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Assuming insights is optional, and japan is optional, the following results were found.

  • Balancing Act: Global Multi-Asset Quarterly (Q3 2024)

    SHARE THIS Volatility dominated risk markets in the early part of the July-September quarter, while perceptions of the US employment environment also had an impact. Over the quarter, we kept an overweight position on growth assets and maintained a...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-quarterly-q3-november-2024

  • New Zealand Equity Monthly (October 2024)

    SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...

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

  • Japan’s GDP understated as a result of declining inventories

    SHARE THIS Japan’s GDP understated as a result of declining inventories

    https://www.nikkoam.co.nz/media-center/press-releases/2013/20131115-1

  • Nikko Asset Management Announces Policy Regarding Japan’s Stewardship Code

    SHARE THIS Nikko Asset Management Announces Policy Regarding Japan’s Stewardship Code

    https://www.nikkoam.co.nz/media-center/press-releases/2014/20140701-1

  • BOJ’s YCC shift parallels a Fed pattern

    SHARE THIS In what was probably the best kept secret of many years, the BOJ unanimously agreed to shift its YCC policy well before virtually any economist or market watcher expected. The largest question people seem to have is “why now?”. As with most...

    https://www.nikkoam.co.nz/articles/2022/boj-ycc-shift-parallels-fed-pattern

  • Fed and BOJ in a wait-and-see mode amid uncertainty over US fiscal and trade policies

    SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...

    https://www.nikkoam.co.nz/articles/2024/fed-boj-wait-and-see-december-2024

  • Ample upside room for slow recovering J-REITs

    SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...

    https://www.nikkoam.co.nz/articles/2021/ample-upside-room

  • Why We Should All Pay Attention to NZ

    SHARE THIS Despite its small size and geographic location, New Zealand has led the World in a number of fields – physics, Postwar economic theory (Bill Phillips was born in NZ), inflation targeting (amongst the first to make this a statutory target),...

    https://www.nikkoam.co.nz/articles/2025/why-we-should-all-pay-attention-to-nz

  • Old Movies

    SHARE THIS In late 1991, the author moved to Asia as Dresdner Asset Management’s new young economist. Cue lots of earnest work on trade, production and, fortunately, capital flows and monetary variables as well.

    https://www.nikkoam.co.nz/articles/2025/old-movies-july-2025

  • What the Biden win could mean for Japanese equities

    SHARE THIS We assess the US election outcome from the perspective of the Japanese equity market, focusing on the economic and policy changes that are expected to accompany the change in US leadership.

    https://www.nikkoam.co.nz/articles/2020/what-the-biden-win

  • Multi-asset monthly - March 2021

    SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.

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

  • What can investors expect from a Kishida government?

    SHARE THIS As expected by most observers, Mr. Kishida won the Liberal Democratic Party presidential election in the second round with a sturdy, though not overwhelming, 60% of the vote. He will be formally named prime minister next week and will likely...

    https://www.nikkoam.co.nz/articles/2021/investors-expects-kishida-government

  • 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

  • A big comeback: Rising fortunes of Asia’s small caps

    SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...

    https://www.nikkoam.co.nz/articles/2022/rising-fortunes-asian-small-caps-2210

  • Net zero made in Asia

    SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...

    https://www.nikkoam.co.nz/articles/2023/net-zero-made-in-asia

  • 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

  • Narratives and Liquidity: A Personal Journey

    SHARE THIS In my experience, there is nothing so powerful for asset markets as an “unquantifiable positive story and a tonne of liquidity”. Russell Napier’s Library of Mistakes in Edinburgh looks brilliantly at some of the madness that has taken hold...

    https://www.nikkoam.co.nz/articles/narratives-and-liquidity-a-personal-journey

  • Global multi-asset outlook 2025

    SHARE THIS Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...

    https://www.nikkoam.co.nz/articles/2024/global-multi-asset-outlook-2025

  • US tariffs: the high-stakes games begin

    SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...

    https://www.nikkoam.co.nz/articles/2025/us-tariffs-highstakes-games-begin-april-2025

  • Press Release - 250521_01

    SHARE THIS Nikko AM Wins Seven Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in seven categories of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...

    https://www.nikkoam.co.nz/media-center/press-releases/2025/press-release-250521_01

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