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

  • Navigating Japan Equities (November 2024): view of lower house elections

    SHARE THIS In a move that reflected their disapproval of Japan's ruling coalition, voters deprived it of a lower house majority. While this outcome may not have a direct impact on the market, it is important to monitor the impact of political...

    https://www.nikkoam.co.nz/articles/2024/view-of-lower-house-elections-2024

  • Turbulence in Japan equities: assessing the recent downturn and prospects for recovery

    SHARE THIS We assess the extreme turbulence this week that rocked Japanese equities, which had reached record highs just last month. We discuss the factors that led to the sharp downturn at the start of the week and consider what could be in store for...

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

  • Press Release - 20240627_01

    SHARE THIS Nikko Asset Management and Tikehau Capital Finalise Strategic Partnership in Asia Nikko Asset Management (Nikko Asset Management Co., Ltd. together with all of its subsidiaries), one of Asia’s largest asset managers with US$240.1 billion in...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/press-releases-20240627_01

  • Global Investment Committee’s outlook: stronger for longer

    SHARE THIS The Global Investment Committee sees robust corporate earnings, firm employment and expectations for rate cuts keeping markets more buoyant than anticipated by average consensus estimates.

    https://www.nikkoam.co.nz/articles/2024/global-investment-committee-outlook-2024

  • Vietnam seeing a full turnaround in fortunes

    SHARE THIS We visited Vietnam in February and found that business and economic prospects have turned around completely for the better from a year ago. Interest rates have normalised, and mortgage terms are the most favourable that we have ever seen in...

    https://www.nikkoam.co.nz/articles/2024/vietnam-seeing-a-full-turnaround-in-fortunes-2024

  • Asia’s healthcare opportunities

    SHARE THIS In Asia, where healthcare innovation and investment are borne from a critical need, the region’s healthcare industry today is where its technology industry was in the 2000s, meaning that a decade of investment is beginning to bear fruit.

    https://www.nikkoam.co.nz/articles/2023/asias-healthcare-opportunities

  • Consumption in Asia from a new perspective

    SHARE THIS Asia’s consumption trends were once thought to be heavily influenced by those in the West, but that is no longer the case. Asian consumers have diverse tastes and influences and they are starting to dictate global trends instead of merely...

    https://www.nikkoam.co.nz/articles/2023/consumption-in-asia-from-a-new-perspective

  • Global Investment Committee’s Outlook

    SHARE THIS We don’t expect smooth sailing for the global economy and markets, but there should be great relief for both stocks and bonds in 2023, with pockets of strong outperformance due to idiosyncratic advantages. Notably, Europe and Developed...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2212

  • Australian equity monthly - February 2021

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...

    https://www.nikkoam.co.nz/articles/2021/australian-equities-monthly-february-2021

  • Australian equity monthly - September 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned -3.7% during the month. Australian equities lagged most developed markets during the month, as most markets took a breather in September.

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

  • QE, It Just Won’t Go Away...

    SHARE THIS The Federal Reserve has finally thrown its weight behind the long-proposed change in what is known as the Supplementary Liquidity Ratio for banks, ostensibly so that the banks will then be able to buy more government bonds.

    https://www.nikkoam.co.nz/articles/2025/qe-just-wont-go-away-june-2025

  • Are Foreign Investors Really Fleeing US Assets?

    SHARE THIS Understandably much of the popular market commentary has centred around the possible “Repatriation Trade” and in particular is has focussed on possible flows out of the UST by foreign investors. There have also been stories of some selling...

    https://www.nikkoam.co.nz/articles/2025/are-foreign-investors-really-fleeing-us-assets

  • 2025 GLOBAL OUTLOOK

    SHARE THIS With their central banks bringing interest rates down from previously restrictive settings, 2024 has been the year when most of the world’s economic players have finally begun to experience an easing of monetary policy. In each instance,...

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

  • Press Release - 241001_01

    SHARE THIS The Nikko AM Global Equity Strategy: a decade of outperformance fuelled by Future Quality Nikko Asset Management (“Nikko AM”) celebrates the 10th anniversary of the Nikko AM Global Equity Strategy, launched on 1 October 2014. Since its...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/press-releases-241001_01

  • Why we should pay special attention to Japan’s Q4 capex surge

    SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...

    https://www.nikkoam.co.nz/articles/2024/why-we-should-pay-special-attention-to-japan-q4-capex-surge-2024

  • These Are Era-Defining Times

    SHARE THIS It has been a wild few weeks within debt markets – sharp sell-offs, even sharper rallies, and then a renewed sell off. Movements in equity markets have looked tame by comparison. Bond markets are certainly having to process a lot of...

    https://www.nikkoam.co.nz/articles/2023/these-are-era-defining-times

  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally quite volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European market for the next two quarters, and also include Japan’s...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2306

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

    SHARE THIS Against a backdrop of a more stable bond market, we prefer relatively higher-yielding Philippine, India and Indonesian government bonds. In addition, there appears to be early signs suggesting that inflationary pressures in these countries...

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

  • Global Investment Committee’s Outlook

    SHARE THIS We expect fairly rough sailing for the global economy, financial system and markets in the next two quarters, but we do not expect disasters and there should be major relief for stocks later in 2023 as central banks begin to ease policy.

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2304

  • Global banking turmoil from an Asian perspective

    SHARE THIS It could be some time before the market stabilises in the wake of the global banking turmoil, and investor appetite toward financial subordinated debt will likely be weak in the near term. That said, considering the current valuations of...

    https://www.nikkoam.co.nz/articles/2023/global-banking-turmoil-from-an-asian-perspective

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