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  • 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

  • Japan transitioning from cyclical reflation to structural recovery for balanced growth

    SHARE THIS We explain how reflationary dynamics underpin the foundations of Japan’s incipient structural recovery and illustrate why we believe the country’s equity comeback should not be written off as another flash-in-the-pan cyclical upturn headed...

    https://www.nikkoam.co.nz/articles/2024/japan-transitioning-from-cyclical-reflation

  • Why households are key to the next phase of Japan’s “virtuous circle” of reflation

    SHARE THIS Japanese households, long under-invested in financial markets, are expected to play a significant part in the country’s “virtuous circle” of reflation as they seek returns capable of keeping up with inflation.

    https://www.nikkoam.co.nz/articles/2024/why-households-are-key-to-the-next-phase-2024

  • 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

  • Biden – and the Markets’ - Big Gamble?

    SHARE THIS The US and most other authorities’ reaction to the Global Pandemic was to flood the financial system with cash, principally via the act of central banks buying government bonds. The sums involved were massive, in part because the authorities...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/biden-–-and-the-markets’-big-gamble

  • How to wean off a weak yen without fading Japan’s recovery

    SHARE THIS The weak yen has played a key role in Japan’s economic recovery by boosting its corporate profits, gross national income and current account surplus. However, it may be time to consider ways Japan can retain its recovery without help from a...

    https://www.nikkoam.co.nz/articles/2024/how-to-wean-off-a-weak-yen-2024

  • Global Investment Committee review: still positive, with downside risk caveats

    SHARE THIS On 13 August, the Global Investment Committee held an extraordinary session to review the impact of recent volatile market movements. We maintain our central scenario for positive GDP growth in most major economies, although we see...

    https://www.nikkoam.co.nz/articles/2024/gic-review-still-positive-2024

  • Balancing Act-Monthly Insights: Global Multi-Asset (September 2024)

    SHARE THIS For August we maintained our overweight growth position and a neutral position on defensives. Several factors continue to support our optimism towards growth assets, including the first rate cut from the Fed, earnings surprises remaining...

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

  • Global Equity Quarterly (Q2 2024)

    SHARE THIS Perhaps there may be disappointment at the lack of money-spinning applications pertaining to AI which may cause investor sentiment to cool. Nevertheless, the improvements in earnings and cash flow appear sustainable so far and are certainly...

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q2-2024

  • Trump 2.0 and Other Changes

    SHARE THIS France’s Macron became a lame duck President this year. The Tory Party was dumped out of office at the UK general election in favour of a party of relatively inexperienced micro-focussed policymakers who have witnessed a remarkably short...

    https://www.nikkoam.co.nz/articles/2024/trump-2-0-and-other-changes

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