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  • Japan Equity Monthly - February 2021

    SHARE THIS We assess the factors that enabled the Nikkei to rise above the 30,000 threshold for the first time since 1990; we also view the recent Robinhood frenzy from a Japanese market perspective.

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

  • Australian equity monthly - February 2021

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...

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

  • Australian Fixed Income Monthly – February 2021

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -3.58% over the month. The yield curve steepened dramatically as 3-year government bond yields ended the month 1 basis point (bp) higher at...

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

  • Credit spreads explained: The devil is in the details

    SHARE THIS For corporate bond investors one of the most important points of discussion is spreads. Spreads are the industry term for the risk premium an investor aims to earn in the corporate bond market. It is the difference between the yield a bond...

    https://www.nikkoam.co.nz/articles/2021/credit-spreads-explained

  • Asian Fixed Income Monthly - February 2021

    SHARE THIS The potential return of long-muted inflation sparked a meaningful jump in US Treasury (UST) yields in February. Fears of rising price pressures were prompted by the combination of robust domestic data, positive development on the COVID-19...

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

  • Asian equity monthly – February 2021

    SHARE THIS Asian stocks gained in February as investors upheld optimism about a vaccine-led regional economic recovery. The MSCI AC Asia ex Japan Index rose 1.2% in US dollar (USD) terms over the month.

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

  • Multi-asset monthly - March 2021

    SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.

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

  • Japan equities poised for further gains along with a turnaround for value

    SHARE THIS In February 2021, Japan’s Nikkei Stock Average reached JPY 30,000 for the first time in over three decades. We believe that equities will keep rising, and that amid this shift in the broader market Japanese value stocks are on the cusp of a...

    https://www.nikkoam.co.nz/articles/2021/japan-equities-poised-for-further-gains-along-with-a-turnaround-for-value

  • Can the Rest of the World Afford Higher US Inflation?

    SHARE THIS There is a relatively simple narrative dominating markets at present, namely that the US economic recovery will accelerate as the latest stimulus measures are enacted, the output gap will close (if you believe it is negative – or it will...

    https://www.nikkoam.co.nz/articles/2021/can-the-rest-of-the-world-afford-higher-us-inflation

  • 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

  • Japan Equity Monthly - March 2021

    SHARE THIS We provide our view on the Bank of Japan’s latest policy review, under which the central bank decided to allow long-term rates to fluctuate in a wider band and removed its annual target for ETF purchases. We also assess the barring of...

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

  • Time to revisit China sovereigns and policy bank bonds

    SHARE THIS Following a tumultuous 2020 marked by the COVID-19 pandemic, global growth in 2021 is expected to improve on the back of positive vaccine developments and continued government measures. However, the pace of recovery is likely to be uneven...

    https://www.nikkoam.co.nz/articles/2021/time-to-revisit-china-sovereigns-and-policy-bank-bonds

  • Palm oil investing through an ESG lens

    SHARE THIS Does investing in palm oil companies pose a controversy or present an opportunity? Here is a deep-dive analysis of the palm oil sector and the material ESG issues facing it. All in all, we believe that positive ESG changes represent a strong...

    https://www.nikkoam.co.nz/articles/2021/palm-oil-investing-through-an-esg-lens

  • Asian equity monthly – March 2021

    SHARE THIS Asian stocks succumbed to profit-taking in March as hopes over a vaccine-led regional economic recovery were overshadowed by persistent reflationary concerns and rising global bond yields. The MSCI AC Asia ex Japan Index fell by 2.5% in US...

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

  • Asian Fixed Income Monthly - March 2021

    SHARE THIS The UST yield curve steepened further in March as stronger-than-expected domestic economic data prints, passage of the US dollar (USD) 1.9 trillion stimulus package and a ramp-up in the rate of US vaccinations amid slowing daily infection...

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

  • Multi-asset monthly - April 2021

    SHARE THIS As reflationary dynamics gain support from refreshed stimulus in the US and a largely successful vaccine rollout with returning growth already to show for it, the reflation trade appears a bit exhausted as measured by market action. However,...

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

  • Global credit quarterly

    SHARE THIS The global credit market saw a positive start into the year in Q12021 as spreads continued to tighten. However, total returns were negatively impacted by the global move toward higher rates. At the beginning of 2021, cyclical sectors came...

    https://www.nikkoam.co.nz/articles/2021/global-credit-quarterly-q2

  • It’s Different This Time: Inflation Versus Deflation, Credit versus Money

    SHARE THIS It may not be quite as profound as the eternal “chicken and the egg question” but nevertheless we suspect that deep in the bowels of some academic institutions, aging economists are still debating which came first, money or credit? Did the...

    https://www.nikkoam.co.nz/articles/2021/its-different-this-time

  • Emerging market fixed income quarterly

    SHARE THIS Emerging Markets (EM) debt began 2021 by consolidating after an exceptional performance at the end of 2020. The negative performance was mostly driven by a widening of US Treasury yields while spreads remained broadly unchanged.

    https://www.nikkoam.co.nz/articles/2021/emerging-market-fixed-income-quarterly-q2

  • Global Equity Quarterly Q1 2021

    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. ESG considerations are integral to Future Quality investing as...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q1-global

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