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

  • Japan Value Insights: CDMOs and health-related social needs

    SHARE THIS Contract development and manufacturing organisations (CDMOs) could play an important role in addressing health-related needs as society seeks rapid solutions to issues such as an increase in refractory diseases.

    https://www.nikkoam.co.nz/articles/2023/japan-value-2302

  • Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound

    SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2210

  • Japan Value Insights: Spotlight on sustainable companies addressing social issues

    SHARE THIS We share our thoughts on sustainable companies that address social issues and contribute to the physical and mental well-being of individuals.

    https://www.nikkoam.co.nz/articles/2022/japan-value-2204

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2110

  • Historic Fund Fact Sheets - Institutional Investors

    SHARE THIS Equities Nikko AM Wholesale Core Equity Fund 2025 Jan Feb 2024 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2023 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2022 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Nikko AM Wholesale SRI...

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

  • Politics, governance reform and engagement opportunities in Japan equities

    SHARE THIS Following the surprise result of the snap election in October 2024, Japanese politics has entered a very unique phase. We discuss how the fluid political situation could positively impact the Japanese market, which is already feeling the...

    https://www.nikkoam.co.nz/articles/2025/politics-governance-reform-japan-equities-2025

  • Investing in Japan: an insider's perspective with Naomi Fink

    SHARE THIS Naomi Fink recently joined Nikko Asset Management as a Global Strategist based in Tokyo. We sat down with Naomi to discuss her personal relationship with Japan, and to hear her views on arguably the most talked-about investment region in the...

    https://www.nikkoam.co.nz/articles/2024/investing-in-japan-2024

  • New Zealand markets outlook 2024: the only certainty is more uncertainty

    SHARE THIS Given the volume of quality defensive companies with relatively high dividend yields, higher for longer interest rates are a significant headwind for New Zealand’s equity markets. Alongside these, the country’s globally-focused export...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-markets-outlook-2024

  • Our view on Japan’s upper house election

    SHARE THIS As it often is when Japan’s Liberal Democratic Party wins an election by an impressive amount, the initial equity market reaction was positive. But the ramifications of the ruling party’s upper house election victory will in the intermediate...

    https://www.nikkoam.co.nz/articles/2022/our-view-on-japans-upper-house-election-2022

  • 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

  • Are China’s stimulus measures enough?

    SHARE THIS The raft of stimuli recently unveiled in China is the most coordinated policy since the start of the country’s economic downturn. This, along with the start of the Fed’s monetary policy easing, represents key fundamental changes. However, as...

    https://www.nikkoam.co.nz/articles/2024/2410-are-chinas-stimulus-enough

  • Sustainability - New Zealand Equity and Fixed Income

    SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT New Zealand Equity and Fixed Income Our Philosophy Nikko AM New Zealand’s equity and bond teams have a united voice on ESG issues. We are primarily medium- to long-term investors with a fundamentally...

    https://www.nikkoam.co.nz/sustainability/investment-management/new-zealand

  • New Zealand Equity Monthly (September 2024)

    SHARE THIS Nikko AM NZ released its first annual “climate statement” under New Zealand’s new climate-related disclosures regime in July. The framework requires approximately 200 organisations, including large publicly listed companies, to release...

    https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-september-2024

  • Can the Rest of the World Live with the USA?

    SHARE THIS Currently, the US economy is stuttering. Headline growth during the latter half of 2023 was extremely rapid – GDP growth averaged more than twice the economy’s 20-year average - but this strong activity was led by the public sector, either...

    https://www.nikkoam.co.nz/articles/2024/can-the-rest-of-the-world-live-with-the-usa

  • Press Release - 20231122_01

    SHARE THIS Nikko Asset Management bolsters Global Equity team in Edinburgh Nikko Asset Management (“Nikko AM”) has appointed Ella-Kara Brown as Portfolio Manager within its Global Equity team based in Edinburgh. Ella-Kara Brown joins the existing...

    https://www.nikkoam.co.nz/media-center/press-releases/2023/press-releases-231122_01

  • Japan’s “show me the money” corporate governance: 1Q record high

    SHARE THIS The just-released 1Q CY22 data on aggregate corporate profits in Japan was positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average. Both the non-financial service and manufacturing...

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-1q

  • Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities

    SHARE THIS The GIC expects the global economy to continue struggling in a form of “stagflation-lite” and sees a relatively flat performance for global equities for the next three to six months (although quite positive on Pacific equities), with...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2203

  • Differentiation through engagement: Opportunities in Japan equities

    SHARE THIS We highlight the increasing importance of engagement in Japan, explain how it could be the key to unlocking the long-underperforming Japanese market’s potential, and assess how it can lead to the generation of alpha.

    https://www.nikkoam.co.nz/articles/2022/differentiation-through-engagement

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a solid majority of our committee agreed again on a positive scenario, in which the global economy matches the market consensus for very strong growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2107

  • Dispelling negative notions about Japan amid its increasing importance

    SHARE THIS Japan’s stock market does not deserve many of the ages-old worries and criticisms. Indeed, while not every company or circumstance is perfect, its performance, though lower than that of the US, has steadily outperformed, in constant currency...

    https://www.nikkoam.co.nz/articles/2021/dispelling-negative-notions-about-japanmid-its-increasing-importance

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