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  • How to Pay for the War: Politics & Central Banks

    SHARE THIS The economic costs of the current conflict in Ukraine may pale into insignificance in comparison to the human suffering, but they are not irrelevant to markets. The bottom line is of course that wars make society poorer, as does conflict in...

    https://www.nikkoam.co.nz/articles/how-to-pay-for-the-war-politics-central-banks

  • Global Equity Quarterly (Q1 2022)

    SHARE THIS We are keen to participate in the push towards a less carbon intensive future but want to do so in a balanced fashion, with one eye on the associated risks.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q1

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

    SHARE THIS The outlook is increasingly clouded as markets come to terms with a Fed that may do “whatever it takes” to contain inflation. Given that current inflationary pressures appear to be mainly driven by supply-side constraints and rising energy...

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

  • Riding ASEAN’s growth renaissance: Three high conviction themes

    SHARE THIS Amid today’s incessant chatter of rising inflation and global recession fears, we identify three high conviction themes driving a growth renaissance in ASEAN: electric vehicles (EVs), digitalisation and a revival by the old industrial...

    https://www.nikkoam.co.nz/articles/2022/riding-asean-growth-renaissance-june-2022

  • China - and New Zealand

    SHARE THIS Almost forty years ago, China’s then paramount leader, Deng Xiaoping, decided that his country needed a “Great Leap Forward” in order to catch up with its economic rivals and secure its then fading place within the global system.

    https://www.nikkoam.co.nz/articles/2022/china-and-new-zealand

  • Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound

    SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2210

  • A Round Trip to the Plaza Hotel, and the End of Orthodoxy

    SHARE THIS As the famous 1980s’ bumper sticker (almost) said, “shocks happen”. The global economy / ecosystem is an inherently dynamic entity, constantly changing its shape and composition. Some of these changes will of course favour some economies...

    https://www.nikkoam.co.nz/articles/a-round-trip-to-the-plaza-hotel,-and-the-end-of-orthodoxy

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

    SHARE THIS This month, Fed Chair Powell seemed hellbent on quashing any last hope of a pivot or at least slowing the pace of rate hikes sometime soon. But this crushing blow to hope helped sow the seeds of an eyewatering rally when one inflation print...

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

  • 2023 Global equity outlook

    SHARE THIS Some of the factors that have shaped 2022 look less likely to recur in 2023 (for instance, supply chain duress because of COVID containment) but others will likely last longer (most notably a higher cost of capital). We are cautiously...

    https://www.nikkoam.co.nz/articles/2023/global-equity-outlook-2023

  • Future Quality Insights -January 2023- The path to clean, secure and affordable energy

    SHARE THIS Clean, secure and affordable energy is likely to be one of the major challenges of this decade. Given we need abundant energy to complete the energy transition, we believe fossil fuel companies that are actively enabling transition to low...

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2301

  • A fundamental change for AI?

    SHARE THIS As the exponential growth of machine learning kicks in, we believe that big technology companies with the first mover advantage in AI and high-end manufacturers of AI-focused hardware and microprocessors, notably Asian players, are in a...

    https://www.nikkoam.co.nz/articles/2023/a-fundamental-change-for-ai

  • Capital efficiency initiative in Japan highlights market opportunity

    SHARE THIS Japan’s corporate governance reform started nearly a decade ago is an ongoing process, but it received a boost from the Tokyo Stock Exchange’s latest initiative in January. The latest chapter in corporate governance reform coupled with...

    https://www.nikkoam.co.nz/articles/2023/capital_efficiency_initiative_in_japan_highlights_market_opportunity

  • Asia: A Shortage of Dollars

    SHARE THIS The media is abuzz with stories about the demise of the US Dollar as a reserve currency and the rise of alternatives, such as the proposed new “BRICs” currency. From our perspective, we cannot think of a worse monetary idea than a pan-BRIC...

    https://www.nikkoam.co.nz/articles/2023/asia-a-shortage-of-dollars

  • India’s transformational trends

    SHARE THIS Structural reforms, investments in energy transition, rising consumption and vast improvement in India’s infrastructure, productivity and manufacturing sector are expected to bolster the country’s next phase of economic growth and...

    https://www.nikkoam.co.nz/articles/2023/2309-indias-transformational-trends

  • “Bold and fundamental changes” to Japan’s NISA a positive driver for Japanese equities

    SHARE THIS Changes to Japan’s domestic tax-free savings scheme – the Nippon Individual Savings Account (NISA) –are expected to deliver an increased flow into mutual funds both international and domestic, and attract a younger generation of investors in...

    https://www.nikkoam.co.nz/articles/2023/2310-bold-and-fundamental-changes

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

    SHARE THIS We have held on to our view that the “higher for longer” narrative is not necessarily bad for equities, as robust earnings are supported by a US economy that continues to grow at above-trend rates. However, we are also sympathetic to the...

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

  • Global equity outlook 2024

    SHARE THIS We are heading into a changing world, where the more recent past can no longer be relied on to guide our path forward. But we are not blindfolded. There are tools we can use to provide a greater degree of certainty. Our Future Quality...

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

  • Navigating Japan Equities: Monthly Insights from Tokyo (January 2024)

    SHARE THIS This month we discuss why the equity market is relatively unaffected by the political scandal shaking Japan’s ruling party; we also assess how 2024 could become an inflection point in the country’s “savings to investments” drive.

    https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-january-2024

  • Realigning fixed income with purpose

    SHARE THIS While fixed income issuance has become a standard mechanism for governments and companies to raise finance, it often lacks a defined purpose. However, the growing trend of responsible investing is changing that. The need to tackle our...

    https://www.nikkoam.co.nz/articles/2024/realigning-fixed-income-with-purpose-global

  • The Future Quality approach to navigating the AI arms race

    SHARE THIS The emergence of AI has dramatically shifted the future pathway for the technology sector, and our research has found that this emerging structural trend chimes with our Future Quality principles.

    https://www.nikkoam.co.nz/articles/2024/the-future-quality-approach

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