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  • Did DeepSeek cause an AI paradigm shift?

    SHARE THIS The speed at which AI applications are becoming part and parcel of daily life is breathtaking, with DeepSeek's apparent breakthrough merely accelerating an inevitable, fundamental change in the field. We firmly believe these breakthroughs...

    https://www.nikkoam.co.nz/articles/2025/did-deepseek-cause-a-paradigm-shift-february-2025

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

    SHARE THIS The world is fast entering the adjustment phase as deglobalisation is accelerating, requiring new solutions and investment to clear new imbalances from energy supply to labour and eventually normalise inflation.

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

  • 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

  • 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 Equity 2019 LP

    SHARE THIS Menu Your goals, our commitment. Future Quality Team Process Insights Downloads Contact Global Equity Future Quality: Attain and sustain high returns on investment Driven by a passion for uncovering Future Quality investments, we build...

    https://www.nikkoam.co.nz/sp/global-equity

  • Global Equity Quarterly (Q4 2024)

    SHARE THIS Our focus on franchise and management quality allows us to look forward with optimism, whilst balance sheet quality and valuation discipline provide comfort for when the fireworks start for all the wrong reasons.

    https://www.nikkoam.co.nz/articles/2025/global-equity-quarterly-q4-2024

  • Our Company

    SHARE THIS Nikko Asset Management History Leadership Awards Global Offices We actively manage over NZD$ billion* of investments. We manage domestic assets through our Auckland-based investment teams and employ carefully selected offshore managers to...

    https://www.nikkoam.co.nz/about-us/our-company

  • Global Equity Quarterly Q1 2024

    SHARE THIS Dreams have a place in the world. However, in stock markets, cashflows often serve as gravity when share prices display dream-like behaviour. Fortunately, our Future Quality philosophy, coupled with our consistent process of reviewing the...

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q1-2024

  • Change as the only constant: investing in a world in transition

    SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...

    https://www.nikkoam.co.nz/articles/2024/change-as-the-only-constant-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

  • Future Quality Insights – August 2022 - Halgos and three steps for navigating the road ahead

    SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2208

  • Investment Outlook 2023

    SHARE THIS Investment Outlook 2023 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Strategy 2023 Global macro outlook: Ten predictions No single catch-phrase epitomises the...

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

  • Global Equity Quarterly (Q4 2022)

    SHARE THIS Current equity market conditions dictate that you choose your investment attire particularly carefully. In our view, buying profitless technology companies is like going up a Scottish mountain wearing flip-flops. You might get away with it,...

    https://www.nikkoam.co.nz/articles/2023/global-equity-quarterly-q4-2022

  • Global Equity Quarterly (Q1 2023)

    SHARE THIS At times of stress, we believe that it makes sense for investors to reach for something that has recently provided comfort. Our view is that that is exactly what we have seen in Q1, as banking stock volatility has led investors back into the...

    https://www.nikkoam.co.nz/articles/2023/global-equity-quarterly-q1-2023

  • 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

  • Nikko Asset Management Adds Depth to Global Equity Team

    SHARE THIS Nikko Asset Management Adds Depth to Global Equity Team Nikko Asset Management (“Nikko AM”) has appointed Jeremy Hall as Investment Director – Global Equity. In this role, he will be a portfolio manager within the Nikko AM Global Equity team...

    https://www.nikkoam.co.nz/media-center/press-releases/2017/nikko-asset-management-adds-depth-to-global-equity-team

  • Nikko AM annouce promotion in NZ Equities Team

    SHARE THIS Nikko AM NZ annouce promotion in Equities Team Nikko AM NZ has promoted Michael De Cesare to the position of Portfolio Manager within the Equities Team.

    https://www.nikkoam.co.nz/media-center/press-releases/2018/nikko-am-annouce-promotion-in-nz-equities-team

  • Nikko Asset Management bolsters its Global Equity team

    SHARE THIS Nikko Asset Management bolsters its Global Equity team Nikko Asset Management (“Nikko AM”) today announces the appointment of Michael Chen as an analyst in its Global Equity team. Michael is a Chartered Financial Analyst® with a degree from...

    https://www.nikkoam.co.nz/media-center/press-releases/2019/nikko-asset-management-bolsters-its-global-equity-team

  • FOREWORD 2018

    SHARE THIS Since 2013, Nikko Asset Management’s Foreword™ has been delivering world class insights to institutional investors and advisers across the globe.

    https://www.nikkoam.co.nz/sp/foreword-2018

  • Future Quality Insights -May 2023-A bridge over troubled waters

    SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2305

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