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  • 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

  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally quite volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European market for the next two quarters, and also include Japan’s...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2306

  • Global Investment Committee’s Outlook

    SHARE THIS We expect fairly rough sailing for the global economy, financial system and markets in the next two quarters, but we do not expect disasters and there should be major relief for stocks later in 2023 as central banks begin to ease policy.

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2304

  • Global banking turmoil from an Asian perspective

    SHARE THIS It could be some time before the market stabilises in the wake of the global banking turmoil, and investor appetite toward financial subordinated debt will likely be weak in the near term. That said, considering the current valuations of...

    https://www.nikkoam.co.nz/articles/2023/global-banking-turmoil-from-an-asian-perspective

  • Asian financials: beyond the drama

    SHARE THIS Asian banks will be more insulated from the current global banking turmoil, in our view, thanks to smaller-scale rate hikes in Asia, prudent supervision by regional financial regulators, outsized capital adequacy ratios and sensible security...

    https://www.nikkoam.co.nz/articles/2023/asian-financials-beyond-the-drama

  • The Federal Reserve Scared of What it Can’t See?

    SHARE THIS A regular debate between the older and younger members of the Hunt-household revolves around whether old suspenseful Black-and-White horrors are actually more scary than vivid technicolour gore modern films. We suspect that for the Federal...

    https://www.nikkoam.co.nz/articles/2023/the-federal-reserve-scared-of-what-it-can’t-see

  • The Big Questions for 2023

    SHARE THIS We have been saying for some time that inflationary pressures within the global goods markets may have peaked (at least for now) and that the global economy is slowing rapidly on the back of what are now very weak real incomes, collapsing...

    https://www.nikkoam.co.nz/articles/2022/the-big-questions-for-2023

  • Riding ASEAN’s growth renaissance: Three high conviction themes

    SHARE THIS Amid today’s incessant chatter of rising inflation and global recession fears, we identify three high conviction themes driving a growth renaissance in ASEAN: electric vehicles (EVs), digitalisation and a revival by the old industrial...

    https://www.nikkoam.co.nz/articles/2022/riding-asean-growth-renaissance-june-2022

  • Press Release - 20220210

    SHARE THIS Nikko AM makes long-standing wholesale SRI Equity Fund available to retail and KiwiSaver investors Hot on the heels of a revamp of its GoalsGetter platform, which guides Kiwi investors to understand, set and reach their personal investment...

    https://www.nikkoam.co.nz/media-center/press-releases/2022/press-release-20220210

  • 2022 New Zealand Fixed Income Outlook: Boxing on into 2022

    SHARE THIS For a nation that prides itself on punching above its weight in all we do, 2021 has seen New Zealand bobbing and weaving against the ropes somewhat, as we’ve fought the economic impact of an enduring COVID-19 pandemic. We may have been down...

    https://www.nikkoam.co.nz/articles/2022/new-zealand-fixed-income-outlook-2022

  • Multi-asset monthly - January 2021

    SHARE THIS 2020 will undoubtedly be remembered as the year of the pandemic. While in financial market terms it is now tempting to think of COVID-19 as old news, the virus still presents substantial risks to the economic outlook.

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

  • Multi-asset monthly - December 2020

    SHARE THIS While economic data is likely to remain soft, driven by the more recent lockdowns in the US and Europe, markets are rightly looking through the near-term gloom as impending vaccines for COVID-19 are showing the proverbial light at the end of...

    https://www.nikkoam.co.nz/articles/2020/multi-asset-december-2020

  • 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.

    https://www.nikkoam.co.nz/articles/2020/inflation-is-regressive

  • US presidential election – Nikko AM’s views

    SHARE THIS In order to gain a range of perspectives on the US presidential election, Nikko Asset Management has gathered the views of the following experts and investment teams, representing many of our major asset classes and geographical regions.

    https://www.nikkoam.co.nz/articles/2020/us-presidential-election

  • Weekly Market Update

    SHARE THIS Weekly market update from Nikko AM's Domestic Fixed Income and Domestic Equity teams. Friday 22nd May 2020 This week we are joined by Rob Hennin, CEO, nib Insurance Friday 15th May 2020 This week we are joined by Will Low, Investment...

    https://www.nikkoam.co.nz/articles/weekly-market-update

  • Press Releases - 2013

    SHARE THIS December 2013 December 17 Global Equities Have Room to Run, Fed Taper Won’t Affect Global Recovery, Nikko AM Says December 02 Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year;...

    https://www.nikkoam.co.nz/media-center/press-releases/2013

  • Fact Sheet

    SHARE THIS Global Citizen with Asian DNA countries* nationalities** USD * total AUM Extensive global resources Japan Singapore Australia New Zealand United Kingdom Americas China Hong Kong Malaysia Luxembourg Germany Netherlands Our Global Capabilities...

    https://www.nikkoam.co.nz/about-us/fact-sheet

  • ASEAN’s investment potential in a Trump 2.0 world

    SHARE THIS As the rest of the world contends with the geopolitical and economic implications of Trump 2.0, ASEAN presents a wealth of long-term investment opportunities, driven by strong fundamentals and supportive policies.

    https://www.nikkoam.co.nz/articles/2025/asean-investment-potential-in-a-trump-2-world-march-2025

  • Vietnam ascending

    SHARE THIS Vietnam is demonstrating a commitment to improving governance, expanding infrastructure and cultivating a more competitive business environment. These efforts position Vietnam to harness its demographic advantages and capitalise on emerging...

    https://www.nikkoam.co.nz/articles/2025/vietnam-ascending-march-2025

  • From beauty products to bicycles: the promising landscape of Asian small caps

    SHARE THIS Asian small caps, ranging from “indie” cosmetics brands to bicycle manufacturers, present a chance to get involved with the future economic powerhouses of the world. The strategic positioning, high growth potential, adaptability, and...

    https://www.nikkoam.co.nz/articles/2024/the-promising-landscape-of-asian-small-caps-2024

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