SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.
SHARE THIS We gauge Japan’s slow vaccine rollout from an economic perspective and assess the shift in work styles that occurred during the pandemic and its potential impact on real estate prices.
SHARE THIS The UST yield curve steepened further in March as stronger-than-expected domestic economic data prints, passage of the US dollar (USD) 1.9 trillion stimulus package and a ramp-up in the rate of US vaccinations amid slowing daily infection...
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.2% during the month. Australian equities lagged key offshore markets during the month. Despite COVID-19 cases rising exponentially in the US and Europe, the start of the vaccine roll-out and...
SHARE THIS The S&P/ASX 200 Accumulation Index returned 10.2% during the month. Australian equities enjoyed a strong month (in fact, the best monthly return since 1992) on positive COVID-19 vaccine news, additional quantitative easing measures locally...
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned 1.08% over the month.
SHARE THIS Monthly market update from Nikko AM's Domestic Fixed Income and Domestic Equity teams. Friday 31st July 2020 This week we are joined by Andrew Hunt, Global Economist. Andrew's presentation is available for download here Read more from...
SHARE THIS Weekly market update from Nikko AM's Domestic Fixed Income and Domestic Equity teams. Friday 24th April 2020 This week we are joined by Cathie Wood, CEO & CIO of ARK Invest. Friday 17th April 2020 On the call this week, we have Hugh Briscoe....
SHARE THIS Weekly market update from Nikko AM's Domestic Fixed Income and Domestic Equity teams. Friday 22nd May 2020 This week we are joined by Rob Hennin, CEO, nib Insurance Friday 15th May 2020 This week we are joined by Will Low, Investment...
SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management's 2020 Best of the Best Awards Nikko Asset Management (Nikko AM) has won four categories at the Asia Asset Management 2020 Best of the Best Country Awards - selected in Japan for Fund...
SHARE THIS Part 2: Could a disruptive innovation strategy sit in a client’s portfolio?
SHARE THIS Nikko Asset Management NZ grows AUM to over $5 billion "Nikko Asset Management New Zealand’s assets under management (AUM) now exceeds NZ$5 billion, up from $4 billion in December 2014, an increase of 25 percent. One area of growth in its...