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Assuming funds is optional, and wholesale is optional, and optionfund is optional, the following results were found.

  • Trump 2.0 and Other Changes

    SHARE THIS France’s Macron became a lame duck President this year. The Tory Party was dumped out of office at the UK general election in favour of a party of relatively inexperienced micro-focussed policymakers who have witnessed a remarkably short...

    https://www.nikkoam.co.nz/articles/2024/trump-2-0-and-other-changes

  • New Zealand Equity Monthly (October 2024)

    SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...

    https://www.nikkoam.co.nz/articles/2024/nz-equity-monthly-october-2024

  • The Future Isn’t What it Was

    SHARE THIS A few weeks ago, we began experimenting with the hypothesis that households – and even some governments – were starting to reassess their long-term income expectations. Years of weak productivity growth, concerns over economic efficiency,...

    https://www.nikkoam.co.nz/articles/2024/the-future-isn’t-what-it-was-2

  • The Future isn’t What it Was.

    SHARE THIS In the days immediately following 9-11, markets understandably fretted that consumer spending would collapse as people would be too scared to go out. In fact, spending picked up – even the author’s usually frugal spending increased.

    https://www.nikkoam.co.nz/articles/2024/the-future-isn’t-what-it-was

  • Navigating Japan Equities: Monthly Insights From Tokyo (May 2024)

    SHARE THIS This month we analyse why the influence of capex and wages on spending behaviour are key to gauging whether an inflationary mindset is taking hold among households; amid an adjustment by Japanese stocks from record highs, we also look for...

    https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-may-2024

  • Disequilibrium Economics

    SHARE THIS Major “events” in markets have been caused by wrong assumptions over mathematical relationships. The Long Term Capital Management Debacle (LTCMD) in 1998 was primarily the result of the incorrect assumption of perfect markets by a cluster of...

    https://www.nikkoam.co.nz/articles/2024/disequilibrium-economics

  • Nikko AM KiwiSaver Scheme Growth Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Growth Fund Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund close...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-growth-fund

  • Nikko AM KiwiSaver Scheme Conservative Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Conservative Fund Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-conservative-fund

  • Nikko AM KiwiSaver Scheme NZ Cash Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale NZ Cash Fund Philosophy Nikko AM NZ applies a low-risk approach in the New Zealand cash sector, reflecting the...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-nz-cash-fund

  • Nikko AM KiwiSaver Scheme ARK Disruptive Innovation Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update 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...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-ark-disruptive-innovation-fund

  • 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

  • Repressed Inflation May Bubble to the Surface Next Year

    SHARE THIS Whether for year-end management reasons, or as a result of political considerations, it is a fact that the US Federal Reserve has allowed effective monetary conditions to ease over the last month. The public sector has injected more than...

    https://www.nikkoam.co.nz/articles/2023/repressed-inflation-may-bubble-to-the-surface-next-year

  • These Are Era-Defining Times

    SHARE THIS It has been a wild few weeks within debt markets – sharp sell-offs, even sharper rallies, and then a renewed sell off. Movements in equity markets have looked tame by comparison. Bond markets are certainly having to process a lot of...

    https://www.nikkoam.co.nz/articles/2023/these-are-era-defining-times

  • Asia: A Shortage of Dollars

    SHARE THIS The media is abuzz with stories about the demise of the US Dollar as a reserve currency and the rise of alternatives, such as the proposed new “BRICs” currency. From our perspective, we cannot think of a worse monetary idea than a pan-BRIC...

    https://www.nikkoam.co.nz/articles/2023/asia-a-shortage-of-dollars

  • The Demise of the Once Mighty US Dollar?

    SHARE THIS As an undergraduate economist, the subject of foreign exchange reserves and reserve currencies garnered scant attention because we were in a world of floating currencies in which FX intervention, when it did occur, was only ever modest and...

    https://www.nikkoam.co.nz/articles/2023/the-demise-of-the-once-mighty-us-dollar

  • Navigating Japan Equities: Monthly Insights from Tokyo (April 2023)

    SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-april-2023

  • Navigating Japan Equities: Monthly Insights from Tokyo (December 2022)

    SHARE THIS This month we discuss the prospects of Japanese equities remaining well-supported into 2023 thanks to robust exports and inbound demand. We also explain why the markets are looking beyond a dip in Japan’s 3Q GDP, focusing instead on the...

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-december-2022

  • The potential implications of China’s 20th Party Congress

    SHARE THIS China’s 20th Party Congress ended on 23 October with President Xi Jinping winning an unprecedented third term as expected. We provide a brief analysis of the Congress and the impact it could have on China’s zero-COVID policy and the capital...

    https://www.nikkoam.co.nz/articles/2022/potential_implications_of_chinas_20th_party_congress

  • Navigating Japan Equities: Monthly Insights from Tokyo (September 2022)

    SHARE THIS This month we discuss the factors behind Japan’s high level of share buybacks; we also look at the economic implications of COVID in the wake of a particularly large infection wave.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-september-2022

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-June 2022

    SHARE THIS Fears of a recession and the US CPI hitting a four-decade high of 8.6% year-on-year in May rippled through various economies. Asian markets took heed from the multiple headwinds in the US, with inflation being a common theme across the...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-june-2022

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