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  • How to Pay for the War: Politics & Central Banks

    SHARE THIS The economic costs of the current conflict in Ukraine may pale into insignificance in comparison to the human suffering, but they are not irrelevant to markets. The bottom line is of course that wars make society poorer, as does conflict in...

    https://www.nikkoam.co.nz/articles/how-to-pay-for-the-war-politics-central-banks

  • Thoughts for seasick investors

    SHARE THIS It would not be surprising if the major swings in the markets and macroeconomic conditions, including historic central bank shifts, have made most investors somewhat seasick. Recently on a day-to-day basis, markets seem to react quite...

    https://www.nikkoam.co.nz/articles/2022/thoughts-for-seasick-investors

  • 2022 Global Multi Asset Outlook: Gauging long-term growth prospects

    SHARE THIS We maintain a constructive view of risk assets but are cognizant that the path toward realising gains will be more delicate as we traverse the course of the Fed and other central banks removing their easy policies.

    https://www.nikkoam.co.nz/articles/2022/global-multi-asset-outlook-2022

  • The Reluctant Fed

    SHARE THIS Although the late 1980s’ “Lawson Boom” in the UK was an interesting first real-time introduction to a credit boom, the author’s first authentic experience of the “madness” that can accompany a credit boom was centred on Japan in 1988 and...

    https://www.nikkoam.co.nz/articles/2021/the-reluctant-fed

  • The Alternative Fund: Rephrasing Multi-Strategy

    SHARE THIS We have found most surveys classify the Multi-Strategy Fund as ‘growth’, which is somewhat ironic given that it isn’t ‘growthy’ enough to warrant more than a 5% weight in the growth fund.

    https://www.nikkoam.co.nz/articles/2021/the-alternative-fund-rephrasing-multi-strategy

  • Funding high-impact climate action with green bonds

    SHARE THIS The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns...

    https://www.nikkoam.co.nz/articles/2021/funding-high-impact-climate-action-green-bonds

  • Are Central Banks Tightening into a Slowdown?

    SHARE THIS There has been a marked inflation of money balances in the USA and of course elsewhere within the global economy over the last 18 months that has led to a generalized inflation of household balance sheets – nominal expenditure, financial...

    https://www.nikkoam.co.nz/articles/are-central-banks-tightening-into-a-slowdown

  • Asian Fixed Income Monthly - July 2021

    SHARE THIS The US Treasury (UST) curve bull flattened in July. The Federal Open Market Committee (FOMC) meeting was largely uneventful, although the forward guidance on asset purchases was tweaked slightly to indicate that progress had been made...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-july-21

  • Multi-asset Monthly - June 2021

    SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...

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

  • Nikko AM KiwiSaver Scheme ARK Disruptive Innovation Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale ARK Disruptive Innovation Fund The Nikko AM ARK Global Disruptive Innovation Fund gains exposure to global...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-ark-disruptive-innovation-fund

  • Net zero carbon: Is it all just hot air?

    SHARE THIS "Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde.

    https://www.nikkoam.co.nz/articles/2021/net-zero-carbon-is-it-all-just-hot-air

  • It’s Different This Time: Inflation Versus Deflation, Credit versus Money

    SHARE THIS It may not be quite as profound as the eternal “chicken and the egg question” but nevertheless we suspect that deep in the bowels of some academic institutions, aging economists are still debating which came first, money or credit? Did the...

    https://www.nikkoam.co.nz/articles/2021/its-different-this-time

  • Can the Rest of the World Afford Higher US Inflation?

    SHARE THIS There is a relatively simple narrative dominating markets at present, namely that the US economic recovery will accelerate as the latest stimulus measures are enacted, the output gap will close (if you believe it is negative – or it will...

    https://www.nikkoam.co.nz/articles/2021/can-the-rest-of-the-world-afford-higher-us-inflation

  • Suga - Likely the most pro-Third Arrow reform PM in Japan’s history

    SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.

    https://www.nikkoam.co.nz/articles/suga-likely-the-most-pro

  • 2021 Asian Fixed Income and FX Outlook

    SHARE THIS We expect North Asia to continue to lead the region’s recovery (at least in the first half of the year). But we also expect the growth divergence between North Asia and the rest of the region to narrow. Unprecedented fiscal support from...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-and-fx-outlook-2021

  • Australian Fixed Income Monthly – November 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.11% over the month. The yield curve steepened as 3-year government bond yields ended the month 1 basis point (bp) lower at 0.11%, while...

    https://www.nikkoam.co.nz/articles/2020/australian-fixed-income-monthly-november-2020

  • 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...

    https://www.nikkoam.co.nz/articles/2020/maintaining-prosperity

  • China’s bond market: a space to watch

    SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...

    https://www.nikkoam.co.nz/articles/2020/china-bond-market

  • 2021: A Year of Divergence?

    SHARE THIS We suspect that many investors have become accustomed to a seemingly synchronized world with relatively little currency volatility – in a sense over recent years we seem almost to have been back in the 1960s, a period during which moves in...

    https://www.nikkoam.co.nz/articles/2020/a-year-of-divergence

  • Efficiency of Japanese corporate investment in human capital and shareholder value

    SHARE THIS Japan struggles with an aging and shrinking population and it is important for the country, both from an economic and social perspective, to improve its relatively low labour productivity by efficiently utilising its human resources.

    https://www.nikkoam.co.nz/articles/2020/efficiency-of-japanese-corporate

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