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  • Multi-asset Monthly - August 2021

    SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.

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

  • Asian Equity Monthly - July 2021

    SHARE THIS Asian stocks suffered losses in July, weighed down by the selloff in Chinese equities following Beijing’s regulatory crackdown on the private tutoring and technology-related sectors.

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

  • Future Quality Insights - August 2021

    SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2108

  • Japan’s structural reform to benefit investors

    SHARE THIS The three Japan-related news topics that have overwhelmingly dominated the attention of Western media so far this year are COVID-19 (by far), the Tokyo Olympics and the showdown at Toshiba.

    https://www.nikkoam.co.nz/articles/2021/japan_structural_reform_benefit_investors

  • Are Central Banks Tightening into a Slowdown?

    SHARE THIS There has been a marked inflation of money balances in the USA and of course elsewhere within the global economy over the last 18 months that has led to a generalized inflation of household balance sheets – nominal expenditure, financial...

    https://www.nikkoam.co.nz/articles/are-central-banks-tightening-into-a-slowdown

  • Japan’s “Show Me the Money” Corporate Governance: 2Q Positive Profit Surprise

    SHARE THIS The just released 2Q CY21 data on aggregate corporate profits in Japan was surprisingly positive, as the overall corporate recurring pre-tax profit margin surged relatively near its record high in the 3Q CY18.

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance

  • Japan Value Insights

    SHARE THIS Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.

    https://www.nikkoam.co.nz/articles/2021/japan-value-2109

  • Japan Equity Monthly - August 2021

    SHARE THIS The news of Prime Minister Suga’s impending resignation triggered a rally in Japanese equities this week, with the market hoping that a new administration will bring the COVID-19 outbreak under control and hasten the normalisation of the...

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

  • Asian Equity Monthly - August 2021

    SHARE THIS Asian stocks gained in August. While concerns about the spread of the Delta variant weighed on markets at the beginning of the month, the US Federal Reserve (Fed)’s dovish commentary and a rebound in the battered Chinese technology (tech)...

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

  • New Zealand Equity Monthly – August 2021

    SHARE THIS With the reporting season in full swing, this month we turn our attention to New Zealand’s corporate results and announcements. In particular we focus on the COVID-19 pandemic and its effect on such results and highlight how changing...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-august-21

  • New Zealand Fixed Income Monthly - August 2021

    SHARE THIS The detection of New Zealand’s first COVID-19 Delta variant infections and the subsequent decision by the Reserve Bank of New Zealand (RBNZ) to postpone a widely expected rate hike muddied the country’s outlook in August. The economy was...

    https://www.nikkoam.co.nz/articles/2021/nz-fixed-income-monthly-august-21

  • Staying adaptive to an evolving recovery

    SHARE THIS The world is settling into a new normal that is likely to look quite different from pre-COVID-19 norms. This includes different patterns of demand shaped by learning to live with the virus and an ongoing fiscal thrust with firm policy...

    https://www.nikkoam.co.nz/articles/2021/staying-adaptive-evolving-recovery

  • Asian Fixed Income Monthly - August 2021

    SHARE THIS US Treasury (UST) yields rose in August, prompted by data showing stronger-than-expected US employment growth. The rise in rates was supported by hawkish comments from some US Federal Reserve (Fed) officials.

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-august-21

  • Multi-asset Monthly - September 2021

    SHARE THIS As we contemplate a post-pandemic world, it is becoming more likely that things will not return to “normal” as we once knew it. While vaccines have been highly successful in preventing serious illness in those who are still contracting the...

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

  • Latin America: Supplier to a commodity-hungry world

    SHARE THIS Inflation is on everyone’s mind. From central bankers to bakers, it is one of the biggest topics of discussion. The prices of many commodities are rising sharply. The reasons vary. Supply constraints, sharp rise in demand or bad weather—take...

    https://www.nikkoam.co.nz/articles/2021/latin-america-supplier-commodity-hungry-world

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2110

  • What can investors expect from a Kishida government?

    SHARE THIS As expected by most observers, Mr. Kishida won the Liberal Democratic Party presidential election in the second round with a sturdy, though not overwhelming, 60% of the vote. He will be formally named prime minister next week and will likely...

    https://www.nikkoam.co.nz/articles/2021/investors-expects-kishida-government

  • Evergrande – China’s Mieno Moment, or it’s Bear Stearns?

    SHARE THIS During the late 1980s, at the height of the Bubble Economy, and at a time during which seemingly everyone wanted to emulate the Japanese economic model, we were lucky enough to have high level access to the Bank of Japan.

    https://www.nikkoam.co.nz/articles/evergrande-–-china’s-mieno-moment,-or-it’s-bear-stearns

  • Do hedge fund strategies have a place in KiwiSaver?

    SHARE THIS The short answer is: it depends on the hedge fund you are looking at, and how they’re implemented to a wider KiwiSaver portfolio.

    https://www.nikkoam.co.nz/articles/do-hedge-fund-strategies-have-a-place-in-kiwisaver

  • Solving the Downsides to Hedge Funds

    SHARE THIS It is well known that issues of fees, complexity and illiquidity are reasons often used to dismiss investment portfolios that include hedge fund strategies.

    https://www.nikkoam.co.nz/articles/solving-the-downsides-to-hedge-funds

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