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

  • New Zealand Equity Monthly – September 2022

    SHARE THIS The recent reporting season showed that New Zealand’s “gentailers” (companies that both generate and sell energy) remain committed to developing renewable generation capacity, with five such projects currently under construction. However, a...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-september-22
  • New Zealand Equity Monthly – August 2022

    SHARE THIS In an encouraging sign for New Zealand equities, the benchmark NZX 50 Index ended August approximately 10% higher compared to the lows it saw in June, when it dropped below the 11,000 level for the first time in two years. However, the...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-august-22
  • New Zealand Equity Monthly – July 2022

    SHARE THIS This month we focus on two ESG-linked themes that generate a significant amount of investor interest: carbon neutrality and modern slavery.

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-july-22
  • New Zealand Equity Monthly – May 2022

    SHARE THIS Recent results in the New Zealand retirement sector have been strong almost across the board, with operators of retirement villages posting high sales of both new stock and existing units. Independent valuations of retirement village assets...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-may-22
  • New Zealand Equity Monthly – April 2022

    SHARE THIS This month we turn our focus to developments in China and their impact on New Zealand companies. New Zealand’s trade with China expanded by 22% in 2021 despite COVID-19 having an impact throughout the year. This highlights the incredible...

    https://www.nikkoam.co.nz/articles/2022/new-zealand-equity-monthly-april-2022
  • New Zealand Equity Monthly – March 2022

    SHARE THIS This month we focus on A-REITs, which are larger and more liquid relative to their New Zealand peers. One of the sector’s benefits over its New Zealand counterpart is its simple numerical advantage: Australia boasts 34 REITs, which is three...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-march-22
  • New Zealand Equity Monthly – February 2022

    SHARE THIS The New Zealand market recovered well from the global plunge in equities seen in response to Russia’s invasion of Ukraine on 24 February. The current events in Europe have had very little immediate impact on New Zealand, particularly from a...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-february-22
  • New Zealand Equity Monthly – November 2021

    SHARE THIS COP26 included a pledge by New Zealand and 100 other countries to achieve 30% cuts in methane emissions by 2030. Similar progress is being seen in the area of corporate disclosure as New Zealand is set to have its first climate-related...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-november-21
  • New Zealand Equity Monthly – August 2021

    SHARE THIS With the reporting season in full swing, this month we turn our attention to New Zealand’s corporate results and announcements. In particular we focus on the COVID-19 pandemic and its effect on such results and highlight how changing...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-august-21
  • New Zealand Equity Monthly - June 2021

    SHARE THIS This month, we take a look at the current state and prospects of New Zealand’s five main electricity generators/retail providers. Almost all the electricity in New Zealand is generated by five companies: Genesis Energy, Contact Energy,...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-june-21
  • Navigating Japan Equities: Monthly Insights From Tokyo (February 2025)

    SHARE THIS This month we discuss signs of improvement in the Bank of Japan (BOJ)'s market communication following its recent rate hike; we also focus on Japan's economic resilience amid a flurry of trade-related headlines impacting the markets.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-february-2025
  • Navigating Japan Equities: Monthly Insights from Tokyo (October 2023)

    SHARE THIS This month we discuss the timing of Japan’s savings to investments push as assets held by households hit a record high; we also look at the rise in the domestic long-term yield to a 10-year peak and assess its potential impact on the equity...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-october-2023
  • Navigating Japan Equities: Monthly Insights From Tokyo (January 2025)

    SHARE THIS This month we discuss how a rise in delistings reflects efforts to create a more attractive equity market; we also assess ways in which a merger by large automakers in Japan could stimulate reforms beyond the industry.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-january-2025
  • Harnessing Change-Monthly Insights: Asian Equity-June 2024

    SHARE THIS In China, we await confirmation of real, positive fundamental change before increasing our confidence towards the country, and we maintain a highly selective approach. Elsewhere, a combination of AI-induced excitement and positive structural...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-june-2024
  • Harnessing Change - Monthly Insights: Asian Equity-February 2024

    SHARE THIS We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-february-2024
  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-August 2022

    SHARE THIS The regional index of the MSCI AC Asia ex Japan in August was flat at 0.0% in US dollar terms, recovering after falling into negative territory earlier. The North Asian region was weighed down by foreign currency effects, trailing behind its...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-august-2022
  • Japan Equity Monthly - February 2021

    SHARE THIS We assess the factors that enabled the Nikkei to rise above the 30,000 threshold for the first time since 1990; we also view the recent Robinhood frenzy from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-february-2021
  • Japan Equity Monthly - September 2020

    SHARE THIS Yoshihide Suga, Japan’s new prime minister, is widely expected to retain his predecessor’s fiscal and monetary policies known as “Abenomics”.

    https://www.nikkoam.co.nz/articles/2020/japan-equity-monthly-september-2020
  • Nikko Asset Management Adds Depth to Global Equity Team

    SHARE THIS Nikko Asset Management Adds Depth to Global Equity Team Nikko Asset Management (“Nikko AM”) has appointed Jeremy Hall as Investment Director – Global Equity. In this role, he will be a portfolio manager within the Nikko AM Global Equity team...

    https://www.nikkoam.co.nz/media-center/press-releases/2017/nikko-asset-management-adds-depth-to-global-equity-team
  • Buy / Sell Spreads

    SHARE THIS Buy/sell spreads can apply to any/all funds as and when market conditions require them. Our objective is to set the spreads at a level which reflect the expected transaction costs, so they are paid by transacting investors and not by other...

    https://www.nikkoam.co.nz/invest/buy-sell-spreads