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Assuming tw0624 is optional, and history is optional, the following results were found.

  • 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

  • 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

  • Future Quality Insights – February 2022 - History rhymes

    SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2202

  • Balancing Act-Monthly insights: Multi-Asset Team-February 2024

    SHARE THIS The seemingly impossible soft landing on the back of one of the most aggressive monetary tightening cycles in history is looking not just possible, but increasingly probable. US data is coming in stronger and global demand is generally...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-feb-2024

  • Harnessing Change-Monthly Insights: Asian Equity (October 2024)

    SHARE THIS During the first Trump presidency, China outperformed the S&P 500 and all the perceived beneficiaries of "China Plus One". While history may not be repeated, it is clear that China's domestic policy and market environment will become...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-october-2024

  • Five Innovation Platforms Investors Shouldn’t Miss in 2019

    SHARE THIS During the fourth quarter, the MSCI World Index, S&P 500 and NASDAQ posted their weakest results since late 2008, pushing valuations to their lowest levels since 2014.

    https://www.nikkoam.co.nz/sp/ark/five-innovation-platforms-investors-shouldnt-miss-in-2019

  • Our Company

    SHARE THIS Nikko Asset Management History Leadership Awards Global Offices We actively manage over NZD$ billion* of investments. We manage domestic assets through our Auckland-based investment teams and employ carefully selected offshore managers to...

    https://www.nikkoam.co.nz/about-us/our-company

  • Global equity outlook 2025

    SHARE THIS Throughout history, equity investors have benefitted from maintaining a long-term view and an optimistic outlook on humanity's ability to prevail in the face of adversity. This might once again be the case, meaning that the biggest risk...

    https://www.nikkoam.co.nz/articles/2024/global-equity-outlook-2025

  • 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

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2024

    SHARE THIS Improving economic dynamics defy conventional logic of what one would expect from one of the most aggressive tightening cycles in history. However, if one considers the magnitude of the 2020 expansion in money supply, there is still...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-march-2024

  • Japan’s pivotal improvement in risk premium

    SHARE THIS Japan’s long history of undercompensating equity investors, a legacy of deflation, is coming to an end with its risk premium now achieving parity with that of the US. This historic shift is being driven by rising dividend payouts ratios,...

    https://www.nikkoam.co.nz/articles/2024/japans-pivotal-improvement-in-risk-premium-2024

  • Change as the only constant: investing in a world in transition

    SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...

    https://www.nikkoam.co.nz/articles/2024/change-as-the-only-constant-2024

  • Global Equity 2019 LP

    SHARE THIS Menu Your goals, our commitment. Future Quality Team Process Insights Downloads Contact Global Equity Future Quality: Attain and sustain high returns on investment Driven by a passion for uncovering Future Quality investments, we build...

    https://www.nikkoam.co.nz/sp/global-equity

  • Global Investment Committee Outlook: Continue risk-positive

    SHARE THIS A large majority of our members agreed on a positive scenario in which the global economy mildly outperforms market consensus, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-continue-risk-positive

  • Core markets fixed income quarterly

    SHARE THIS The striking 52% year-on-year surge in prices of second-hand US vehicles has, as expected, caught market attention, with global chip shortages often blamed for the disruption in the market for used cars. Behind the scenes, however, stands...

    https://www.nikkoam.co.nz/articles/2021/core-markets-fixed-income-quarterly-q2

  • Future Quality Insights - June 2021

    SHARE THIS Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2106

  • Balancing Act-Monthly insights: Multi-Asset Team-April 2022

    SHARE THIS Relief rallies are always encouraging but do not necessarily portray parting clouds for a return to “normal” market conditions. The market is still digesting a rather dizzying array of challenging dynamics that have unfolded quickly over the...

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

  • Balancing Act-Monthly insights: Multi-Asset Team-June 2023

    SHARE THIS The divergence in growth outlook reflected in equities continues to widen, as secular growth in the form of tech and artificial intelligence (AI) developments appears to have the upper hand in determining the overall market direction. This...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-june-2023

  • Balancing Act-Monthly insights: Multi-Asset Team-July 2023

    SHARE THIS While market positioning has shifted towards a more constructive outlook, the macroeconomic mood has not. Rather, persistent upside pressures in equity markets have forced investors back into the market so they do not fall too far behind...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-jul-2023

  • Corporate governance reform points to opportunities ahead in Japan equities

    SHARE THIS Japan may not be known for quick, sweeping reforms. However, developments in the country’s corporate governance over the last 10 years suggest that once changes are set in motion, they can have a deep and lasting impact, raising the value of...

    https://www.nikkoam.co.nz/articles/2023/corporate-governance-reform-points

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