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  • Why December 2021 May Have Made History - The Great Divergence Begins

    SHARE THIS While last month witnessed only its usual quota of central bank policy meetings, we suspect that it will ultimately go down in history as representing the beginning of what we suspect may become the Great Divergence within central banking....

    https://www.nikkoam.co.nz/articles/2022/why-december-2021-may-have-made-history-the-great-divergence-begins

  • A More Uncertain Future than the Hawks Realize

    SHARE THIS Since the Pandemic first unfolded, it has generally paid to invest and act according to what the Federal Reserve Chairman said was going to happen, rather than what did in fact happen. The obvious example being last year, when the Fed told...

    https://www.nikkoam.co.nz/articles/2022/a-more-uncertain-future-than-the-hawks-realize

  • New Zealand Fixed Income Monthly – June 2022

    SHARE THIS As New Zealand grapples with inflation and the spectre of a recession, we highlight the impact increasing mortgage rates may have on consumer spending. This is an important theme as it ties in with how we need to consider absolute interest...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-june-2022

  • The case for China bonds

    SHARE THIS China’s bond market is exhibiting low correlation to other asset classes, displaying historically lower volatility, enjoying continued internationalisation of the renminbi and benefitting from the country being included in globally...

    https://www.nikkoam.co.nz/articles/2022/the-case-for-china-bonds

  • 2023 Global macro outlook: Ten predictions

    SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.

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

  • 2023 China equity outlook

    SHARE THIS We believe that the rewards will outweigh the risks related to China amid an existence of enough cyclical, thematic and structural trends that could enable the country to outperform in 2023; particular focus will be on the government’s...

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

  • Another Unusual Year – the Outlook for 2023

    SHARE THIS The subject of inflation has of course dominated markets in 2022 and most investors – no doubt cheered by some recent improvements in the reported rate of US headline inflation – are hoping that the issue will fade over the course of 2023...

    https://www.nikkoam.co.nz/articles/2022/another-unusual-year-–-the-outlook-for-2023

  • Have Bond Markets Become Unfit for Purpose?

    SHARE THIS Rather surprisingly, a UK tabloid newspaper recently contacted the author following the seemingly spectacular “blow up” in the UK bond markets, and the subsequent “crises” within the pension / insurance sectors. The journalist clearly wanted...

    https://www.nikkoam.co.nz/articles/2022/have-bond-markets-become-unfit-for-purpose

  • Press Release - 20230210_01

    SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2023 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected in four categories in Asia Asset Management‘s 2023 Best of the Best Awards. The wins include two...

    https://www.nikkoam.co.nz/media-center/press-releases/2023/press-release-230210_01

  • Stagflation to Replace Secular Stagnation? Perhaps.

    SHARE THIS There is a growing view that the Pandemic, and the policy response to the Pandemic, have ended the period of Secular Stagnation within the Global Economy and potentially replaced it with “fiscally-led faster growth” and higher inflation. It...

    https://www.nikkoam.co.nz/articles/2023/stagflation-to-replace-secular-stagnation-perhaps

  • Press Release - 20230522_01

    SHARE THIS Nikko AM Repeats Success at The Asset Awards in 2023 Nikko Asset Management (Nikko AM) garnered three awards at The Asset Triple A Sustainable Investing Awards 2023. On 4 May, the firm was recognised again as Asset Management Company of the...

    https://www.nikkoam.co.nz/media-center/press-releases/2023/press-release-230522_01

  • Global fixed income outlook 2024

    SHARE THIS We present our 2024 outlook for sustainable fixed income, core markets and credit markets.

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

  • Press Release - 20240206_01

    SHARE THIS Nikko AM Wins Six Categories in Asia Asset Management’s 2024 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 30 January in six categories in Asia Asset Management‘s 2024 Best of the Best Awards. The wins...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/press-releases-20240206_01

  • Press Release - 20240515_01

    SHARE THIS Nikko AM Wins Five Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in five 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/2024/press-releases-20240515_01

  • What the Fed’s rate cut tells us about current financial conditions

    SHARE THIS The Federal Reserve’s 50 bps rate cut demonstrated the power of financial markets at present. As the markets had already priced in a significant probability of a 50 bps reduction, the Fed could have viewed such conditions as a good time to...

    https://www.nikkoam.co.nz/articles/2024/what-the-feds-rate-cut-tells-us-2024

  • Trump 2.0 and Other Changes

    SHARE THIS France’s Macron became a lame duck President this year. The Tory Party was dumped out of office at the UK general election in favour of a party of relatively inexperienced micro-focussed policymakers who have witnessed a remarkably short...

    https://www.nikkoam.co.nz/articles/2024/trump-2-0-and-other-changes

  • Press Release - 20250225_01

    SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2025 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 4 February for three categories in Asia Asset Management‘s 2025 Best of the Best Awards. These...

    https://www.nikkoam.co.nz/media-center/press-releases/2025/press-releases-20250225_01

  • Trump’s first 100 days: a new economic regime takes shape

    SHARE THIS With a new economic regime potentially taking shape, we believe that now is an opportune time to consider an active global fixed income approach to navigate what is likely to be a prolonged period of uncertainty.

    https://www.nikkoam.co.nz/articles/2025/trumps-first-100-days-may-2025

  • Today’s surgical robot, tomorrow’s robot surgeon

    SHARE THIS Considered to be one of the greatest modern-day medical breakthroughs, robotic surgery is revolutionising surgical practices around the world. The breakthrough is particularly prominent in China, which could be the next growth frontier for...

    https://www.nikkoam.co.nz/articles/2023/todays-surgical-robot-tomorrows-robot-surgeon

  • 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

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