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  • Investing for the Long Term: 'Future Quality' Companies

    SHARE THIS The Nikko Asset Management Global Equity team philosophy is based on the belief that investing in ‘Future Quality’ companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three...

    https://www.nikkoam.co.nz/articles/2021/investing-for-the-long-term

  • I am | Together we are Nikko AM

    SHARE THIS About Strategies Contact Iain Fulton Portfolio Manager, Global Equity LEARN MORE Stuart Williams Portfolio Manager, Head of New Zealand Equity LEARN MORE William Low Portfolio Manager, Head of Global Equity LEARN MORE Fergus McDonald...

    https://www.nikkoam.co.nz/sp/i-am

  • New Zealand Equity Monthly – April 2023

    SHARE THIS New Zealand’s equity market was surprisingly strong in the first four months of 2023 given the current challenges faced by the economy. The actual picture is more mixed, however, partly as a result of the concentrated nature of the New...

    https://www.nikkoam.co.nz/articles/2023/nz-equity-monthly-april-23

  • 2023 New Zealand equity outlook

    SHARE THIS Labour shortages and inflation are expected to pressure the New Zealand economy in 2023. That said, New Zealand’s listed market is more defensive than the broader economy with large weights in defensive sectors such as utilities and...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-equity-outlook-2023

  • Japan Equity Monthly - August 2021

    SHARE THIS The news of Prime Minister Suga’s impending resignation triggered a rally in Japanese equities this week, with the market hoping that a new administration will bring the COVID-19 outbreak under control and hasten the normalisation of the...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-august-2021

  • Asian equity monthly – October 2020

    SHARE THIS US presidential election jitters and an uptick in COVID-19 cases in the US and Europe triggered a downturn in global equities in October. Asian stocks, however, managed to turn in decent gains for the month, owing to a slowing pace of...

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-october-2020

  • New Zealand Equity Monthly – June 2022

    SHARE THIS As in the rest of the world, times are tough for New Zealand’s economy. Even so, given that stagflation occurs when higher inflation is combined with slower economic growth and rising unemployment, New Zealand is contending with the negative...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-june-22

  • New Zealand Equity Monthly – January 2022

    SHARE THIS We see the volatility in the New Zealand markets as an opportunity to focus on new companies for which we have a high degree of confidence in their earnings.

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-january-22

  • New Zealand Equity Monthly – October 2021

    SHARE THIS The New Zealand stock market has been flat in the calendar year to date, with companies working to adapt to a number of risk factors. This puts it in stark contrast with markets in the rest of the developed world, which have seen gains...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-october-21

  • Asian Equity Monthly - September 2021

    SHARE THIS Asian stocks fell in September, with concerns about China’s growth outlook and the US Federal Reserve (Fed)’s taper plan being the key drivers of sentiment. For the month, the MSCI AC Asia ex Japan Index declined by 4.2% in US dollar (USD)...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-september-2021

  • Asian Equity Monthly - August 2021

    SHARE THIS Asian stocks gained in August. While concerns about the spread of the Delta variant weighed on markets at the beginning of the month, the US Federal Reserve (Fed)’s dovish commentary and a rebound in the battered Chinese technology (tech)...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-august-2021

  • New Zealand Equity Monthly - July 2021

    SHARE THIS This month we turn our focus to environment, social and governance (ESG) issues. ESG is firmly in the spotlight at present, and this trend will only intensify in the future. In global terms, Europe’s level of ESG legislation is more advanced...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-july-21

  • Asian Equity Monthly - June 2021

    SHARE THIS Asian stocks edged lower in June, partly weighed down by a recent spike in COVID-19 cases in the region. Lingering worries about rising inflation and fears of a faster-than-expected tapering of the US Federal Reserve’s quantitative easing...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-june-2021

  • Asian Equity Monthly - May 2021

    SHARE THIS Supported by optimism about the region’s ongoing economic recovery, Asian stocks delivered decent gains in May, shrugging off concerns about a spike in COVID-19 cases in several Asian countries and persistent worries about inflation.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-may-2021

  • 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...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-2106

  • New Zealand Equity Monthly (August 2024)

    SHARE THIS In August the Reserve Bank of New Zealand lowered interest rates, marking the first change in the Official Cash Rate since May 2023. We expect New Zealand equities to be supported if the central bank maintains an accommodative approach.

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

  • New Zealand Equity Monthly – October 2023

    SHARE THIS In one of the most significant changes surrounding New Zealand’s equity market in recent years, the general election held in October delivered a change of government. Overall business sentiment has been generally positive after the election...

    https://www.nikkoam.co.nz/articles/2023/nz-equity-monthly-oct-23

  • 2023 Asian equity outlook

    SHARE THIS As we look towards 2023, it is easy to be overwhelmed by the broader permutations of possible outcomes. But things don’t appear so dire in Asia. Inflation, which is effectively a value transfer from net consumers to net producers, may...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-outlook-2023

  • The future looks bright for Asia’s equity markets

    SHARE THIS Asia continues to offer opportunities in terms of attractive companies; on a relative basis, Asian markets look set to outperform as the region becomes an even more important part of the global economy.

    https://www.nikkoam.co.nz/articles/2022/the-future-looks-bright-for-asias-equity-markets

  • Nikko Asset Management Appoints Head of Asia ex-Japan Equity

    SHARE THIS Nikko Asset Management Appoints Head of Asia ex-Japan Equity Nikko Asset Management has today announced the appointment of Rob Mann as the Head of Asia ex-Japan Equity, based out of Singapore.

    https://www.nikkoam.co.nz/media-center/press-releases/2019/nikko-asset-management-appoints-head-of-asia-ex-japan-equity

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