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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.

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.

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...

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...

Funding high-impact climate action with green bonds

SHARE THIS The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns...

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...

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...

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.

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...

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...

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.

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...

Nikko AM Wholesale Property Fund

SHARE THIS Fact Sheet Philosophy The Nikko AM Wholesale Property Fund approaches property investment from a purist standpoint, remaining true to an accurate definition of listed property investment. When forming views emphasis is placed on yield,...

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...

Retail Funds

Perspectives

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

Performance - Retail

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Performance - Institutional

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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.