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Press Release - 20250225_01

SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2025 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 4 February for three categories in Asia Asset Management‘s 2025 Best of the Best Awards. These...

What the return of interest rates means for Japan

SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...

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.

Retail Funds

Perspectives

SHARE THIS Innovation Comes Naturally. Global Perspectives with Asian DNA.

Performance - Retail

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Performance - KiwiSaver

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Inflation Is Regressive; Scenarios for 2021

SHARE THIS During his now quite famous Jackson Hole session this year, the Fed Chairman outlined what at face value looks to be a profound shift in the Fed’s way of thinking about the economy.

Maintaining Prosperity During Turmoil

SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...

Jumping the paradox

SHARE THIS 2020 was a year of fear, anxiety, uncertainty and global economic defibrillation. And yet for investors and owners of assets – from art, to gold to property – it was also one of growth, prosperity and increasing confidence. This asset price...

Asian Fixed Income Monthly - December 2020

SHARE THIS The US Treasury (UST) yield curve steepened slightly in December. The UST 10-year bond yield rose 7.5 basis points (bps) to 0.915%, while the 2-year bond yield fell by 2.7 bps to 0.122%. Concerns in the month revolved around rising COVID-19...

Asian Fixed Income Monthly - January 2021

SHARE THIS The US Treasury (UST) yield curve steepened in January. The prospect of increased federal spending in the US prompted a sharp upward move in UST yields at the start of the year.

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

SHARE THIS Policy actions by monetary authorities diverged across the region; we remain cautious on bonds of low yielding countries and regional currencies.

Russia - Ukraine

SHARE THIS The Western World today faces a public sector burden that bears a troubling resemblance to the immediate Post-war period in the late 1940s and 1950s; a private sector debt burden that bears comparison to the late 1990s / early 2000s; and an...

Balancing Act-Monthly insights: Multi-Asset Team-March 2022

SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...

A More Uncertain Future than the Hawks Realize

SHARE THIS Since the Pandemic first unfolded, it has generally paid to invest and act according to what the Federal Reserve Chairman said was going to happen, rather than what did in fact happen. The obvious example being last year, when the Fed told...

New Zealand Fixed Income Monthly – June 2022

SHARE THIS As New Zealand grapples with inflation and the spectre of a recession, we highlight the impact increasing mortgage rates may have on consumer spending. This is an important theme as it ties in with how we need to consider absolute interest...

Asia corporate high yield: Market review and outlook

SHARE THIS Asia high yield credit had a tough start to 2022, succumbing to heavy selling pressure . Apart from geopolitical tensions, tighter financial conditions and rising recession risk in major developed economies, sentiment toward Asia HY has been...

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

SHARE THIS Going forward, despite some expected moderation amidst the slowdown in global growth, we believe that growth and corporate credit fundamentals will remain sufficiently robust to prevent a meaningful widening of credit spreads. However, some...

Balancing Act-Monthly insights: Multi-Asset Team-November 2022

SHARE THIS This month, Fed Chair Powell seemed hellbent on quashing any last hope of a pivot or at least slowing the pace of rate hikes sometime soon. But this crushing blow to hope helped sow the seeds of an eyewatering rally when one inflation print...