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  • New Zealand Fixed Income Monthly - September 2021

    SHARE THIS Since the Reserve Bank of New Zealand (RBNZ) postponed a widely expected rate hike in August, pricing in the market has pulled back, supporting a view that the central bank will hike rates by 25 basis points (bps) at each of its next three...

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

  • Japan Equity Monthly - September 2021

    SHARE THIS We provide an update of Japan’s political calendar as the new Prime Minister Kishida leads the ruling party into a 31 October general election, which could have a significant market impact. We also discuss what the recent China-related...

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

  • New Zealand Equity Monthly – September 2021

    SHARE THIS The equity market reaction to New Zealand’s second COVID-19 lockdown has been far more muted than the first time similar restrictions were imposed. The first lockdown from March 2020 caused an aggressive sell-off as investors and companies...

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

  • Asian Equity Monthly - September 2021

    SHARE THIS Asian stocks fell in September, with concerns about China’s growth outlook and the US Federal Reserve (Fed)’s taper plan being the key drivers of sentiment. For the month, the MSCI AC Asia ex Japan Index declined by 4.2% in US dollar (USD)...

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

  • Multi-asset Monthly - October 2021

    SHARE THIS Volatility has arisen as we expected it eventually would, and September is often an apt month to rediscover risk given market participants’ return from summer vacations noting that record high equity markets do not quite square with a number...

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

  • freedom fund

    SHARE THIS Nikko AM Freedom Fund The most rewarding returns you'll ever get

    https://www.nikkoam.co.nz/articles/featured-article-5

  • Asian Fixed Income Monthly - September 2021

    SHARE THIS US Treasury (UST) yields rose in September, with the US Federal Open Market Committee finally alluding to moderate its asset purchases as soon as November. The rise in rates was further supported by an escalating power crunch across Europe...

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

  • Global Equity Quarterly Q3 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-q3

  • Bygones are Bygones – Don’t Look Back in Anger

    SHARE THIS Although it is often overlooked (perhaps because it is yet another rather inconvenient truth), the simple fact is that the COVID-19 Pandemic and the various Supply Chain Disruptions that have followed it has made most of us poorer.

    https://www.nikkoam.co.nz/articles/2021/bygones-are-bygones-–-don’t-look-back-in-anger

  • Japan Equity Monthly – October 2021

    SHARE THIS We explain how the recent lower house election win gives Japan’s new prime minister a free hand to pursue policies aimed to help the economy recover from COVID-19. We also analyse why a weaker yen no longer provides as much of a boost to...

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

  • New Zealand Equity Monthly – October 2021

    SHARE THIS The New Zealand stock market has been flat in the calendar year to date, with companies working to adapt to a number of risk factors. This puts it in stark contrast with markets in the rest of the developed world, which have seen gains...

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

  • Japan Value Insights: Medical technology key to value and addressing inefficiencies

    SHARE THIS Japan’s rapidly advancing medical technology is viewed as a way to address the healthcare sector’s inefficiencies while at the same time offering potential value opportunities.

    https://www.nikkoam.co.nz/articles/2021/japan-value-2111

  • New Zealand Fixed Income Monthly - October 2021

    SHARE THIS October was a tough month for the New Zealand bond market with yields rising in anticipation of further increases in cash rates and in response to global markets bracing for the possibility of central banks reducing stimulus by tapering bond...

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

  • Global Fixed Income Quarterly - Q4 2021 Outlook

    SHARE THIS The optimist says prices are cheap. The pessimist says prices are expensive. The central banker says inflation is transitory. We remain in the aftermath of a month where the worldview on the future of monetary policy has dramatically changed.

    https://www.nikkoam.co.nz/articles/2021/global-fixed-income-quarterly-outlook-2111

  • Balancing Act: Monthly insights from the Global Multi-Asset Team-November 2021

    SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...

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

  • On the ground in Asia: Monthly insights from the Asian Fixed Income Team-October 2021

    SHARE THIS We expect Indonesian bonds to outperform, as demand is supported by positive supply technicals. Meanwhile, we see bonds of low-yielding countries like Singapore, South Korea and Thailand prone to bear flattening, driven mainly by UST...

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

  • Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021

    SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...

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

  • China: Regulate in order to innovate

    SHARE THIS Every few years, concerns emerge over whether China is investable. We are currently witnessing the latest round of this cycle amid China’s drive to regulate. However, investing in China during such moments of doubt has reaped substantial...

    https://www.nikkoam.co.nz/articles/2021/china-regulate-in-order-to-innovate

  • The secret to onto it investing is out!

    SHARE THIS See how much your KiwiSaver investment could be worth in the future. Join or transfer to the Nikko AM KiwiSaver Scheme, join before 31 January 2024 to receive a $100 boost into your KiwiSaver account. Find out more here.

    https://www.nikkoam.co.nz/articles/featured-article-7

  • Why Japan’s CPI remains low when other economies grapple with inflation

    SHARE THIS As the global economy takes steps to recover from the pandemic, prices have steadily risen around the world. Japan, however, remains an exception among the major economies. The country’s headline CPI did tick up in October, but at a very...

    https://www.nikkoam.co.nz/articles/2021/japan-cpi-remains-low

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