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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.

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.

Global Equity Quarterly Q1 2021

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. ESG considerations are integral to Future Quality investing as...

Future Quality Insights - June 2021

SHARE THIS Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good...

Global Equity Quarterly Q2 2021

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. ESG considerations are integral to Future Quality investing as...

Future Quality Insights - August 2021

SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...

Global Equity Quarterly Q3 2021

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. ESG considerations are integral to Future Quality investing as...

Future Quality Insights - December 2021 - A trip to Lisbon

SHARE THIS Just a few weeks ago I attended my first in-person conference since 2019. Over 40,000 people descended upon Lisbon for Web Summit, one of the world’s largest technology conferences. The event brings together CEO’s and founders of established...