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  • Balancing Act-Monthly Insights: Global Multi-Asset (September 2024)

    SHARE THIS For August we maintained our overweight growth position and a neutral position on defensives. Several factors continue to support our optimism towards growth assets, including the first rate cut from the Fed, earnings surprises remaining...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-september-2024

  • Global Equity Quarterly (Q2 2024)

    SHARE THIS Perhaps there may be disappointment at the lack of money-spinning applications pertaining to AI which may cause investor sentiment to cool. Nevertheless, the improvements in earnings and cash flow appear sustainable so far and are certainly...

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q2-2024

  • Staying on the road less travelled

    SHARE THIS As global equity investors, we are often asked how we have successfully navigated an evolving market landscape since the strategy’s inception in 2014. The truth can ultimately be attributed to three key factors: humility, collaboration with...

    https://www.nikkoam.co.nz/articles/2024/2410-staying-on-the-road-less-travelled

  • Global Investment Committee’s outlook: low risk no longer

    SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.

    https://www.nikkoam.co.nz/articles/2024/2410-gic-outlook-low-risk-no-longer

  • Are China’s stimulus measures enough?

    SHARE THIS The raft of stimuli recently unveiled in China is the most coordinated policy since the start of the country’s economic downturn. This, along with the start of the Fed’s monetary policy easing, represents key fundamental changes. However, as...

    https://www.nikkoam.co.nz/articles/2024/2410-are-chinas-stimulus-enough

  • New Zealand Equity Monthly (September 2024)

    SHARE THIS Nikko AM NZ released its first annual “climate statement” under New Zealand’s new climate-related disclosures regime in July. The framework requires approximately 200 organisations, including large publicly listed companies, to release...

    https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-september-2024

  • Navigating Japan Equities: Monthly Insights From Tokyo (October 2024)

    SHARE THIS This month we assess views in the market that the BOJ may have taken a dovish turn at its September policy meeting; we also point to further signs of a steady rise in wages and how that paves the way for a recovery in consumption and,...

    https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-october-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (September 2024)

    SHARE THIS The start of the Fed’s rate cut cycle has created room for monetary easing across Asia. We expect Asian government bond yields, particularly high yielders like those of India, Indonesia and the Philippines, to trend lower.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-september-2024

  • Japan’s pivotal improvement in risk premium

    SHARE THIS Japan’s long history of undercompensating equity investors, a legacy of deflation, is coming to an end with its risk premium now achieving parity with that of the US. This historic shift is being driven by rising dividend payouts ratios,...

    https://www.nikkoam.co.nz/articles/2024/japans-pivotal-improvement-in-risk-premium-2024

  • Harnessing Change-Monthly Insights: Asian Equity (September 2024)

    SHARE THIS The market expects more rate cuts from the Fed, giving Asian central banks room to lower rates, which is very supportive for domestic growth. Meanwhile, with more China stimulus measures anticipated, we see asset allocation into Chinese...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-september-2024

  • Featured Article (Cash Fund)

    SHARE THIS Nikko AM Cash Fund Find out more about making your money work harder with the Nikko AM NZ Cash Fund.

    https://www.nikkoam.co.nz/articles/2024/featured

  • Global Equity Quarterly (Q3 2024)

    SHARE THIS The markets suggest that growth will stay at a premium in the short term. Hence, our focus on Future Quality companies, especially those capable of taking market share as the economic backdrop worsens, may prove beneficial.

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q3-2024

  • Navigating Japan Equities (November 2024): view of lower house elections

    SHARE THIS In a move that reflected their disapproval of Japan's ruling coalition, voters deprived it of a lower house majority. While this outcome may not have a direct impact on the market, it is important to monitor the impact of political...

    https://www.nikkoam.co.nz/articles/2024/view-of-lower-house-elections-2024

  • Balancing Act Monthly Insights: Global Multi-Asset (October 2024)

    SHARE THIS The start of the Fed’s rate cut cycle was a boost to risk sentiment, with resilient US data and declining inflation placing the market in a goldilocks situation. Likewise, the start of a global rate cutting cycle sets up a positive...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-october-2024

  • After Trump’s win, fiscal policy and inflation risks in focus

    SHARE THIS Following Donald Trump's US presidential election win, in the near term we remain constructive on US growth and stocks, with the markets expecting corporate tax cuts and seeing a general penchant toward deregulation across industries as...

    https://www.nikkoam.co.nz/articles/2024/2410-after-trump-win-fiscal-policy

  • Balancing Act: Global Multi-Asset Quarterly (Q3 2024)

    SHARE THIS Volatility dominated risk markets in the early part of the July-September quarter, while perceptions of the US employment environment also had an impact. Over the quarter, we kept an overweight position on growth assets and maintained a...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-quarterly-q3-november-2024

  • Navigating Japan Equities (November 2024): assessing the impact of the US elections on Japan

    SHARE THIS As with the other markets, Japanese equities reacted immediately to Donald Trump's US presidential election win. The immediate election impact is expected to fade relatively quickly, with market focus turning to the trade policies Trump may...

    https://www.nikkoam.co.nz/articles/2024/assessing-us-election-impact-2024

  • FOMC meeting: uptick in uncertainty with jobs, inflation and price expectations in focus

    SHARE THIS The Federal Reserve's interest rate cut in November was largely expected. However, Fed Chair Powell's comments pointed to changes in language, suggesting a shift towards a more uncertain policy, with inflation and employment trends...

    https://www.nikkoam.co.nz/articles/2024/2411-fomc-uptick-uncertainly-with-jobs

  • New Zealand Equity Monthly (October 2024)

    SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...

    https://www.nikkoam.co.nz/articles/2024/nz-equity-monthly-october-2024

  • New Zealand Fixed Income Monthly (October 2024)

    SHARE THIS The bond market has turned its attention to the likely size of further interest rate reductions now that the RBNZ has made two cuts to the Official Cash Rate in quick succession. Our view is that New Zealand's monetary policy is on track to...

    https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-october-2024

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