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

  • What Next for Bonds?

    SHARE THIS The rise that has occurred within longer term bond yields over recent weeks has certainly been “enthusiastic”, and we suspect that many view the move as being no more than a belated / overdue reaction to the higher rates of inflation within...

    https://www.nikkoam.co.nz/articles/2022/what-next-for-bonds

  • Dire Straits? Or a New Era

    SHARE THIS Last month’s ever austere Bundesbank Monthly Report contained an essay on Pension Reform in Germany. The article is quite long but suggests that the German Pension system only has two long term options to maintain its solvency: either accept...

    https://www.nikkoam.co.nz/articles/2022/dire-straits-or-a-new-era

  • 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

  • Investing in a multipolar world

    SHARE THIS Between still high levels of inflation, fast-tightening central banks, a growing energy crisis in Europe and slow growth in China, it is easy to imagine a bleak growth outlook. But these difficult dynamics also harbour opportunities often...

    https://www.nikkoam.co.nz/articles/2022/investing-in-a-multipolar-world-october-2022

  • The Demise of the Once Mighty US Dollar?

    SHARE THIS As an undergraduate economist, the subject of foreign exchange reserves and reserve currencies garnered scant attention because we were in a world of floating currencies in which FX intervention, when it did occur, was only ever modest and...

    https://www.nikkoam.co.nz/articles/2023/the-demise-of-the-once-mighty-us-dollar

  • New Zealand Equity Monthly (June 2024)

    SHARE THIS A look back at the past six months reveals the extent to which New Zealand’s equity market has missed out on the strength seen in many other global markets. Amid these struggles, however, the New Zealand market’s sensitivity to interest...

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

  • The Future Isn’t What it Was

    SHARE THIS A few weeks ago, we began experimenting with the hypothesis that households – and even some governments – were starting to reassess their long-term income expectations. Years of weak productivity growth, concerns over economic efficiency,...

    https://www.nikkoam.co.nz/articles/2024/the-future-isn’t-what-it-was-2

  • After Trump’s win, fiscal policy and inflation risks in focus

    SHARE THIS Following Donald Trump's US presidential election win, in the near term we remain constructive on US growth and stocks, with the markets expecting corporate tax cuts and seeing a general penchant toward deregulation across industries as...

    https://www.nikkoam.co.nz/articles/2024/2410-after-trump-win-fiscal-policy

  • President Trump May Know The Lesser of Available Evils

    SHARE THIS The chart below is by no means perfect in terms of its specific execution; global price indices are few and far between but it serves to make the point that, since the advent of “Globalization” during the early – mid 1990s, goods prices have...

    https://www.nikkoam.co.nz/articles/2025/president-trump-may-know-the-lesser-of-available-evils

  • Code of Ethics

    SHARE THIS I. Purpose and Scope A. Purpose Nikko Asset Management is committed to upholding the highest standards of business ethics and conduct. We are proud of this commitment and consider it fundamental to earning and maintaining the trust of our...

    https://www.nikkoam.co.nz/code-of-ethics

  • How does geopolitical risk affect portfolio management?

    SHARE THIS A new White Paper from Eurasia Group and Nikko Asset Management explores how political risk factors can be systematically employed in portfolio management to provide a risk-controlled means of getting exposure to emerging markets.

    https://www.nikkoam.co.nz/pages/how-does-geopolitical-risk-affect-portfolio-management

  • Changing Shape of China's Economy

    SHARE THIS Since 1978, China has marched to the banner of gaige kaifang — “reform and openness.” Starting from a weak base, superlative double-digit growth came fast and easy, created by grafting capitalist market mechanisms and credit-fueled...

    https://www.nikkoam.co.nz/pages/changing-shape-of-china-economy

  • Nikko Natural Resources Fund (Equity and Currency) Australian DollarCourse Wins Lipper Award for Best Fund

    SHARE THIS - 2013 Japan Lipper Fund Awards - Nikko Natural Resources Fund (Equity and Currency) Australian DollarCourse Wins Lipper Award for Best Fund

    https://www.nikkoam.co.nz/media-center/press-releases/2013/20130318

  • Nikko AM Recognised in Three Categories in Asia Asset Management’s 2018 Best of the Best Awards

    SHARE THIS Nikko AM Recognised in Three Categories in Asia Asset Management’s 2018 Best of the Best Awards Nikko Asset Management has been recognised across three categories in Asia Asset Management’s 2018 Best of the Best Awards. Asia Asset...

    https://www.nikkoam.co.nz/media-center/press-releases/2018/nikko-am-recognised-in-three-categories-in-asia-asset-management’s-2018-best-of-the-best-awards

  • Nikko AM Recognised in Two Categories in Asia Asset Management’s 2019 Best of the Best Awards

    SHARE THIS Nikko AM Recognised in Two Categories in Asia Asset Management’s 2019 Best of the Best Awards Nikko Asset Management (Nikko AM) has been recognised across two categories in Asia Asset Management’s 2019 Best of the Best Awards. Asia Asset...

    https://www.nikkoam.co.nz/media-center/press-releases/2019/nikko-am-recognised-in-two-categories-in-asia-asset-management’s-2019-best-of-the-best-awards

  • I am | Together we are Nikko AM

    SHARE THIS About Strategies Contact Iain Fulton Portfolio Manager, Global Equity LEARN MORE Stuart Williams Portfolio Manager, Head of New Zealand Equity LEARN MORE William Low Portfolio Manager, Head of Global Equity LEARN MORE Fergus McDonald...

    https://www.nikkoam.co.nz/sp/i-am

  • Nikko AM Wins Four Categories in Asia Asset Management's 2020 Best of the Best Awards

    SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management's 2020 Best of the Best Awards Nikko Asset Management (Nikko AM) has won four categories at the Asia Asset Management 2020 Best of the Best Country Awards - selected in Japan for Fund...

    https://www.nikkoam.co.nz/media-center/press-releases/2020/nikko-am-wins-four-categories-in-asia-asset-management-s-2020-best-of-the-best-awards

  • Multi-asset monthly - November 2020

    SHARE THIS With the US presidential election now behind us, the two candidates seem to be proceeding in parallel universes. The apparent winner, President-elect Joe Biden, has transition planning and inauguration on his mind while President Donald...

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

  • ESG Insight: Biden’s most critical investment

    SHARE THIS At the time of writing, Democrat presidential candidate Joe Biden leads the polls by 10 percentage points and will likely be elected President of The United States on 3 November 2020. The potential for a Democrat “Blue Wave” with control of...

    https://www.nikkoam.co.nz/articles/2020/biden-most-critical-investment

  • 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

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