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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (February 2024)

    SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly India, Indonesia and Philippine bonds. In our view, the disinflation trends in these countries should provide the Reserve Bank of India, Bank Indonesia and Bangko...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-february-2024

  • Press Release - 20240206_01

    SHARE THIS Nikko AM Wins Six Categories in Asia Asset Management’s 2024 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 30 January in six categories in Asia Asset Management‘s 2024 Best of the Best Awards. The wins...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/press-releases-20240206_01

  • Japan primed for resurgence after a turnaround year

    SHARE THIS We believe that a long-term revival looms for Japan. Deflationary pressures are dissipating amid rising wages. The financial markets are headed for a resurgence, supported by robust stocks—which could benefit further from a re-allocation of...

    https://www.nikkoam.co.nz/articles/2023/japan-primed-resurgence-after-turnaround-year

  • Asia: A Shortage of Dollars

    SHARE THIS The media is abuzz with stories about the demise of the US Dollar as a reserve currency and the rise of alternatives, such as the proposed new “BRICs” currency. From our perspective, we cannot think of a worse monetary idea than a pan-BRIC...

    https://www.nikkoam.co.nz/articles/2023/asia-a-shortage-of-dollars

  • Why investors should consider increasing their exposure to Japan

    SHARE THIS A stable political backdrop is just one of several key considerations supportive of investors increasing their exposure to Japanese equities, in our view. We believe that reforms to both its corporate governance structure and the...

    https://www.nikkoam.co.nz/articles/2023/why-investors-should-consider-increasing-their-exposure-to-japan

  • Do Interest Rates Matter that Much? Yes, and No…

    SHARE THIS One cannot turn on a financial news programme at present without hearing some talking-head or other discussing the outlook for interest rates, almost as though they are the only thing that matters to markets or the economy. We suspect that...

    https://www.nikkoam.co.nz/articles/2023/do-interest-rates-matter-that-much-yes,-and-no…

  • On-the-ground view of post-COVID China

    SHARE THIS A recent trip to China offered first-hand observations of the country’s technological advancement, changing consumer patterns and new social norms as the world’s second largest economy moves on from the pandemic.

    https://www.nikkoam.co.nz/articles/2023/2306_on_the_ground_view_of_post_covid_china

  • New Zealand Fixed Income Monthly – February 2023

    SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2023

    SHARE THIS We maintain the view that global inflationary pressures may moderate further. We prefer Singapore, South Korea and Indonesia bonds. As for currencies, we favour the renminbi, the Singapore dollar and the Thai baht.

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

  • Press Release - 20230210_01

    SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2023 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected in four categories in Asia Asset Management‘s 2023 Best of the Best Awards. The wins include two...

    https://www.nikkoam.co.nz/media-center/press-releases/2023/press-release-230210_01

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2022

    SHARE THIS We expect global inflation to ease and global growth to weaken in 2023; we also think that the Fed is likely to pause hiking rates by the first quarter of 2023. Against this backdrop, we are broadly constructive on regional bonds as most...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-december-22

  • BOJ’s YCC shift parallels a Fed pattern

    SHARE THIS In what was probably the best kept secret of many years, the BOJ unanimously agreed to shift its YCC policy well before virtually any economist or market watcher expected. The largest question people seem to have is “why now?”. As with most...

    https://www.nikkoam.co.nz/articles/2022/boj-ycc-shift-parallels-fed-pattern

  • 2023 Global Fixed Income outlook

    SHARE THIS We present our 2023 outlook for core markets, emerging markets and global credit.

    https://www.nikkoam.co.nz/articles/2023/global-fixed-income-outlook-2023

  • 2023 Asian rates and FX outlook

    SHARE THIS Most Asian countries are expected to grow at a slower pace in 2023 than they did in 2022, and fiscal stimulus will no longer be a dominant factor driving growth in the region. We expect monetary policy outlook to persist as the primary...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-and-fx-outlook-2023

  • 2023 Global macro outlook: Ten predictions

    SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.

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

  • The Inelastic Supply Curve

    SHARE THIS We have little (in fact, virtually no) doubt that the opening salvos of the monetary response to the Pandemic were driven by a sense of panic rather than by calculated analysis. The Federal Reserve appeared to be downplaying internally as...

    https://www.nikkoam.co.nz/articles/the-inelastic-supply-curve-2

  • A big comeback: Rising fortunes of Asia’s small caps

    SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...

    https://www.nikkoam.co.nz/articles/2022/rising-fortunes-asian-small-caps-2210

  • A Round Trip to the Plaza Hotel, and the End of Orthodoxy

    SHARE THIS As the famous 1980s’ bumper sticker (almost) said, “shocks happen”. The global economy / ecosystem is an inherently dynamic entity, constantly changing its shape and composition. Some of these changes will of course favour some economies...

    https://www.nikkoam.co.nz/articles/a-round-trip-to-the-plaza-hotel,-and-the-end-of-orthodoxy

  • Dire Straits? Or a New Era

    SHARE THIS Last month’s ever austere Bundesbank Monthly Report contained an essay on Pension Reform in Germany. The article is quite long but suggests that the German Pension system only has two long term options to maintain its solvency: either accept...

    https://www.nikkoam.co.nz/articles/2022/dire-straits-or-a-new-era

  • Nikko AM NZ Operational and Administrative Terms and Conditions for Wholesale Clients

    SHARE THIS Onboarding/ ongoing administration: Each party will provide the other party with a list of persons who are authorised to act in accordance with the investment and also the capacity in which they are entitled to act in accordance with...

    https://www.nikkoam.co.nz/terms-and-conditions-wholesale-clients

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