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

  • Global Investment Committee Outlook: Continue risk-positive

    SHARE THIS A large majority of our members agreed on a positive scenario in which the global economy mildly outperforms market consensus, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-continue-risk-positive

  • Beyond the pandemic: Identifying sources of alpha in Japan

    SHARE THIS The global markets surged in 2020 despite the COVID-19 pandemic. While we expect the liquidity-driven rise to continue for a while, we should be prepared for the tide to eventually turn. We identify Japanese industries, notably “Delta ESG”...

    https://www.nikkoam.co.nz/articles/2021/identifying-sources-of-alpha

  • Historic Fund Fact Sheets - Retail Scheme

    SHARE THIS Equities Nikko AM 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 Concentrated Equity Fund...

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

  • How Japan can safeguard against US tariffs

    SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...

    https://www.nikkoam.co.nz/articles/2025/how-japan-can-safeguard-against-us-tariffs-2025

  • India’s election and implications for equities

    SHARE THIS In the 2024 Indian parliamentary elections, Prime Minister Narendra Modi's BJP won fewer seats than expected. However, with support from pre-alliance partners, Prime Minister Modi will lead a coalition government for a third term, indicating...

    https://www.nikkoam.co.nz/articles/2024/indias-election-2024

  • The Future Quality approach to navigating the AI arms race

    SHARE THIS The emergence of AI has dramatically shifted the future pathway for the technology sector, and our research has found that this emerging structural trend chimes with our Future Quality principles.

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

  • New Zealand Fixed Income Monthly – November 2023

    SHARE THIS Amid significantly negative returns in both the equity and fixed income markets at the end of last year, it was thought that 2023 would be the “year of the bond”. As we near the end of 2023, however, the bond market is still yet to live up...

    https://www.nikkoam.co.nz/articles/2023/nz-fixed-income-monthly-nov-23

  • Net zero made in Asia

    SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...

    https://www.nikkoam.co.nz/articles/2023/net-zero-made-in-asia

  • "Thank goodness the Olympics burden is over!"

    SHARE THIS This is the likely phrase one will often hear in a few weeks, especially among equity investors and Japan’s political leadership. Of course, there are currently very few people in Japan who are very enthusiastic about holding the Olympics...

    https://www.nikkoam.co.nz/articles/2021/strategy-one-pager-olympics

  • Ample upside room for slow recovering J-REITs

    SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...

    https://www.nikkoam.co.nz/articles/2021/ample-upside-room

  • Nikko AM Global Shares Hedged Fund

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

    https://www.nikkoam.co.nz/invest/retail/nikko-am-global-shares-hedged-fund

  • Nikko AM Wholesale Global Shares Hedged Fund

    SHARE THIS Fact Sheet The Global Equity team of Nikko Asset Management Europe is the investment manager of the Nikko AM Wholesale Global Shares Fund. The process delivers a high active share, differentiated global equity portfolio that aims to provide...

    https://www.nikkoam.co.nz/invest/institutional/nikko-am-wholesale-global-shares-hedged-fund

  • Nikko AM 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/retail/nikko-am-global-shares-fund

  • Nikko AM Wholesale Global Shares Fund

    SHARE THIS Fact Sheet The Global Equity team of Nikko Asset Management Europe is the investment manager of the Nikko AM Wholesale Global Shares Fund. The process delivers a high active share, differentiated global equity portfolio that aims to provide...

    https://www.nikkoam.co.nz/invest/institutional/nikko-am-wholesale-global-shares-fund

  • New Zealand Fixed Income Monthly – April 2022

    SHARE THIS It has still been a tough year so far for New Zealand bonds amid pressure from inflation. That said, the market in New Zealand has been an outperformer among global peers since the beginning of 2022.

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-april-22

  • New Zealand Fixed Income Monthly – March 2022

    SHARE THIS The New Zealand bond market has experienced a rough start to 2022. The chief driving market factor has been the upward movement in reference interest rates, with the swap and government curves all moving up as central banks turn hawkish to...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-march-22

  • New Zealand Fixed Income Monthly – February 2022

    SHARE THIS We think the New Zealand bond market looks very attractive relative to the rest of the world given how high our interest rates are. At the same time, we certainty aren’t immune to developments in the rest of the world, particularly the US,...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-february-22

  • New Zealand Fixed Income Monthly – January 2022

    SHARE THIS Inflation is creating challenges for the New Zealand bond market and economy. In line with bond markets around the world, New Zealand’s market has had a difficult start to 2022. Bond yields and interest rates in general have been climbing as...

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

  • New Zealand Fixed Income Monthly - November 2021

    SHARE THIS New Zealand faces the same kind of uncertainties other countries are confronting due to the global pandemic. But New Zealand, in some ways, has been in the vanguard of recovery from the COVID-19 outbreak.

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

  • New Zealand Fixed Income Monthly - October 2021

    SHARE THIS October was a tough month for the New Zealand bond market with yields rising in anticipation of further increases in cash rates and in response to global markets bracing for the possibility of central banks reducing stimulus by tapering bond...

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

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