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  • 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

  • A new era for manager due diligence

    SHARE THIS The 2007-2008 global financial crisis had a lasting impact on public and private pension funds, as the collapse of Lehman Brothers and massive fraud committed by Wall Street money manager Bernie Madoff placed greater emphasis on fiduciary...

    https://www.nikkoam.co.nz/articles/2021/a-new-era-for-manager-due-diligence

  • Global Investment Committee's 2022 Outlook: Positive for risk assets

    SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...

    https://www.nikkoam.co.nz/articles/2022/global-strategy-outlook-2022

  • Growth

    SHARE THIS The Nikko AM New Zealand Equity team is based in Auckland, New Zealand and has three dedicated Australasian Equity Portfolio Managers. The award winning team has cemented its place as one of New Zealand’s leading equity teams.

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

  • 2021 Asia Credit Outlook

    SHARE THIS We expect Asian credit spreads will tighten gradually over the coming months, supported by a solid rebound in gross domestic product (GDP) growth for most Asian economies in 2021 and stable to slightly better corporate credit fundamentals.

    https://www.nikkoam.co.nz/articles/2021/asia-credit-outlook-2021

  • Global Equity Quarterly Q4 2020

    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.

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

  • Japan Equity Monthly - May 2021

    SHARE THIS We explain why corporate earnings in FY21 are expected to begin reflecting recovering confidence among Japanese companies as vaccine rollouts gain momentum. We also look into the BOJ’s trial run for a digital yen and the impact such a...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-2106

  • Reaping big rewards in Asian small caps

    SHARE THIS Grace Yan, a Senior Portfolio Manager and a member of the Nikko AM Asian Equity Team, talks about the underlying reasons behind her recent success in winning Citywire Asia’s Best Fund Manager award and her passion about uncovering hidden...

    https://www.nikkoam.co.nz/articles/2021/reaping-big-rewards

  • New Zealand Equity Monthly – March 2022

    SHARE THIS This month we focus on A-REITs, which are larger and more liquid relative to their New Zealand peers. One of the sector’s benefits over its New Zealand counterpart is its simple numerical advantage: Australia boasts 34 REITs, which is three...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-march-22

  • New Zealand Fixed Income Monthly – August 2022

    SHARE THIS New Zealand bonds went through a tough period in August. The rough patch reflects continuing uncertainty, with the bond market undecided about whether it should focus on inflation itself or pay more specific attention to the measures that...

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

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

    SHARE THIS We are inclined towards Singapore and South Korean government bonds, given their relatively higher sensitivities to stabilising US Treasury yields. In currencies, we see the Singapore dollar continuing to outperform its regional peers.

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

  • 2023 Asian rates and FX outlook

    SHARE THIS Most Asian countries are expected to grow at a slower pace in 2023 than they did in 2022, and fiscal stimulus will no longer be a dominant factor driving growth in the region. We expect monetary policy outlook to persist as the primary...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-and-fx-outlook-2023

  • Resilience and attractiveness of Asian local bonds

    SHARE THIS Asian local currency bonds are expected to thrive as the region’s central banks end their rate hike cycle on the back of easing inflation. We believe that strong fundamentals, high-quality yields and limited foreign ownership are other...

    https://www.nikkoam.co.nz/articles/2023/resilience-and-attractiveness-of-asian-local-bonds

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

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

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-oct-23

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

    SHARE THIS We increased the overweight to growth assets given that economic data remains resilient against falling inflation and as global central banks lower interest rates. Regarding defensive assets, we have been relatively negative on sovereign...

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

  • Important Information Regarding Investment Insights

    SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...

    https://www.nikkoam.co.nz/disclaimer-insights

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