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  • Balancing Act Monthly Insights: Global Multi-Asset (February 2025)

    SHARE THIS For January, we reduced our overweight position in growth while maintaining our overweight position in defensives. With respect to growth assets, Trump's second presidency ushers in a new era of US exceptionalism which has implications on...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-february-2025

  • Harnessing Change-Monthly Insights: Asian Equity (January 2025)

    SHARE THIS We believe the introduction of DeepSeek may cause a recalibration of capital expenditures. Its introduction has initiated a shift towards a more cost efficient, scalable, and accessible AI landscape.

    https://www.nikkoam.co.nz/articles/2025/asian-equity-january-2025

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (January 2025)

    SHARE THIS We see Asian local government bonds being supported by accommodative central banks amid an environment of benign inflation and moderating growth. Within the region, we expect investor appetite for higher carry bonds such as those of...

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-january-2025

  • Navigating Japan Equities: Monthly Insights From Tokyo (February 2025)

    SHARE THIS This month we discuss signs of improvement in the Bank of Japan (BOJ)'s market communication following its recent rate hike; we also focus on Japan's economic resilience amid a flurry of trade-related headlines impacting the markets.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-february-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (January 2025)

    SHARE THIS We retained our positive view on growth on resilient economic data and dovish monetary policies globally as inflation is now closer to central bank targets worldwide. Our view of defensives improved as higher yields now make the asset class...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-january-2025

  • Harnessing Change-Monthly Insights: Asian Equity (December 2024)

    SHARE THIS Despite concerns about Donald Trump's impact on emerging markets, historical data shows that during his first term as US president, China, South Korea and Taiwan outperformed the S&P 500 although they are the most trade-sensitive equity...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-december-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (December 2024)

    SHARE THIS We expect Asian local government bonds to perform well in 2025, supported by accommodative central banks amid an environment of benign inflation and moderating growth. The ongoing global easing cycle is expected to lower global yields,...

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-december-2024

  • Navigating Japan Equities: Monthly Insights From Tokyo (January 2025)

    SHARE THIS This month we discuss how a rise in delistings reflects efforts to create a more attractive equity market; we also assess ways in which a merger by large automakers in Japan could stimulate reforms beyond the industry.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-january-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (December 2024)

    SHARE THIS We retain our positive view on growth on resilient economic data and dovish monetary policies globally as inflation starts to ease worldwide. As for defensives, sovereign bond curves are steepening amid the beginning of the global...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-monthly-december-2024

  • Harnessing Change-Monthly Insights: Asian Equity (November 2024)

    SHARE THIS China has been feeling the pressure with Donald Trump due to return for his second term as US president. However, during Trump's first term China actually outperformed the S&P 500 index, which demonstrates the importance of domestic policies...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-november-2024

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

    SHARE THIS This month we evaluate factors expected to attract attention in 2025 from a Japanese economy and equity market perspective. And as the government compiles another stimulus package, we discuss how Japan could be about to test the Laffer curve...

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (November 2024)

    SHARE THIS Asian local government bonds are positioned to perform well in 2025, supported by accommodative central banks amid an environment of benign inflation and moderating growth. We expect Asian corporate and bank credit fundamentals to stay...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-november-2024

  • 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...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-monthly-november-2024

  • Harnessing Change-Monthly Insights: Asian Equity (October 2024)

    SHARE THIS During the first Trump presidency, China outperformed the S&P 500 and all the perceived beneficiaries of "China Plus One". While history may not be repeated, it is clear that China's domestic policy and market environment will become...

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (October 2024)

    SHARE THIS We have adopted a more cautious stance on Thai bonds with the Bank of Thailand not expected to ease policy further following its interest rate cut in October. Elsewhere in the region, the reappointment of Sri Mulyani Indrawati as Indonesia's...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-october-2024

  • Balancing Act Monthly Insights: Global Multi-Asset (October 2024)

    SHARE THIS The start of the Fed’s rate cut cycle was a boost to risk sentiment, with resilient US data and declining inflation placing the market in a goldilocks situation. Likewise, the start of a global rate cutting cycle sets up a positive...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-october-2024

  • Harnessing Change-Monthly Insights: Asian Equity (September 2024)

    SHARE THIS The market expects more rate cuts from the Fed, giving Asian central banks room to lower rates, which is very supportive for domestic growth. Meanwhile, with more China stimulus measures anticipated, we see asset allocation into Chinese...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-september-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (September 2024)

    SHARE THIS The start of the Fed’s rate cut cycle has created room for monetary easing across Asia. We expect Asian government bond yields, particularly high yielders like those of India, Indonesia and the Philippines, to trend lower.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-september-2024

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

    SHARE THIS This month we assess views in the market that the BOJ may have taken a dovish turn at its September policy meeting; we also point to further signs of a steady rise in wages and how that paves the way for a recovery in consumption and,...

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

  • Balancing Act-Monthly Insights: Global Multi-Asset (September 2024)

    SHARE THIS For August we maintained our overweight growth position and a neutral position on defensives. Several factors continue to support our optimism towards growth assets, including the first rate cut from the Fed, earnings surprises remaining...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-september-2024

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