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  • The Reluctant Fed

    SHARE THIS Although the late 1980s’ “Lawson Boom” in the UK was an interesting first real-time introduction to a credit boom, the author’s first authentic experience of the “madness” that can accompany a credit boom was centred on Japan in 1988 and...

    https://www.nikkoam.co.nz/articles/2021/the-reluctant-fed

  • Japan’s “Show Me the Money” Corporate Governance: 3Q Record High

    SHARE THIS The just released 3Q CY21 data on aggregate corporate profits in Japan was very positive, as although for the single quarter, the overall corporate recurring pre-tax profit margin declined from the 2Q, as it does routinely for this...

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance-3q

  • Future Quality Insights - December 2021 - A trip to Lisbon

    SHARE THIS Just a few weeks ago I attended my first in-person conference since 2019. Over 40,000 people descended upon Lisbon for Web Summit, one of the world’s largest technology conferences. The event brings together CEO’s and founders of established...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2112

  • Navigating Japan Equities: Monthly Insights from Tokyo (December 2021)

    SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...

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

  • Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

    SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2112

  • 2022 Global Fixed Income Outlook

    SHARE THIS We present our 2022 outlook for core markets, emerging markets and global credit.

    https://www.nikkoam.co.nz/articles/2022/global-fixed-income-outlook-2022

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2021

    SHARE THIS Asian stocks fell in November on concerns that the spread of the new Omicron COVID-19 variant could derail global reopening plans and delay economic recoveries.

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

  • 2022 Asian Credit Outlook: Growth momentum seen reviving

    SHARE THIS The macro backdrop and robust corporate credit fundamentals remain supportive of Asia credit spreads. As such, we expect growth momentum of many Asian economies to gather pace heading into 2022. Overall corporate credit fundamentals are...

    https://www.nikkoam.co.nz/articles/2022/asian-credit-outlook-2022

  • 2022 Asian Fixed Income and FX Outlook: Regional recovery expected

    SHARE THIS The economic recovery in Asia ex-China is likely to improve significantly in 2022 as regulations are eased, borders are reopened and vaccination rates increase. We anticipate these developments to boost private sector confidence, providing...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-and-fx-outlook-2022

  • 2022 China Equity Outlook: Focusing on new market leaders

    SHARE THIS Amid a flurry of headlines, investors may have largely overlooked the significant number of recent positive developments in China, such as initiatives directed towards ambitious renewables targets, the continued opening up of the financial...

    https://www.nikkoam.co.nz/articles/2022/china-equity-outlook-2022

  • 2022 Singapore Equity Outlook: Focusing on sustainable growth

    SHARE THIS The Singapore economy is on a road to recovery. Although the economy has already rebounded sharply in 2021, we expect the recovery theme to remain intact and continue supporting the Singapore economy in 2022. We see a broadening of growth...

    https://www.nikkoam.co.nz/articles/2022/singapore-equity-outlook-2022

  • 2022 Japan Equity Outlook: ESG to bring Japan to the fore

    SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...

    https://www.nikkoam.co.nz/articles/2022/japan-equity-outlook-2022

  • 2022 Global Equity Outlook: Disruption sharpens the focus on Future Quality

    SHARE THIS The initial discovery of the Omicron variant was met with fairly sensational reporting by some of the world’s media and this fed through quickly into investor sentiment. It is probably true, however, that even if Omicron had not surfaced it...

    https://www.nikkoam.co.nz/articles/2022/global-equity-outlook-2022

  • Global Investment Committee's 2022 Outlook: Positive for risk assets

    SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...

    https://www.nikkoam.co.nz/articles/2022/global-strategy-outlook-2022

  • 2022 Asian Equity Outlook: Well positioned to navigate tightening

    SHARE THIS We believe that Asian economies are well positioned to navigate monetary tightening in the US. Government finances are healthier, as are corporate balance sheets. Most Asian economies are digitising faster than their western peers, while...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-outlook-2022

  • 2022 Global Multi Asset Outlook: Gauging long-term growth prospects

    SHARE THIS We maintain a constructive view of risk assets but are cognizant that the path toward realising gains will be more delicate as we traverse the course of the Fed and other central banks removing their easy policies.

    https://www.nikkoam.co.nz/articles/2022/global-multi-asset-outlook-2022

  • Balancing Act-Monthly insights: Multi-Asset Team-December 2021

    SHARE THIS The global outlook still looks positive, but less is known about the potential impact of the latest variant of the COVID-19 virus, Omicron—particularly in light of the fast government response to add restrictions on travel and, in some...

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

  • New Zealand Equity Monthly – November 2021

    SHARE THIS COP26 included a pledge by New Zealand and 100 other countries to achieve 30% cuts in methane emissions by 2030. Similar progress is being seen in the area of corporate disclosure as New Zealand is set to have its first climate-related...

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2021

    SHARE THIS Following the emergence of the new Omicron COVID-19 variant and with the World Health Organization declaring its concern, we hold a neutral view on duration in the near term and a slightly cautious stance on Asia currencies.

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

  • New Zealand Fixed Income Monthly - November 2021

    SHARE THIS New Zealand faces the same kind of uncertainties other countries are confronting due to the global pandemic. But New Zealand, in some ways, has been in the vanguard of recovery from the COVID-19 outbreak.

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

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