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  • Another Unusual Year – the Outlook for 2023

    SHARE THIS The subject of inflation has of course dominated markets in 2022 and most investors – no doubt cheered by some recent improvements in the reported rate of US headline inflation – are hoping that the issue will fade over the course of 2023...

    https://www.nikkoam.co.nz/articles/2022/another-unusual-year-–-the-outlook-for-2023

  • 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

  • Narratives and Liquidity: A Personal Journey

    SHARE THIS In my experience, there is nothing so powerful for asset markets as an “unquantifiable positive story and a tonne of liquidity”. Russell Napier’s Library of Mistakes in Edinburgh looks brilliantly at some of the madness that has taken hold...

    https://www.nikkoam.co.nz/articles/narratives-and-liquidity-a-personal-journey

  • Japan's cash-rich companies: harnessing corporate reforms

    SHARE THIS Japan, a nation of “cash-rich” companies, is undergoing corporate reforms aimed at raising valuation of companies by improving their capital efficiency. The reforms, along with cash-rich companies' historical outperformance and strategic...

    https://www.nikkoam.co.nz/articles/2024/japans-cash-rich-companies-harnessing-corporate-reforms-2024

  • Japan’s equity market a hotspot for active investment

    SHARE THIS Japan Equity Investment Director Junichi Takayama explains how active management can help identify opportunities, particularly within the small and mid-cap markets.

    https://www.nikkoam.co.nz/articles/2024/japans-equity-market-a-hotspot-for-active-investment-2024

  • What the Fed’s rate cut tells us about current financial conditions

    SHARE THIS The Federal Reserve’s 50 bps rate cut demonstrated the power of financial markets at present. As the markets had already priced in a significant probability of a 50 bps reduction, the Fed could have viewed such conditions as a good time to...

    https://www.nikkoam.co.nz/articles/2024/what-the-feds-rate-cut-tells-us-2024

  • Global Investment Committee’s outlook: growth cycle may continue but mind the fatter tails

    SHARE THIS We have upgraded our near-term economic outlook for the US and anticipate Japan's "virtuous circle" to remain intact. Predicting the timing of any cyclical market downturn remains challenging. However, we also highlight heightened tail risks...

    https://www.nikkoam.co.nz/articles/2024/gic-outlook-december-2024

  • Trust. Will the Old World Survive the New Regimes?

    SHARE THIS The focus in the media and amongst most analysts has centred around tariffs and a possible fiscal tightening in the USA – although we would argue that on a cash basis the latter is already happening quite aggressively. In some cases, it...

    https://www.nikkoam.co.nz/articles/2025/trust-will-the-old-world-survive-the-new-regimes

  • Are Foreign Investors Really Fleeing US Assets?

    SHARE THIS Understandably much of the popular market commentary has centred around the possible “Repatriation Trade” and in particular is has focussed on possible flows out of the UST by foreign investors. There have also been stories of some selling...

    https://www.nikkoam.co.nz/articles/2025/are-foreign-investors-really-fleeing-us-assets

  • Amova Asset Management

    SHARE THIS On 1 September 2025, Nikko Asset Management will officially become Amova Asset Management. While our name and branding will evolve, our commitment to clients, investment philosophy and global expertise remain unchanged. We remain a wholly...

    https://www.nikkoam.co.nz/amova-asset-management

  • Diversified

    Diversified Conservative Balanced Growth The Nikko AM diversified funds are designed to provide investors with a carefully constructed mix of diversified assets in a manner that aims to both optimise investment returns and minimise the risks of loss....

    https://www.nikkoam.co.nz/strategies/diversified

  • Privacy Statement

    SHARE THIS Nikko Asset Management New Zealand Limited is a wholly owned subsidiary of Nikko Asset Management Co., Ltd (‘the Group’), a Japanese asset management group. Nikko AM is owned by Sumitomo Mitsui Trust Bank, Limited (SMTB), DBS Bank and Nikko...

    https://www.nikkoam.co.nz/legal/privacy-statement

  • Nikko AM Multi-Strategy Fund

    SHARE THIS Fact Sheet Quarterly Fund Update This fund is in wind up, with a wind up date of 15 March 2019. No applications are being taken. Obtains investment exposure by investing in the Nikko AM Wholesale Multi-Strategy Fund Nikko AM NZ has engaged...

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

  • Nikko Asset Management wins mandate from nib New Zealand

    SHARE THIS Nikko Asset Management wins mandate from nib New Zealand "Nikko Asset Management New Zealand has won a new mandate to manage private health insurer nib New Zealand's investment funds, of over $100 million, following a competitive review...

    https://www.nikkoam.co.nz/media-center/press-releases/2015/nikko-asset-management-wins-mandate-from-nib-new-zealand

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