Search Nikko AM

 
Assuming strategies is optional, and multi-asset is optional, the following results were found.

  • 2022 Asian Fixed Income and FX Outlook: Regional recovery expected

    SHARE THIS The economic recovery in Asia ex-China is likely to improve significantly in 2022 as regulations are eased, borders are reopened and vaccination rates increase. We anticipate these developments to boost private sector confidence, providing...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-and-fx-outlook-2022

  • China: Regulate in order to innovate

    SHARE THIS Every few years, concerns emerge over whether China is investable. We are currently witnessing the latest round of this cycle amid China’s drive to regulate. However, investing in China during such moments of doubt has reaped substantial...

    https://www.nikkoam.co.nz/articles/2021/china-regulate-in-order-to-innovate

  • Balancing Act: Monthly insights from the Global Multi-Asset Team-November 2021

    SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-november-2021

  • Nikko AM ARK Disruptive Innovation Fund

    SHARE THIS Disruptive Innovation Introducing the Nikko AM ARK Disruptive Innovation Fund At Nikko AM we believe that disruptive innovation is key to investing in the future. In August 2017, Nikko AM partnered with ARK Invest – a company focused solely...

    https://www.nikkoam.co.nz/articles/2021/oldark

  • Multi-asset Monthly - October 2021

    SHARE THIS Volatility has arisen as we expected it eventually would, and September is often an apt month to rediscover risk given market participants’ return from summer vacations noting that record high equity markets do not quite square with a number...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-october-2021

  • The Alternative Fund: Rephrasing Multi-Strategy

    SHARE THIS We have found most surveys classify the Multi-Strategy Fund as ‘growth’, which is somewhat ironic given that it isn’t ‘growthy’ enough to warrant more than a 5% weight in the growth fund.

    https://www.nikkoam.co.nz/articles/2021/the-alternative-fund-rephrasing-multi-strategy

  • Multi-asset Monthly - September 2021

    SHARE THIS As we contemplate a post-pandemic world, it is becoming more likely that things will not return to “normal” as we once knew it. While vaccines have been highly successful in preventing serious illness in those who are still contracting the...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-september-2021

  • Japan’s structural reform to benefit investors

    SHARE THIS The three Japan-related news topics that have overwhelmingly dominated the attention of Western media so far this year are COVID-19 (by far), the Tokyo Olympics and the showdown at Toshiba.

    https://www.nikkoam.co.nz/articles/2021/japan_structural_reform_benefit_investors

  • Multi-asset Monthly - July 2021

    SHARE THIS The US and China are likely reaching peak growth as stimulus and the initial burst of pent-up demand begin to wane. In China, while the credit impulse has turned negative—usually an ominous sign—demand continues to normalise, shifting from...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-july-2021

  • Multi-asset Monthly - June 2021

    SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-june-2021

  • Multi-asset Monthly - May 2021

    SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-may-2021

  • Net zero carbon: Is it all just hot air?

    SHARE THIS "Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde.

    https://www.nikkoam.co.nz/articles/2021/net-zero-carbon-is-it-all-just-hot-air

  • Multi-asset monthly - April 2021

    SHARE THIS As reflationary dynamics gain support from refreshed stimulus in the US and a largely successful vaccine rollout with returning growth already to show for it, the reflation trade appears a bit exhausted as measured by market action. However,...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-april-2021

  • Sustainability - Corporate Sustainability

    SHARE THIS Corporate Sustainability Since 2018, our Corporate Sustainability Department has driven sustainability into our corporate culture. From curating our strategy and aligning ourselves to maximise our impact in our offices through 3 core...

    https://www.nikkoam.co.nz/sustainability/corporate-sustainability

  • Sustainability - US Investment

    SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT U.S. Investment Our Philosophy On the US investment team, we believe that the three core factors behind sustainable, responsible investing — environmental, social, and governance (ESG) — are inherent to...

    https://www.nikkoam.co.nz/sustainability/sustainability-us-investment

  • Sustainability homepage

    SHARE THIS Download Sustainability Report 2024 (4MB PDF) Our work, investments and processes has environment, social and governance (ESG) considerations built firmly in our core. We are determined to support the firms we invest in to improve their...

    https://www.nikkoam.co.nz/sustainability

  • Sustainability - Activities

    SHARE THIS SUSTAINABILITY Activities Establishing a global sustainability function at Nikko AM has been critical to setting our sustainability strategy and ensuring that global initiatives are well-coordinated and effectively implemented. The global...

    https://www.nikkoam.co.nz/sustainability/sustainability-activities

  • Sustainability - Insights and News

    SHARE THIS SUSTAINABILITY Insights & News insights 18 December 2024 Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability...

    https://www.nikkoam.co.nz/sustainability/insights-news

  • Sustainability - Japan Equity

    SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Japan Equity Our Philosophy To generate new growth, companies today must have a strong approach to ESG. By investing in the stocks of such companies, we believe that excess returns can be achieved over...

    https://www.nikkoam.co.nz/sustainability/sustainability-japan-equity

  • Multi-asset monthly - March 2021

    SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-march-2021

Quick Links