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  • What Next for Bonds?

    SHARE THIS The rise that has occurred within longer term bond yields over recent weeks has certainly been “enthusiastic”, and we suspect that many view the move as being no more than a belated / overdue reaction to the higher rates of inflation within...

    https://www.nikkoam.co.nz/articles/2022/what-next-for-bonds

  • Despite fearmongering on demographics, Japan’s business has soared

    SHARE THIS Pundits need to be careful about scaring people regarding Japan and, thus, harming its economic future. This is especially true regarding recent high profile, wildly exaggerated tweets about demographics, a decades-old theme; clearly, this...

    https://www.nikkoam.co.nz/articles/2022/despite-fearmongering-demographics-japan

  • New Zealand Equity Monthly – April 2022

    SHARE THIS This month we turn our focus to developments in China and their impact on New Zealand companies. New Zealand’s trade with China expanded by 22% in 2021 despite COVID-19 having an impact throughout the year. This highlights the incredible...

    https://www.nikkoam.co.nz/articles/2022/new-zealand-equity-monthly-april-2022

  • New Zealand Fixed Income Monthly – April 2022

    SHARE THIS It has still been a tough year so far for New Zealand bonds amid pressure from inflation. That said, the market in New Zealand has been an outperformer among global peers since the beginning of 2022.

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-april-22

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2022

    SHARE THIS Asian markets were downcast in April as investors were concerned about inflation and the likelihood of a larger-than-expected rate hike by the US Federal Reserve. For the month, the MSCI AC Asia ex Japan Index fell by 5.2% in US dollar (USD)...

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-April 2022

    SHARE THIS Increasing energy and food prices were the main factors that pushed most regional headline CPI prints higher in March. The Monetary Authority of Singapore aggressively tightened FX policy while China stepped up both monetary and fiscal...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-april-22

  • Balancing Act-Monthly insights: Multi-Asset Team-May 2022

    SHARE THIS The outlook is increasingly clouded as markets come to terms with a Fed that may do “whatever it takes” to contain inflation. Given that current inflationary pressures appear to be mainly driven by supply-side constraints and rising energy...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-team-may-2022

  • Harnessing Change: An investment philosophy for Asia

    SHARE THIS Change is both more prevalent and significant in Asian markets. We believe that seeking to understand it is essential to deliver sustainable returns.

    https://www.nikkoam.co.nz/articles/2022/harvesting-growth-may-22

  • Future Quality Insights – June 2022 - Revolutions and war: The start of an energy broadband boom

    SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2206

  • Japan’s “show me the money” corporate governance: 1Q record high

    SHARE THIS The just-released 1Q CY22 data on aggregate corporate profits in Japan was positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average. Both the non-financial service and manufacturing...

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-1q

  • A More Uncertain Future than the Hawks Realize

    SHARE THIS Since the Pandemic first unfolded, it has generally paid to invest and act according to what the Federal Reserve Chairman said was going to happen, rather than what did in fact happen. The obvious example being last year, when the Fed told...

    https://www.nikkoam.co.nz/articles/2022/a-more-uncertain-future-than-the-hawks-realize

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-May 2022

    SHARE THIS Asian equity markets rose marginally in May, boosted by Shanghai’s plan to lift COVID-19 restrictions, even as the US Federal Reserve raised its benchmark overnight interest rate by 50 basis points. For the month, the MSCI AC Asia ex Japan...

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

  • Navigating Japan Equities: Monthly Insights from Tokyo (June 2022)

    SHARE THIS This month we explain why losses by Japanese equities so far in 2022 have been limited relative to their peers; we also assess the positive impact a return of inbound tourism could have on Japan’s economy and markets.

    https://www.nikkoam.co.nz/articles/2022/navigating-japan-equities-monthly-insight-june-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-May 2022

    SHARE THIS We prefer Malaysian bonds, as we are of the view that inflation will be relatively better contained in Malaysia. We are keeping a neutral view on duration for low-yielding regions and countries such as Hong Kong, Singapore and Thailand. On...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-may-22

  • New Zealand Fixed Income Monthly – May 2022

    SHARE THIS The beleaguered New Zealand bond market received some respite in May, while the Reserve Bank of New Zealand raised the Official Cash Rate by 50 basis points to 2%, with the market pricing in the central bank hiking rates again in July and...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-may-2022

  • New Zealand Equity Monthly – May 2022

    SHARE THIS Recent results in the New Zealand retirement sector have been strong almost across the board, with operators of retirement villages posting high sales of both new stock and existing units. Independent valuations of retirement village assets...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-may-22

  • Japan’s “new form of capitalism” in review

    SHARE THIS We review the “new form of capitalism”, a government plan to boost economic growth initiated by Japanese Prime Minister Fumio Kishida, who is enjoying a high public approval rating ahead of a closely watched upper house election.

    https://www.nikkoam.co.nz/articles/2022/japans-new-from-capitalism-review

  • Featured Article (Pride Month 2022)

    SHARE THIS Nikko AM celebrates Pride Month Read our colleagues’ comments on Pride Month.

    https://www.nikkoam.co.nz/articles/featured-article-10

  • Featured Article (Pride Month 2023)

    SHARE THIS Nikko AM celebrates Pride Month Read our colleagues’ comments on Pride Month.

    https://www.nikkoam.co.nz/articles/2023/featured-article-11

  • Balancing Act-Monthly insights: Multi-Asset Team-June 2022

    SHARE THIS Defined as negative growth for two consecutive quarters, a recession is certainly in the realm of possibilities (if not probable). However, it may be more a reflection of continued extreme economic volatility following the COVID-19 pandemic,...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-team-june-2022

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