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Nikko AM Wholesale Conservative Fund

SHARE THIS Fact Sheet Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund close to its strategic asset allocation (SAA). Nikko AM NZ’s SAA philosophy encompasses the following attributes: An appropriate long...

Nikko AM Wholesale Growth Fund

SHARE THIS Fact Sheet Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund close to its strategic asset allocation (SAA). Nikko AM NZ’s SAA philosophy encompasses the following attributes: An appropriate long...

Nikko AM Wholesale Global Shares Fund

SHARE THIS Fact Sheet The Global Equity team of Nikko Asset Management Europe is the investment manager of the Nikko AM Wholesale Global Shares Fund. The process delivers a high active share, differentiated global equity portfolio that aims to provide...

Nikko AM Wholesale NZ Corporate Bond Fund

SHARE THIS Fact Sheet Philosophy Nikko AM NZ applies a low-risk approach in the New Zealand fixed income sector, reflecting the conservative nature of fixed income assets. All securities are rated ‘Investment Grade’ with the Fund constructed to achieve...

Nikko AM Wholesale Global Shares Hedged Fund

SHARE THIS Fact Sheet The Global Equity team of Nikko Asset Management Europe is the investment manager of the Nikko AM Wholesale Global Shares Fund. The process delivers a high active share, differentiated global equity portfolio that aims to provide...

Nikko AM Wholesale ARK Disruptive Innovation Fund

SHARE THIS Fact Sheet Obtains investment exposure by investing in the Nikko AM Wholesale ARK Disruptive Innovation Fund The Nikko AM ARK Global Disruptive Innovation Fund gains exposure to global equities that are relevant to the investment theme of...

Nikko AM NZ Operational and Administrative Terms and Conditions for Wholesale Clients

SHARE THIS Onboarding/ ongoing administration: Each party will provide the other party with a list of persons who are authorised to act in accordance with the investment and also the capacity in which they are entitled to act in accordance with...

The Federal Reserve: a Different Beast

SHARE THIS I think that it was Henry Kissinger that once said that "academic politics is so vicious because the stakes are so low". However, when academic politics affects economic policymaking, the stakes are far from low.

Balancing Act: Monthly insights from the Global Multi-Asset Team-November 2021

SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...

Do Interest Rates Matter that Much? Yes, and No…

SHARE THIS One cannot turn on a financial news programme at present without hearing some talking-head or other discussing the outlook for interest rates, almost as though they are the only thing that matters to markets or the economy. We suspect that...

Balancing Act-Monthly insights: Multi-Asset Team-October 2023

SHARE THIS Defying seemingly broad sentiment that a slowdown is coming, the US economy continues to chug along, and bond yields are continuing to wake up to the monetary reality that long-term rates need to be repriced accordingly. The adjustment has...

Global multi-asset outlook 2025

SHARE THIS Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...

Sustaining the future: the ongoing case for sustainable bonds

SHARE THIS Despite a retreat from sustainability initiatives in the US, the sustainable bond market, particularly green bonds, remains strong globally due to continued investor demand, attractive bond yields and increasing participation from countries...

Funds

It’s Different This Time: Inflation Versus Deflation, Credit versus Money

SHARE THIS It may not be quite as profound as the eternal “chicken and the egg question” but nevertheless we suspect that deep in the bowels of some academic institutions, aging economists are still debating which came first, money or credit? Did the...

Core markets fixed income quarterly

SHARE THIS The striking 52% year-on-year surge in prices of second-hand US vehicles has, as expected, caught market attention, with global chip shortages often blamed for the disruption in the market for used cars. Behind the scenes, however, stands...

Further improving Japan’s equity culture and wealth

SHARE THIS Japan’s economy should boom after the Olympics burden passes. Its stock market will likely rebound sharply too, but one item that has limited Japan’s equity culture, and thus, its wealth, especially for wary pensioners, is overly...

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...

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...

Navigating Japan Equities: Monthly Insights from Tokyo (May 2023)

SHARE THIS This month we discuss how Warren Buffett’s focus on Japan has put the country’s market back on investor radars and how it could be a chance for companies to disseminate meaningful information; we also analyse the TSE’s surprise “name and...