, markets seem to react quite...

    https://www.nikkoam.co.nz/articles/2022/thoughts-for-seasick-investors

  • Differentiation through engagement: Opportunities in Japan equities

    SHARE THIS We highlight the increasing importance of engagement in Japan, explain how it could be the key to unlocking the long-underperforming Japanese market’s potential, and assess how it can lead to the generation of alpha.

    https://www.nikkoam.co.nz/articles/2022/differentiation-through-engagement

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

    SHARE THIS The outlook is currently challenging. Tightening is coming, but it is not here yet and in the meantime current policy remains quite accommodative. There is no doubt that extremely easy policy boosted equity prices, which were reinforced by...

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

  • Russia-Ukraine conflict – Nikko AM’s views

    SHARE THIS In order to gain a range of perspectives on the Russia-Ukraine conflict, Nikko Asset Management has gathered the views of various experts and investment teams, representing many of our major asset classes and geographical regions.

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

  • Nikko AM Freedom Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Other Material Information (OMI) for this fund was lodged with the registrar on 10 September 2021. The OMI document supplements the Product Disclosure Statements (PDS) and...

    https://www.nikkoam.co.nz/invest/retail/nikko-am-freedom-fund

  • Press Release - 20220311

    SHARE THIS Nikko Asset Management Makes Donation to Those Affected by the Humanitarian Crisis in Ukraine Nikko Asset Management Co., Ltd. (Nikko AM) is contributing to coordinated international efforts in Ukraine and surrounding countries to provide...

    https://www.nikkoam.co.nz/media-center/press-releases/2022/press-releases-220311

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

    SHARE THIS We have eased our cautious view towards duration as we expect global rates to consolidate from current levels. On currencies, we are positive on the Malaysian ringgit, Indonesian rupiah and Singapore dollar.

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

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

    SHARE THIS Relief rallies are always encouraging but do not necessarily portray parting clouds for a return to “normal” market conditions. The market is still digesting a rather dizzying array of challenging dynamics that have unfolded quickly over the...

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

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

    SHARE THIS Increasing energy and food prices were the main factors that pushed most regional headline CPI prints higher in March. The Monetary Authority of Singapore aggressively tightened FX policy while China stepped up both monetary and fiscal...

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

  • New Zealand Fixed Income Monthly – May 2022

    SHARE THIS The beleaguered New Zealand bond market received some respite in May, while the Reserve Bank of New Zealand raised the Official Cash Rate by 50 basis points to 2%, with the market pricing in the central bank hiking rates again in July and...

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

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

    SHARE THIS Defined as negative growth for two consecutive quarters, a recession is certainly in the realm of possibilities (if not probable). However, it may be more a reflection of continued extreme economic volatility following the COVID-19 pandemic,...

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

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

    SHARE THIS Inflationary pressures accelerated in May across the region, due to higher transport and food prices. We maintain our preference for Malaysian bonds, as we believe that inflation will be better contained in Malaysia compared to other...

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

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