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

  • Navigating Japan Equities: Monthly Insights from Tokyo (September 2023)

    SHARE THIS This month we take a closer look at Japan’s 2Q GDP surge and analyse the factors that could offset a potential slowdown in exports; we also assess why the markets are less perturbed by a weak yen compared to a year ago and discuss the...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-september-2023

  • Navigating Japan Equities: Monthly Insights from Tokyo (August 2023)

    SHARE THIS Although the Bank of Japan tweaked its policy in July, we discuss why the move may have been a compromise given expectations the central bank will wait for more concrete signs of inflation before taking a more significant step; we also...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-august-2023

  • Navigating Japan Equities: Monthly Insights from Tokyo (June 2023)

    SHARE THIS This month we discuss the factors behind the Nikkei’s rise to a 33-year high; we also assess Japan’s opportunity to re-invent itself as a technology hub with leading global chipmakers bringing investments and manufacturing to its shores.

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-june-2023

  • Navigating Japan Equities: Monthly Insights from Tokyo (May 2023)

    SHARE THIS This month we discuss how Warren Buffett’s focus on Japan has put the country’s market back on investor radars and how it could be a chance for companies to disseminate meaningful information; we also analyse the TSE’s surprise “name and...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-may-2023

  • Australian equity monthly - October 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.9% during the month. Australian equities were supported by the release of the Federal Budget early in the month which saw increased spending and tax cuts to aid the economy as it recovers.

    https://www.nikkoam.co.nz/articles/2020/australian-equities-monthly-october-2020

  • Historic Quarterly Fund Updates - Retail Scheme

    SHARE THIS Equities Nikko AM Core Equity Fund 2024 31 Mar 24 30 Jun 24 30 Sep 24 31 Dec 24 2023 31 Mar 23 30 Jun 23 30 Sep 23 31 Dec 23 2022 31 Mar 22 30 Jun 22 30 Sep 22 31 Dec 22 2021 31 Mar 21 30 Jun 21 30 Sep 21 31 Dec 21 Nikko AM Concentrated...

    https://www.nikkoam.co.nz/invest/historic-quarterly-fund-updates-individual

  • “Bold and fundamental changes” to Japan’s NISA a positive driver for Japanese equities

    SHARE THIS Changes to Japan’s domestic tax-free savings scheme – the Nippon Individual Savings Account (NISA) –are expected to deliver an increased flow into mutual funds both international and domestic, and attract a younger generation of investors in...

    https://www.nikkoam.co.nz/articles/2023/2310-bold-and-fundamental-changes

  • The case for China bonds

    SHARE THIS China’s bond market is exhibiting low correlation to other asset classes, displaying historically lower volatility, enjoying continued internationalisation of the renminbi and benefitting from the country being included in globally...

    https://www.nikkoam.co.nz/articles/2022/the-case-for-china-bonds

  • Global multi-asset outlook 2025

    SHARE THIS Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...

    https://www.nikkoam.co.nz/articles/2024/global-multi-asset-outlook-2025

  • Global Investment Committee review: still positive, with downside risk caveats

    SHARE THIS On 13 August, the Global Investment Committee held an extraordinary session to review the impact of recent volatile market movements. We maintain our central scenario for positive GDP growth in most major economies, although we see...

    https://www.nikkoam.co.nz/articles/2024/gic-review-still-positive-2024

  • Japan's cash-rich companies: harnessing corporate reforms

    SHARE THIS Japan, a nation of “cash-rich” companies, is undergoing corporate reforms aimed at raising valuation of companies by improving their capital efficiency. The reforms, along with cash-rich companies' historical outperformance and strategic...

    https://www.nikkoam.co.nz/articles/2024/japans-cash-rich-companies-harnessing-corporate-reforms-2024

  • Japan transitioning from cyclical reflation to structural recovery for balanced growth

    SHARE THIS We explain how reflationary dynamics underpin the foundations of Japan’s incipient structural recovery and illustrate why we believe the country’s equity comeback should not be written off as another flash-in-the-pan cyclical upturn headed...

    https://www.nikkoam.co.nz/articles/2024/japan-transitioning-from-cyclical-reflation

  • 2023 Global multi-asset outlook

    SHARE THIS On balance, we are constructive mainly for valuation support and growth prospects improving for China with a firm tailwind from an easing dollar. Pockets of the US equity market may struggle on weaker earnings, but the rest of the world...

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

  • What the Biden win could mean for Japanese equities

    SHARE THIS We assess the US election outcome from the perspective of the Japanese equity market, focusing on the economic and policy changes that are expected to accompany the change in US leadership.

    https://www.nikkoam.co.nz/articles/2020/what-the-biden-win

  • New Zealand Fixed Income Monthly - July 2021

    SHARE THIS New Zealand’s bond market performed well overall in July, although the long term sector outperformed its short term peers significantly.

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

  • Nikko AM KiwiSaver Scheme Global Shares Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Global Shares Fund The Global Equity team of Nikko Asset Management Europe is the investment manager of the...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-global-shares-fund

  • Global Investment Committee’s outlook: low risk no longer

    SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.

    https://www.nikkoam.co.nz/articles/2024/2410-gic-outlook-low-risk-no-longer

  • Global Investment Committee’s outlook: still growing but proceed with caution

    SHARE THIS Our central scenario is for positive GDP growth in most major economies, with mild upside risks to growth in all regions but Europe. Within this central scenario, we anticipate range-bound inflation with a gradual disinflationary trend in...

    https://www.nikkoam.co.nz/articles/2024/gic-still-growing-but-proceed-with-caution-2024

  • Time to revisit Chinese bonds from a global portfolio perspective

    SHARE THIS Recently, China has been frequently appearing in global headlines, although many of these stories are not particularly encouraging. Amidst a fixation with the slowdown in the world’s second-largest economy, global markets may be missing the...

    https://www.nikkoam.co.nz/articles/2024/time-to-revisit-chinese-bonds-2024

  • Global macro outlook 2024

    SHARE THIS Much like this report in 2023, global conditions will remain unique and defy a confident overall summary; thus, here are ten predictions on some particularly noteworthy factors.

    https://www.nikkoam.co.nz/articles/2023/global-macro-outlook-2024

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