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  • Global Investment Committee’s outlook: low risk no longer

    SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.

    https://www.nikkoam.co.nz/articles/2024/2410-gic-outlook-low-risk-no-longer

  • Global Investment Committee’s outlook: still growing but proceed with caution

    SHARE THIS Our central scenario is for positive GDP growth in most major economies, with mild upside risks to growth in all regions but Europe. Within this central scenario, we anticipate range-bound inflation with a gradual disinflationary trend in...

    https://www.nikkoam.co.nz/articles/2024/gic-still-growing-but-proceed-with-caution-2024

  • Time to revisit Chinese bonds from a global portfolio perspective

    SHARE THIS Recently, China has been frequently appearing in global headlines, although many of these stories are not particularly encouraging. Amidst a fixation with the slowdown in the world’s second-largest economy, global markets may be missing the...

    https://www.nikkoam.co.nz/articles/2024/time-to-revisit-chinese-bonds-2024

  • Global macro outlook 2024

    SHARE THIS Much like this report in 2023, global conditions will remain unique and defy a confident overall summary; thus, here are ten predictions on some particularly noteworthy factors.

    https://www.nikkoam.co.nz/articles/2023/global-macro-outlook-2024

  • Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound

    SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2210

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2110

  • Historic Fund Fact Sheets - Institutional Investors

    SHARE THIS Equities Nikko AM Wholesale Core Equity Fund 2025 Jan Feb 2024 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2023 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2022 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Nikko AM Wholesale SRI...

    https://www.nikkoam.co.nz/invest/historic-fund-updates-institutional

  • A year later: five reasons we're still bullish on Japan

    SHARE THIS In March 2024, after the Nikkei Index reached an all-time high, we offered five structural reasons why Japan's economic resurgence was more than just a flash in the pan. Almost a year later, those five reasons remain just as relevant for...

    https://www.nikkoam.co.nz/articles/2025/five-reasons-were-still-bullish-on-japan-february-2025

  • Politics, governance reform and engagement opportunities in Japan equities

    SHARE THIS Following the surprise result of the snap election in October 2024, Japanese politics has entered a very unique phase. We discuss how the fluid political situation could positively impact the Japanese market, which is already feeling the...

    https://www.nikkoam.co.nz/articles/2025/politics-governance-reform-japan-equities-2025

  • New Zealand markets outlook 2024: the only certainty is more uncertainty

    SHARE THIS Given the volume of quality defensive companies with relatively high dividend yields, higher for longer interest rates are a significant headwind for New Zealand’s equity markets. Alongside these, the country’s globally-focused export...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-markets-outlook-2024

  • Our view on Japan’s upper house election

    SHARE THIS As it often is when Japan’s Liberal Democratic Party wins an election by an impressive amount, the initial equity market reaction was positive. But the ramifications of the ruling party’s upper house election victory will in the intermediate...

    https://www.nikkoam.co.nz/articles/2022/our-view-on-japans-upper-house-election-2022

  • Multi-asset Monthly - October 2021

    SHARE THIS Volatility has arisen as we expected it eventually would, and September is often an apt month to rediscover risk given market participants’ return from summer vacations noting that record high equity markets do not quite square with a number...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-october-2021

  • Isolation day: the geopolitical impact of Trump’s tariffs on the world

    SHARE THIS The US markets have dominated global portfolio flows, but investors may seek alternative investment destinations if the ongoing change in trade dynamics results in an extended period of elevated US risk premiums. With US tariff policies...

    https://www.nikkoam.co.nz/articles/2025/isolation-day-april-2025

  • Are China’s stimulus measures enough?

    SHARE THIS The raft of stimuli recently unveiled in China is the most coordinated policy since the start of the country’s economic downturn. This, along with the start of the Fed’s monetary policy easing, represents key fundamental changes. However, as...

    https://www.nikkoam.co.nz/articles/2024/2410-are-chinas-stimulus-enough

  • New Zealand Equity Monthly (September 2024)

    SHARE THIS Nikko AM NZ released its first annual “climate statement” under New Zealand’s new climate-related disclosures regime in July. The framework requires approximately 200 organisations, including large publicly listed companies, to release...

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

  • Can the Rest of the World Live with the USA?

    SHARE THIS Currently, the US economy is stuttering. Headline growth during the latter half of 2023 was extremely rapid – GDP growth averaged more than twice the economy’s 20-year average - but this strong activity was led by the public sector, either...

    https://www.nikkoam.co.nz/articles/2024/can-the-rest-of-the-world-live-with-the-usa

  • Press Release - 20231122_01

    SHARE THIS Nikko Asset Management bolsters Global Equity team in Edinburgh Nikko Asset Management (“Nikko AM”) has appointed Ella-Kara Brown as Portfolio Manager within its Global Equity team based in Edinburgh. Ella-Kara Brown joins the existing...

    https://www.nikkoam.co.nz/media-center/press-releases/2023/press-releases-231122_01

  • Japan’s “show me the money” corporate governance: 1Q record high

    SHARE THIS The just-released 1Q CY22 data on aggregate corporate profits in Japan was positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average. Both the non-financial service and manufacturing...

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-1q

  • Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities

    SHARE THIS The GIC expects the global economy to continue struggling in a form of “stagflation-lite” and sees a relatively flat performance for global equities for the next three to six months (although quite positive on Pacific equities), with...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2203

  • Differentiation through engagement: Opportunities in Japan equities

    SHARE THIS We highlight the increasing importance of engagement in Japan, explain how it could be the key to unlocking the long-underperforming Japanese market’s potential, and assess how it can lead to the generation of alpha.

    https://www.nikkoam.co.nz/articles/2022/differentiation-through-engagement

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