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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 (June 2022)

    SHARE THIS This month we explain why losses by Japanese equities so far in 2022 have been limited relative to their peers; we also assess the positive impact a return of inbound tourism could have on Japan’s economy and markets.

    https://www.nikkoam.co.nz/articles/2022/navigating-japan-equities-monthly-insight-june-2022

  • A More Uncertain Future than the Hawks Realize

    SHARE THIS Since the Pandemic first unfolded, it has generally paid to invest and act according to what the Federal Reserve Chairman said was going to happen, rather than what did in fact happen. The obvious example being last year, when the Fed told...

    https://www.nikkoam.co.nz/articles/2022/a-more-uncertain-future-than-the-hawks-realize

  • Despite fearmongering on demographics, Japan’s business has soared

    SHARE THIS Pundits need to be careful about scaring people regarding Japan and, thus, harming its economic future. This is especially true regarding recent high profile, wildly exaggerated tweets about demographics, a decades-old theme; clearly, this...

    https://www.nikkoam.co.nz/articles/2022/despite-fearmongering-demographics-japan

  • What Next for Bonds?

    SHARE THIS The rise that has occurred within longer term bond yields over recent weeks has certainly been “enthusiastic”, and we suspect that many view the move as being no more than a belated / overdue reaction to the higher rates of inflation within...

    https://www.nikkoam.co.nz/articles/2022/what-next-for-bonds

  • How to Pay for the War: Politics & Central Banks

    SHARE THIS The economic costs of the current conflict in Ukraine may pale into insignificance in comparison to the human suffering, but they are not irrelevant to markets. The bottom line is of course that wars make society poorer, as does conflict in...

    https://www.nikkoam.co.nz/articles/how-to-pay-for-the-war-politics-central-banks

  • Thoughts for seasick investors

    SHARE THIS It would not be surprising if the major swings in the markets and macroeconomic conditions, including historic central bank shifts, have made most investors somewhat seasick. Recently on a day-to-day basis, markets seem to react quite...

    https://www.nikkoam.co.nz/articles/2022/thoughts-for-seasick-investors

  • 2022 Global Multi Asset Outlook: Gauging long-term growth prospects

    SHARE THIS We maintain a constructive view of risk assets but are cognizant that the path toward realising gains will be more delicate as we traverse the course of the Fed and other central banks removing their easy policies.

    https://www.nikkoam.co.nz/articles/2022/global-multi-asset-outlook-2022

  • The Reluctant Fed

    SHARE THIS Although the late 1980s’ “Lawson Boom” in the UK was an interesting first real-time introduction to a credit boom, the author’s first authentic experience of the “madness” that can accompany a credit boom was centred on Japan in 1988 and...

    https://www.nikkoam.co.nz/articles/2021/the-reluctant-fed

  • Funding high-impact climate action with green bonds

    SHARE THIS The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns...

    https://www.nikkoam.co.nz/articles/2021/funding-high-impact-climate-action-green-bonds

  • Are Central Banks Tightening into a Slowdown?

    SHARE THIS There has been a marked inflation of money balances in the USA and of course elsewhere within the global economy over the last 18 months that has led to a generalized inflation of household balance sheets – nominal expenditure, financial...

    https://www.nikkoam.co.nz/articles/are-central-banks-tightening-into-a-slowdown

  • Asian Fixed Income Monthly - July 2021

    SHARE THIS The US Treasury (UST) curve bull flattened in July. The Federal Open Market Committee (FOMC) meeting was largely uneventful, although the forward guidance on asset purchases was tweaked slightly to indicate that progress had been made...

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

  • Nikko AM KiwiSaver Scheme ARK Disruptive Innovation Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale ARK Disruptive Innovation Fund The Nikko AM ARK Global Disruptive Innovation Fund gains exposure to global...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-ark-disruptive-innovation-fund

  • It’s Different This Time: Inflation Versus Deflation, Credit versus Money

    SHARE THIS It may not be quite as profound as the eternal “chicken and the egg question” but nevertheless we suspect that deep in the bowels of some academic institutions, aging economists are still debating which came first, money or credit? Did the...

    https://www.nikkoam.co.nz/articles/2021/its-different-this-time

  • Can the Rest of the World Afford Higher US Inflation?

    SHARE THIS There is a relatively simple narrative dominating markets at present, namely that the US economic recovery will accelerate as the latest stimulus measures are enacted, the output gap will close (if you believe it is negative – or it will...

    https://www.nikkoam.co.nz/articles/2021/can-the-rest-of-the-world-afford-higher-us-inflation

  • Suga - Likely the most pro-Third Arrow reform PM in Japan’s history

    SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.

    https://www.nikkoam.co.nz/articles/suga-likely-the-most-pro

  • 2021 Asian Fixed Income and FX Outlook

    SHARE THIS We expect North Asia to continue to lead the region’s recovery (at least in the first half of the year). But we also expect the growth divergence between North Asia and the rest of the region to narrow. Unprecedented fiscal support from...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-and-fx-outlook-2021

  • Australian Fixed Income Monthly – November 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.11% over the month. The yield curve steepened as 3-year government bond yields ended the month 1 basis point (bp) lower at 0.11%, while...

    https://www.nikkoam.co.nz/articles/2020/australian-fixed-income-monthly-november-2020

  • Maintaining Prosperity During Turmoil

    SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...

    https://www.nikkoam.co.nz/articles/2020/maintaining-prosperity

  • China’s bond market: a space to watch

    SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...

    https://www.nikkoam.co.nz/articles/2020/china-bond-market

  • Efficiency of Japanese corporate investment in human capital and shareholder value

    SHARE THIS Japan struggles with an aging and shrinking population and it is important for the country, both from an economic and social perspective, to improve its relatively low labour productivity by efficiently utilising its human resources.

    https://www.nikkoam.co.nz/articles/2020/efficiency-of-japanese-corporate

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