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Assuming strategies is optional, and equity is optional, and globalequity is optional, the following results were found.

  • Global Investment Committee’s outlook: growth cycle may continue but mind the fatter tails

    SHARE THIS We have upgraded our near-term economic outlook for the US and anticipate Japan's "virtuous circle" to remain intact. Predicting the timing of any cyclical market downturn remains challenging. However, we also highlight heightened tail risks...

    https://www.nikkoam.co.nz/articles/2024/gic-outlook-december-2024

  • Harnessing Change-Monthly Insights: Asian Equity (November 2024)

    SHARE THIS China has been feeling the pressure with Donald Trump due to return for his second term as US president. However, during Trump's first term China actually outperformed the S&P 500 index, which demonstrates the importance of domestic policies...

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

  • Harnessing Change-Monthly Insights: Asian Equity (October 2024)

    SHARE THIS During the first Trump presidency, China outperformed the S&P 500 and all the perceived beneficiaries of "China Plus One". While history may not be repeated, it is clear that China's domestic policy and market environment will become...

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

  • Harnessing Change-Monthly Insights: Asian Equity (September 2024)

    SHARE THIS The market expects more rate cuts from the Fed, giving Asian central banks room to lower rates, which is very supportive for domestic growth. Meanwhile, with more China stimulus measures anticipated, we see asset allocation into Chinese...

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

  • New Zealand Equity Monthly – June 2022

    SHARE THIS As in the rest of the world, times are tough for New Zealand’s economy. Even so, given that stagflation occurs when higher inflation is combined with slower economic growth and rising unemployment, New Zealand is contending with the negative...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-june-22

  • New Zealand Equity Monthly – January 2022

    SHARE THIS We see the volatility in the New Zealand markets as an opportunity to focus on new companies for which we have a high degree of confidence in their earnings.

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-january-22

  • Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021

    SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-october-2021

  • New Zealand Equity Monthly – October 2021

    SHARE THIS The New Zealand stock market has been flat in the calendar year to date, with companies working to adapt to a number of risk factors. This puts it in stark contrast with markets in the rest of the developed world, which have seen gains...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-october-21

  • Asian Equity Monthly - September 2021

    SHARE THIS Asian stocks fell in September, with concerns about China’s growth outlook and the US Federal Reserve (Fed)’s taper plan being the key drivers of sentiment. For the month, the MSCI AC Asia ex Japan Index declined by 4.2% in US dollar (USD)...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-september-2021

  • Asian Equity Monthly - August 2021

    SHARE THIS Asian stocks gained in August. While concerns about the spread of the Delta variant weighed on markets at the beginning of the month, the US Federal Reserve (Fed)’s dovish commentary and a rebound in the battered Chinese technology (tech)...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-august-2021

  • New Zealand Equity Monthly - July 2021

    SHARE THIS This month we turn our focus to environment, social and governance (ESG) issues. ESG is firmly in the spotlight at present, and this trend will only intensify in the future. In global terms, Europe’s level of ESG legislation is more advanced...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-july-21

  • Asian Equity Monthly - June 2021

    SHARE THIS Asian stocks edged lower in June, partly weighed down by a recent spike in COVID-19 cases in the region. Lingering worries about rising inflation and fears of a faster-than-expected tapering of the US Federal Reserve’s quantitative easing...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-june-2021

  • Asian Equity Monthly - May 2021

    SHARE THIS Supported by optimism about the region’s ongoing economic recovery, Asian stocks delivered decent gains in May, shrugging off concerns about a spike in COVID-19 cases in several Asian countries and persistent worries about inflation.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-may-2021

  • Japan Equity Monthly - May 2021

    SHARE THIS We explain why corporate earnings in FY21 are expected to begin reflecting recovering confidence among Japanese companies as vaccine rollouts gain momentum. We also look into the BOJ’s trial run for a digital yen and the impact such a...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-2106

  • Nikko AM KiwiSaver Scheme SRI Equity Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Core Equity Fund Philosophy A high conviction, fundamental investment process that aims to deliver attractive...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-core-equity-fund

  • Nikko AM Wholesale Concentrated Equity Fund

    SHARE THIS Fact Sheet Philosophy The Concentrated Fund aims to hold 15 stocks, with the ability to have a significant allocation to cash if there are insufficient numbers of suitable investment ideas. The Fund can hold up to 20% in any single security....

    https://www.nikkoam.co.nz/invest/institutional/nikko-am-wholesale-concentrated-equity-fund

  • Navigating Japan Equities: Monthly Insights From Tokyo (March 2025)

    SHARE THIS We assess the factors behind the recent surge in Japan's long-term yields and its implications for equities; we also analyse the robustness of corporate earnings amid the structural economic changes taking place.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-march-2025

  • Harnessing Change - Monthly Insights: Asian Equity-August 2023

    SHARE THIS While regional markets understandably retained its focus on the economic weakness in China, we believe that the fear gripping the markets belies the region’s long-term sustainable return and positive change opportunities. The challenges that...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-aug-2023

  • Navigating Japan Equities: Monthly Insights from Tokyo (January 2022)

    SHARE THIS We expect Japanese equities to rise significantly in 2022, supported by factors such as the government’s fiscal and coronavirus policies, the reshuffling of the Tokyo Stock Exchange (TSE) and robust exports.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-january-2022

  • Navigating Japan Equities: Monthly Insights from Tokyo (September 2022)

    SHARE THIS This month we discuss the factors behind Japan’s high level of share buybacks; we also look at the economic implications of COVID in the wake of a particularly large infection wave.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-september-2022

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