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  • Future Quality Insights - August 2021

    SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2108

  • Global Equity Quarterly Q3 2021

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q3

  • Future Quality Insights - December 2021 - A trip to Lisbon

    SHARE THIS Just a few weeks ago I attended my first in-person conference since 2019. Over 40,000 people descended upon Lisbon for Web Summit, one of the world’s largest technology conferences. The event brings together CEO’s and founders of established...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2112

  • Global Equity Quarterly (Q4 2021)

    SHARE THIS An ability to look forward to better times and remain optimistic is invaluable. These attributes are no less helpful when investing in equities. Whilst you can get an unpleasant surprise from misjudging the direction of the tide while...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q4

  • Future Quality Insights – February 2022 - History rhymes

    SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2202

  • Global Equity Quarterly (Q1 2022)

    SHARE THIS We are keen to participate in the push towards a less carbon intensive future but want to do so in a balanced fashion, with one eye on the associated risks.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q1

  • Future Quality Insights – June 2022 - Revolutions and war: The start of an energy broadband boom

    SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2206

  • Future Quality Insights – August 2022 - Halgos and three steps for navigating the road ahead

    SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2208

  • Global Equity Quarterly (Q2 2022)

    SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q2-2022

  • Global Equity Quarterly (Q3 2022)

    SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q3-2022

  • Future Quality Insights -January 2023- The path to clean, secure and affordable energy

    SHARE THIS Clean, secure and affordable energy is likely to be one of the major challenges of this decade. Given we need abundant energy to complete the energy transition, we believe fossil fuel companies that are actively enabling transition to low...

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2301

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2023

    SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-march-2023

  • Future Quality Insights -May 2023-A bridge over troubled waters

    SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2305

  • Future Quality Insights -November 2023-New regime, new learning

    SHARE THIS The last few quarters have been a good reminder that we are in a changing world. As a result, we need to focus always on investing in enduring franchises and we would suggest that our Future Quality approach is soundly placed in that regard....

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2311

  • 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

  • Balancing Act-Monthly insights: Multi-Asset Team-February 2024

    SHARE THIS The seemingly impossible soft landing on the back of one of the most aggressive monetary tightening cycles in history is looking not just possible, but increasingly probable. US data is coming in stronger and global demand is generally...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-feb-2024

  • Future Quality Insights: healthcare offers diversification from market hot spots

    SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2024

  • Future Quality Insights: pandemic memories and ongoing impact on companies

    SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2412

  • Asian equity outlook 2025

    SHARE THIS Many may expect the incoming Trump administration's transactional approach to be detrimental to the geopolitical and macroeconomic landscapes. However, we believe that Washington's mercantilist stance should not prevent Asian markets from...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-outlook-2025

  • A year later: five reasons we're still bullish on Japan

    SHARE THIS In March 2024, after the Nikkei Index reached an all-time high, we offered five structural reasons why Japan's economic resurgence was more than just a flash in the pan. Almost a year later, those five reasons remain just as relevant for...

    https://www.nikkoam.co.nz/articles/2025/five-reasons-were-still-bullish-on-japan-february-2025

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