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  • 2021 Core Markets Fixed Income Outlook

    SHARE THIS As European Commission President Ursla von der Leyen announced the free trade agreement with the UK and the EU, she quoted T.S. Eliot: “What we call the beginning is often the end. And to make an end is to make a beginning. The end is where...

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

  • Global Strategy Thoughts for 2021

    SHARE THIS US capitalism was built on large societal divisions, but sometimes such becomes intolerable and the majority of the population revolts. In this case, the virus accentuated the income divide and engendered even greater angst. However, during...

    https://www.nikkoam.co.nz/articles/2021/global-strategy-thoughts-2021

  • Japan Equity Monthly - December 2020

    SHARE THIS We look into the potential economic impact of Japan’s attempt to become carbon neutral. We also analyse why Japan’s fiscal condition draws little attention although the country is on course to spend a record amount in its upcoming budget.

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

  • Asian Fixed Income Monthly - December 2020

    SHARE THIS The US Treasury (UST) yield curve steepened slightly in December. The UST 10-year bond yield rose 7.5 basis points (bps) to 0.915%, while the 2-year bond yield fell by 2.7 bps to 0.122%. Concerns in the month revolved around rising COVID-19...

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

  • Asian equity monthly – December 2020

    SHARE THIS Asian stocks turned in solid gains in December, buoyed by optimism about a vaccine-led global economic rebound, fresh US fiscal stimulus and robust economic data from China. The MSCI AC Asia ex Japan Index rose 6.8% in US dollar (USD) terms...

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

  • Multi-asset monthly - January 2021

    SHARE THIS 2020 will undoubtedly be remembered as the year of the pandemic. While in financial market terms it is now tempting to think of COVID-19 as old news, the virus still presents substantial risks to the economic outlook.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-january-2021

  • Australian equity monthly - December 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.2% during the month. Australian equities lagged key offshore markets during the month. Despite COVID-19 cases rising exponentially in the US and Europe, the start of the vaccine roll-out and...

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

  • Australian Fixed Income Monthly – December 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.27% over the month. The yield curve steepened as 3-year government bond yields ended the month flat at 0.11%, while 10-year government bond...

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

  • 2021 New Zealand Equities Outlook

    SHARE THIS Worldwide, 2020 was unequivocally dreadful; a year of loss, pain, anxiety and separation that found no worthy adversary in technology or social privilege.

    https://www.nikkoam.co.nz/articles/2021/new-zealand-equities-outlook-2021

  • Deficits Don’t Matter – At Least Until They Do……

    SHARE THIS During the 1980s, the favourite worry for most economists – or Cassandras - was always deficits, be they fiscal or current account deficits (and the USA of course had both throughout the 1980s).

    https://www.nikkoam.co.nz/articles/2021/at-least-until-they-do

  • Global Equity Quarterly Q4 2020

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q4-global

  • Australian equity monthly - January 2021

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 0.3% during the month. Australian equities outperformed most key offshore markets during the month as equity markets saw a pull-back late in the month. COVID-19 cases passed the 100 million mark...

    https://www.nikkoam.co.nz/articles/2021/australian-equities-monthly-january-2021

  • Australian Fixed Income Monthly – January 2021

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.42% over the month. The yield curve steepened as 3-year government bond yields ended the month flat at 0.11%, while 10-year government bond...

    https://www.nikkoam.co.nz/articles/2021/australian-fixed-income-monthly-january-2021

  • Japan Equity Monthly - January 2021

    SHARE THIS We discuss Japan’s robust manufacturing sector and why it is not about reclaiming the past; we also take a look at the BOJ’s ETF purchases amid the current rally by equities.

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-january-2021

  • Ample upside room for slow recovering J-REITs

    SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...

    https://www.nikkoam.co.nz/articles/2021/ample-upside-room

  • Asian Fixed Income Monthly - January 2021

    SHARE THIS The US Treasury (UST) yield curve steepened in January. The prospect of increased federal spending in the US prompted a sharp upward move in UST yields at the start of the year.

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-january-2021

  • Asian equity monthly – January 2021

    SHARE THIS Asian stocks brushed aside uncertainties posed by new COVID-19 variants and climbed higher in January. The MSCI AC Asia ex Japan Index rose 4.1% in US dollar (USD) terms over the month.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-january-2021

  • Multi-asset monthly - February 2021

    SHARE THIS Markets have become choppy, particularly toward month-end, and we expect more of the same given the nearly unrelenting strong run in risk assets since late March 2020 that gained fresh momentum early in November following the US elections.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-february-2021

  • Meditation for investment professionals

    SHARE THIS The investment industry is constantly searching for ways to improve its decision-making processes. Some firms increase their research teams while others move into quantitative fields such as machine learning. Amid this constant search, we...

    https://www.nikkoam.co.nz/articles/2021/meditation-for-investment-professionals

  • Future Quality Insights - March 2021

    SHARE THIS The introduction of the EU’s Sustainable Finance Disclosure Regulation in March 2021 will see significant changes to the way asset management is conducted. It includes new disclosure requirements for investment firms to address...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-global-q4

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