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  • Weekly Market Update

    SHARE THIS Weekly market update from Nikko AM's Domestic Fixed Income and Domestic Equity teams. Friday 22nd May 2020 This week we are joined by Rob Hennin, CEO, nib Insurance Friday 15th May 2020 This week we are joined by Will Low, Investment...

    https://www.nikkoam.co.nz/articles/weekly-market-update

  • Weekly Market Update Library

    SHARE THIS Weekly market update from Nikko AM's Domestic Fixed Income and Domestic Equity teams. Friday 24th April 2020 This week we are joined by Cathie Wood, CEO & CIO of ARK Invest. Friday 17th April 2020 On the call this week, we have Hugh Briscoe....

    https://www.nikkoam.co.nz/articles/weekly-market-update-library

  • Monthly Market Update

    SHARE THIS Monthly market update from Nikko AM's Domestic Fixed Income and Domestic Equity teams. Friday 31st July 2020 This week we are joined by Andrew Hunt, Global Economist. Andrew's presentation is available for download here Read more from...

    https://www.nikkoam.co.nz/articles/monthly-market-update

  • Important Disclaimer Information

    SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...

    https://www.nikkoam.co.nz/articles/important-disclaimer-information

  • COVID-19

    SHARE THIS August 2020 We've implemented specific measures in response to COVID 19, and the impact for Nikko AM NZ. Nikko AM NZ are deemed an essential service. So rest assured we remain open for business, we have robust systems to work remotely and...

    https://www.nikkoam.co.nz/articles/covid-19

  • SugAbe-nomics

    SHARE THIS It does not seem that there are enough differences between Abenomics and the proposed economic policies of likely new Prime Minister Suga to justify the completely new portmanteau “Suganomics,” as a few analysts have suggested.

    https://www.nikkoam.co.nz/articles/2020/sugabe-nomics

  • 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

  • Global Investment Committee Outlook: A new regime ahead

    SHARE THIS Clearly, it remains difficult to predict events in this volatile environment, but in the interest of our clients, we do our best and fortunately this time, we had virtually unanimous agreement on a similar scenario as in June, both...

    https://www.nikkoam.co.nz/articles/2020/global-investment-committee-outlook

  • Japan Equity Monthly - September 2020

    SHARE THIS Yoshihide Suga, Japan’s new prime minister, is widely expected to retain his predecessor’s fiscal and monetary policies known as “Abenomics”.

    https://www.nikkoam.co.nz/articles/2020/japan-equity-monthly-september-2020

  • Internet healthcare - a reset of healthcare delivery in Asia

    SHARE THIS The Covid-19 pandemic has accelerated the adoption of internet-based healthcare services. Growing in importance, penetration and acceptance, telemedicine will revolutionise and augment Asia’s healthcare systems.

    https://www.nikkoam.co.nz/articles/2020/internet-healthcare

  • Maintaining Prosperity During Turmoil

    SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...

    https://www.nikkoam.co.nz/articles/2020/maintaining-prosperity

  • 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

  • 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

  • Asian equity monthly – September 2020

    SHARE THIS After three consecutive months of strong gains, Asian stocks finally succumbed to profit taking in September triggered by concerns that the global recovery from the COVID-19 pandemic could be running out of steam.

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-september-2020

  • The new age of credit research

    SHARE THIS We believe our active approach to credit investing allows us to better serve clients, as indiscriminate waves of downgrades following the turbulence that has rattled global financial markets this year presents us with compelling...

    https://www.nikkoam.co.nz/articles/2020/the-new-age-of-credit-research

  • Multi-asset monthly - October 2020

    SHARE THIS October 2020 Second and third waves of the virus will also slow the recovery. But importantly, mortality rates have been lower, suggesting that the world continues to learn to live with the virus without requiring broad lockdowns.

    https://www.nikkoam.co.nz/articles/2020/multi-asset-october-2020

  • Asian Fixed Income Monthly - September 2020

    SHARE THIS US Treasury (UST) yields traded in a narrow range during the month. Factors such as the second wave of COVID-19 infections in Europe, lingering volatility in US equities and continued lack of consensus on further fiscal support weighed on...

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

  • Adapting to the “new normal”: Japan’s paradox

    SHARE THIS With the global outbreak of COVID-19 in the first half of 2020, the world was turned upside down. Under such circumstances, Japanese companies are now faced with new challenges to adapt to this “new normal”.

    https://www.nikkoam.co.nz/articles/2020/adapting-to-the-new-normal

  • Positioning for reflation

    SHARE THIS Coordinated fiscal and monetary stimulus is likely to support global demand and therefore reflation in the years ahead. We see this opening up broader growth opportunities, and ultimately better scope for portfolio diversification.

    https://www.nikkoam.co.nz/articles/2020/positioning-reflation

  • China’s bond market: a space to watch

    SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...

    https://www.nikkoam.co.nz/articles/2020/china-bond-market

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