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  • Global Equity Quarterly Q2 2021

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q2-global

  • Future Quality Insights - August 2021

    SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2108

  • Japan’s structural reform to benefit investors

    SHARE THIS The three Japan-related news topics that have overwhelmingly dominated the attention of Western media so far this year are COVID-19 (by far), the Tokyo Olympics and the showdown at Toshiba.

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

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2110

  • Global Equity Quarterly Q3 2021

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q3

  • Future Quality Insights - December 2021 - A trip to Lisbon

    SHARE THIS Just a few weeks ago I attended my first in-person conference since 2019. Over 40,000 people descended upon Lisbon for Web Summit, one of the world’s largest technology conferences. The event brings together CEO’s and founders of established...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2112

  • Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

    SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2112

  • Global Equity Quarterly (Q4 2021)

    SHARE THIS An ability to look forward to better times and remain optimistic is invaluable. These attributes are no less helpful when investing in equities. Whilst you can get an unpleasant surprise from misjudging the direction of the tide while...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q4

  • Future Quality Insights – February 2022 - History rhymes

    SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2202

  • Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities

    SHARE THIS The GIC expects the global economy to continue struggling in a form of “stagflation-lite” and sees a relatively flat performance for global equities for the next three to six months (although quite positive on Pacific equities), with...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2203

  • Global Equity Quarterly (Q1 2022)

    SHARE THIS We are keen to participate in the push towards a less carbon intensive future but want to do so in a balanced fashion, with one eye on the associated risks.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q1

  • Harnessing Change: An investment philosophy for Asia

    SHARE THIS Change is both more prevalent and significant in Asian markets. We believe that seeking to understand it is essential to deliver sustainable returns.

    https://www.nikkoam.co.nz/articles/2022/harvesting-growth-may-22

  • 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...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2206

  • Global Investment Committee’s Outlook: More “Stagflation-lite”, moderately positive on equities ex Europe, negative on global bonds

    SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2206

  • Future Quality Insights – August 2022 - Halgos and three steps for navigating the road ahead

    SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2208

  • Global Equity Quarterly (Q2 2022)

    SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q2-2022

  • Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound

    SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2210

  • Global Equity Quarterly (Q3 2022)

    SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q3-2022

  • 2023 Global macro outlook: Ten predictions

    SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.

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

  • 2023 Asian credit outlook

    SHARE THIS We believe that the benign macro backdrop should remain supportive for credit fundamentals in 2023. The fiscal deficits of Asian economies are expected to gradually narrow as the need for pandemic support decreases.

    https://www.nikkoam.co.nz/articles/2023/asian-credit-outlook-2023

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