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  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2024)

    SHARE THIS This month we discuss how emerging growth narratives such as semiconductors may come into focus in 2024; we also assess the slightly hawkish turn the BOJ took at its January policy meeting.

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

  • Future Quality Insights: healthcare offers diversification from market hot spots

    SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2024

  • Global Equity Quarterly Q1 2024

    SHARE THIS Dreams have a place in the world. However, in stock markets, cashflows often serve as gravity when share prices display dream-like behaviour. Fortunately, our Future Quality philosophy, coupled with our consistent process of reviewing the...

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q1-2024

  • Change as the only constant: investing in a world in transition

    SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...

    https://www.nikkoam.co.nz/articles/2024/change-as-the-only-constant-2024

  • Global Equity Quarterly (Q2 2024)

    SHARE THIS Perhaps there may be disappointment at the lack of money-spinning applications pertaining to AI which may cause investor sentiment to cool. Nevertheless, the improvements in earnings and cash flow appear sustainable so far and are certainly...

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q2-2024

  • Global Equity Quarterly (Q3 2024)

    SHARE THIS The markets suggest that growth will stay at a premium in the short term. Hence, our focus on Future Quality companies, especially those capable of taking market share as the economic backdrop worsens, may prove beneficial.

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q3-2024

  • New Zealand Equity Monthly (October 2024)

    SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...

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

  • Future Quality Insights: pandemic memories and ongoing impact on companies

    SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2412

  • Global Equity Quarterly (Q4 2024)

    SHARE THIS Our focus on franchise and management quality allows us to look forward with optimism, whilst balance sheet quality and valuation discipline provide comfort for when the fireworks start for all the wrong reasons.

    https://www.nikkoam.co.nz/articles/2025/global-equity-quarterly-q4-2024

  • Japan Equity Monthly - February 2021

    SHARE THIS We assess the factors that enabled the Nikkei to rise above the 30,000 threshold for the first time since 1990; we also view the recent Robinhood frenzy from a Japanese market perspective.

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

  • The Alternative Fund: Rephrasing Multi-Strategy

    SHARE THIS We have found most surveys classify the Multi-Strategy Fund as ‘growth’, which is somewhat ironic given that it isn’t ‘growthy’ enough to warrant more than a 5% weight in the growth fund.

    https://www.nikkoam.co.nz/articles/2021/the-alternative-fund-rephrasing-multi-strategy

  • Russia Ukraine Conflict

    SHARE THIS Following the Russian invasion of Ukraine, there has been considerable media coverage and interest about the implications this has on New Zealand investments. This invasion has seen devasting humanitarian effects. Our thoughts are with the...

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

  • 2023 Global Fixed Income outlook

    SHARE THIS We present our 2023 outlook for core markets, emerging markets and global credit.

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

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

    SHARE THIS We are more positive on duration overall, on the assessment that we are likely past peak hawkishness from the Federal Reserve and other developed market central banks. We favour Singapore and South Korean government bonds, given their...

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

  • The Federal Reserve Scared of What it Can’t See?

    SHARE THIS A regular debate between the older and younger members of the Hunt-household revolves around whether old suspenseful Black-and-White horrors are actually more scary than vivid technicolour gore modern films. We suspect that for the Federal...

    https://www.nikkoam.co.nz/articles/2023/the-federal-reserve-scared-of-what-it-can’t-see

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

    SHARE THIS We expect macro and corporate credit fundamentals across Asia ex-China to stay resilient due to fiscal buffers although slower economic growth seems to loom over the horizon.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-monthly-dec-23

  • Will Quantitative Easing Return Soon?

    SHARE THIS This may appear an odd question to ask given the recent slew of poor inflation data points that have been released but we suspect that “all is not quite as it seems” within bond markets, or even the global economy. First, the inflation story.

    https://www.nikkoam.co.nz/articles/2024/will-quantitative-easing-return-soon

  • Biden – and the Markets’ - Big Gamble?

    SHARE THIS The US and most other authorities’ reaction to the Global Pandemic was to flood the financial system with cash, principally via the act of central banks buying government bonds. The sums involved were massive, in part because the authorities...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/biden-–-and-the-markets’-big-gamble

  • Balancing Act Monthly Insights: Global Multi-Asset (October 2024)

    SHARE THIS The start of the Fed’s rate cut cycle was a boost to risk sentiment, with resilient US data and declining inflation placing the market in a goldilocks situation. Likewise, the start of a global rate cutting cycle sets up a positive...

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

  • Balancing Act: Global Multi-Asset Quarterly (Q3 2024)

    SHARE THIS Volatility dominated risk markets in the early part of the July-September quarter, while perceptions of the US employment environment also had an impact. Over the quarter, we kept an overweight position on growth assets and maintained a...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-quarterly-q3-november-2024

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