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  • New Zealand Equity Monthly – September 2022

    SHARE THIS The recent reporting season showed that New Zealand’s “gentailers” (companies that both generate and sell energy) remain committed to developing renewable generation capacity, with five such projects currently under construction. However, a...

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

  • New Zealand Fixed Income Monthly – September 2022

    SHARE THIS Compared to its global peers the New Zealand bond market was stable in September. In the coming months, the New Zealand market is unlikely to see UK levels of volatility; one factor behind the turmoil in the UK, for example, was the...

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

  • Global Equity Quarterly (Q3 2022)

    SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q3-2022

  • The Inelastic Supply Curve

    SHARE THIS We have little (in fact, virtually no) doubt that the opening salvos of the monetary response to the Pandemic were driven by a sense of panic rather than by calculated analysis. The Federal Reserve appeared to be downplaying internally as...

    https://www.nikkoam.co.nz/articles/the-inelastic-supply-curve-2

  • The future looks bright for Asia’s equity markets

    SHARE THIS Asia continues to offer opportunities in terms of attractive companies; on a relative basis, Asian markets look set to outperform as the region becomes an even more important part of the global economy.

    https://www.nikkoam.co.nz/articles/2022/the-future-looks-bright-for-asias-equity-markets

  • The potential implications of China’s 20th Party Congress

    SHARE THIS China’s 20th Party Congress ended on 23 October with President Xi Jinping winning an unprecedented third term as expected. We provide a brief analysis of the Congress and the impact it could have on China’s zero-COVID policy and the capital...

    https://www.nikkoam.co.nz/articles/2022/potential_implications_of_chinas_20th_party_congress

  • Inbound tourism: An immediate boost for Japan

    SHARE THIS As Japanese Prime Minister Fumio Kishida focuses on various economic initiatives to shore up his support ratings, the revival of inbound tourism is seen as a measure that can provide the economy with an immediate boost.

    https://www.nikkoam.co.nz/articles/2022/inbound-tourism-immediate-boost-for-japan

  • Why convexity matters

    SHARE THIS Yields have moved significantly this year, challenging the assumption that the relationship between a bond’s price and yield is linear. We discuss convexity, which measures how sensitive a bond’s duration is to yield changes, and its...

    https://www.nikkoam.co.nz/articles/2022/why-convexity-matters

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

    SHARE THIS We discuss Japan’s recent currency market interventions from an equity market perspective; we also share our thoughts on steadily rising inflation after a surge in the September core CPI.

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

  • New Zealand Fixed Income Monthly – October 2022

    SHARE THIS As in the rest of the world, consumers in New Zealand are facing significant headwinds as the cost of living rises. The consensus was for inflation to decline rapidly after peaking, but the data now show that New Zealand’s inflation is...

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

  • New Zealand Equity Monthly – October 2022

    SHARE THIS A notable feature of global equities this year has been the significant divergence seen among indices. New Zealand’s S&P/NZX 50 Index has provided an example of this by following a different track to the overall global trend so far.

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

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

    SHARE THIS The ASEAN region fared better on the whole in October thanks to gains by the Philippines and Malaysia; Hong Kong and Taiwan stocks were volatile while the China market continued sliding.

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

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

    SHARE THIS We are inclined towards Singapore and South Korean government bonds, given their relatively higher sensitivities to stabilising US Treasury yields. In currencies, we see the Singapore dollar continuing to outperform its regional peers.

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

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

    SHARE THIS This month, Fed Chair Powell seemed hellbent on quashing any last hope of a pivot or at least slowing the pace of rate hikes sometime soon. But this crushing blow to hope helped sow the seeds of an eyewatering rally when one inflation print...

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

  • The case for China bonds

    SHARE THIS China’s bond market is exhibiting low correlation to other asset classes, displaying historically lower volatility, enjoying continued internationalisation of the renminbi and benefitting from the country being included in globally...

    https://www.nikkoam.co.nz/articles/2022/the-case-for-china-bonds

  • Outlook 2024 (featured)

    SHARE THIS Investment Outlook 2024 Find out about our investment teams' outlook across asset classes and geographies

    https://www.nikkoam.co.nz/articles/outlook-2024

  • Outlook 2025 (featured)

    SHARE THIS Investment Outlook 2025 Find out about our investment teams' outlook across asset classes and geographies

    https://www.nikkoam.co.nz/articles/outlook-2025

  • Outlook 2023 (featured)

    SHARE THIS Investment Outlook 2023 A collection of our views on the outlook for the year ahead.

    https://www.nikkoam.co.nz/articles/outlook-2023

  • Japan’s “show me the money” corporate governance: 3Q, another record high

    SHARE THIS The just-released 3Q CY22 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-3q

  • Have Bond Markets Become Unfit for Purpose?

    SHARE THIS Rather surprisingly, a UK tabloid newspaper recently contacted the author following the seemingly spectacular “blow up” in the UK bond markets, and the subsequent “crises” within the pension / insurance sectors. The journalist clearly wanted...

    https://www.nikkoam.co.nz/articles/2022/have-bond-markets-become-unfit-for-purpose

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