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

  • Nikko AM named Best Asia-Pacific Equity ETF Manager at the 2013 ETF Express Awards

    SHARE THIS - 3rd award in past four years - Nikko AM named Best Asia-Pacific Equity ETF Manager at the 2013 ETF Express Awards

    https://www.nikkoam.co.nz/media-center/press-releases/2013/20130311

  • What the return of interest rates means for Japan

    SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...

    https://www.nikkoam.co.nz/articles/2025/2502-what-the-return-of-interest-rates-means-for-japan

  • Why We Should All Pay Attention to NZ

    SHARE THIS Despite its small size and geographic location, New Zealand has led the World in a number of fields – physics, Postwar economic theory (Bill Phillips was born in NZ), inflation targeting (amongst the first to make this a statutory target),...

    https://www.nikkoam.co.nz/articles/2025/why-we-should-all-pay-attention-to-nz

  • Disequilibrium Economics

    SHARE THIS Major “events” in markets have been caused by wrong assumptions over mathematical relationships. The Long Term Capital Management Debacle (LTCMD) in 1998 was primarily the result of the incorrect assumption of perfect markets by a cluster of...

    https://www.nikkoam.co.nz/articles/2024/disequilibrium-economics

  • Global multi-asset outlook 2024

    SHARE THIS Our investment themes for 2024 focus on key features of a world in transition. They include higher-for-longer rates, production shortages in natural resources and the search for new sources of productivity. Transitions are never easy, and...

    https://www.nikkoam.co.nz/articles/2023/global-multi-asset-outlook-2024

  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European and Pacific Ex-Japan markets for the 4Q, and also Japan’s on a...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2309

  • Exploring fast-growing Asian REITs

    SHARE THIS Asian REITs continue to be one of the fastest growing asset classes in the region, offering decent yields, a sustainable income stream and exposure to the region’s biggest landlords.

    https://www.nikkoam.co.nz/articles/2023/exploring-fast-growing-asian-reits

  • Investing in a multipolar world

    SHARE THIS Between still high levels of inflation, fast-tightening central banks, a growing energy crisis in Europe and slow growth in China, it is easy to imagine a bleak growth outlook. But these difficult dynamics also harbour opportunities often...

    https://www.nikkoam.co.nz/articles/2022/investing-in-a-multipolar-world-october-2022

  • Japan’s “show me the money” corporate governance: 4Q record high

    SHARE THIS The just released 4Q CY21 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-4q

  • India: Reaping growth from change

    SHARE THIS Going back to India for a month after two long years of not being able to visit my family, I was pleasantly surprised by the new normal. While there has been much adversity, COVID-19 has also sparked positive change, especially on technology...

    https://www.nikkoam.co.nz/articles/2022/india-reaping-growth-from-change

  • Why December 2021 May Have Made History - The Great Divergence Begins

    SHARE THIS While last month witnessed only its usual quota of central bank policy meetings, we suspect that it will ultimately go down in history as representing the beginning of what we suspect may become the Great Divergence within central banking....

    https://www.nikkoam.co.nz/articles/2022/why-december-2021-may-have-made-history-the-great-divergence-begins

  • Global Investment Committee's 2022 Outlook: Positive for risk assets

    SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...

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

  • Japan’s “Show Me the Money” Corporate Governance: 3Q Record High

    SHARE THIS The just released 3Q CY21 data on aggregate corporate profits in Japan was very positive, as although for the single quarter, the overall corporate recurring pre-tax profit margin declined from the 2Q, as it does routinely for this...

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance-3q

  • Japan’s “Show Me the Money” Corporate Governance: 2Q Positive Profit Surprise

    SHARE THIS The just released 2Q CY21 data on aggregate corporate profits in Japan was surprisingly positive, as the overall corporate recurring pre-tax profit margin surged relatively near its record high in the 3Q CY18.

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance

  • Shocks we have known and return of the macro

    SHARE THIS The author is old enough to remember the rolling power cuts and “three day weeks” during 1973 and 1974 in the UK that were introduced by the government of the day in order to conserve the UK’s energy supplies in the wake of the first oil...

    https://www.nikkoam.co.nz/articles/2021/shock-we-have-know-and-return-macro

  • Japan equities poised for further gains along with a turnaround for value

    SHARE THIS In February 2021, Japan’s Nikkei Stock Average reached JPY 30,000 for the first time in over three decades. We believe that equities will keep rising, and that amid this shift in the broader market Japanese value stocks are on the cusp of a...

    https://www.nikkoam.co.nz/articles/2021/japan-equities-poised-for-further-gains-along-with-a-turnaround-for-value

  • Adapting to the “new normal”: Japan’s paradox

    SHARE THIS With the global outbreak of COVID-19 in the first half of 2020, the world was turned upside down. Under such circumstances, Japanese companies are now faced with new challenges to adapt to this “new normal”.

    https://www.nikkoam.co.nz/articles/2020/adapting-to-the-new-normal

  • Did DeepSeek cause an AI paradigm shift?

    SHARE THIS The speed at which AI applications are becoming part and parcel of daily life is breathtaking, with DeepSeek's apparent breakthrough merely accelerating an inevitable, fundamental change in the field. We firmly believe these breakthroughs...

    https://www.nikkoam.co.nz/articles/2025/did-deepseek-cause-a-paradigm-shift-february-2025

  • Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value

    SHARE THIS Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability issues have become a key part of corporate governance practices, showed that ESG integration can drive shareholder value. The significant...

    https://www.nikkoam.co.nz/articles/2024/yanagi-model-in-practice

  • Navigating Japan Equities (November 2024): assessing the impact of the US elections on Japan

    SHARE THIS As with the other markets, Japanese equities reacted immediately to Donald Trump's US presidential election win. The immediate election impact is expected to fade relatively quickly, with market focus turning to the trade policies Trump may...

    https://www.nikkoam.co.nz/articles/2024/assessing-us-election-impact-2024

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