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  • Isolation day: the geopolitical impact of Trump’s tariffs on the world

    SHARE THIS The US markets have dominated global portfolio flows, but investors may seek alternative investment destinations if the ongoing change in trade dynamics results in an extended period of elevated US risk premiums. With US tariff policies...

    https://www.nikkoam.co.nz/articles/2025/isolation-day-april-2025

  • Balancing Act: Global Multi-Asset Quarterly (Q1 2025)

    SHARE THIS Speculation over the actions of the US administration had a major impact on asset markets throughout the January-March quarter, with volatility dominating towards the end. We trimmed our overweight score in growth assets during the quarter,...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-quarterly-q1-2025

  • Exceptionalism, Goldilocks, TACO and FOMO

    SHARE THIS One hundred and fifty-three quarters have passed since the rather “political” Alan Greenspan was appointed the Chairman of the Federal Reserve. According to our Demand Pressure Index, which seeks to provide a better estimate of the output...

    https://www.nikkoam.co.nz/articles/2025/exceptionalism-goldilocks-taco-and-fomo-june-2025

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