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  • 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

  • Future Quality Insights: pandemic memories and ongoing impact on companies

    SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2412

  • New Zealand Equity Monthly (January 2025)

    SHARE THIS The New Zealand equity market paused for breath and dipped in January after posting significant gains towards the end of 2024. Some of the market’s decline reflected a dent in enthusiasm for consumer-facing and cyclical stocks. Global market...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-january-2025

  • Trust. Will the Old World Survive the New Regimes?

    SHARE THIS The focus in the media and amongst most analysts has centred around tariffs and a possible fiscal tightening in the USA – although we would argue that on a cash basis the latter is already happening quite aggressively. In some cases, it...

    https://www.nikkoam.co.nz/articles/2025/trust-will-the-old-world-survive-the-new-regimes

  • Code of Ethics

    SHARE THIS I. Purpose and Scope A. Purpose Nikko Asset Management is committed to upholding the highest standards of business ethics and conduct. We are proud of this commitment and consider it fundamental to earning and maintaining the trust of our...

    https://www.nikkoam.co.nz/code-of-ethics

  • China Equity - Global Leadership

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    https://www.nikkoam.co.nz/sp/china-equity/why-now-global-leadership

  • Disruptive Innovation: Investing outside the box

    SHARE THIS Part 1: Why invest in disruptive innovation?

    https://www.nikkoam.co.nz/articles/2018/08/disruptive-innovation-investing-outside-the-box-part-one

  • Australian equity monthly - October 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.9% during the month. Australian equities were supported by the release of the Federal Budget early in the month which saw increased spending and tax cuts to aid the economy as it recovers.

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

  • US presidential election – Nikko AM’s views

    SHARE THIS In order to gain a range of perspectives on the US presidential election, Nikko Asset Management has gathered the views of the following experts and investment teams, representing many of our major asset classes and geographical regions.

    https://www.nikkoam.co.nz/articles/2020/us-presidential-election

  • Australian Fixed Income Monthly – September 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned 1.08% over the month.

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

  • 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

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