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  • Investment Outlook 2024

    SHARE THIS Investment Outlook 2024 Find out about our investment teams' outlook across asset classes and geographies. Equity China equity outlook 2024 Opportunities amid pivot to advanced manufacturing, technological self-sufficiency by Asian Equity...

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

  • Future Quality Insights: pandemic memories and ongoing impact on companies

    SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2412

  • Growth

    SHARE THIS The Nikko AM New Zealand Equity team is based in Auckland, New Zealand and has three dedicated Australasian Equity Portfolio Managers. The award winning team has cemented its place as one of New Zealand’s leading equity teams.

    https://www.nikkoam.co.nz/strategies/equity

  • Future Quality Insights - August 2021

    SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2108

  • Future Quality Insights -November 2023-New regime, new learning

    SHARE THIS The last few quarters have been a good reminder that we are in a changing world. As a result, we need to focus always on investing in enduring franchises and we would suggest that our Future Quality approach is soundly placed in that regard....

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2311

  • Future Quality Insights: healthcare offers diversification from market hot spots

    SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...

    https://www.nikkoam.co.nz/articles/2024/future-quality-insights-2024

  • Future Quality Insights - March 2021

    SHARE THIS The introduction of the EU’s Sustainable Finance Disclosure Regulation in March 2021 will see significant changes to the way asset management is conducted. It includes new disclosure requirements for investment firms to address...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-global-q4

  • ESG through an Asian equity lens

    SHARE THIS In recent years, the increased focus on ESG has validated our beliefs. Yet, the complex and fast-changing economies and societies that make up Asia continue to be a challenge confronting investors looking to apply ESG analysis across Asian...

    https://www.nikkoam.co.nz/articles/2022/esg-through-an-asian-equity-lens-2209

  • 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

  • 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

  • Global Equity Quarterly Q1 2021

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q1-global

  • Investing for the Long Term: 'Future Quality' Companies

    SHARE THIS The Nikko Asset Management Global Equity team philosophy is based on the belief that investing in ‘Future Quality’ companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three...

    https://www.nikkoam.co.nz/articles/2021/investing-for-the-long-term

  • Nikko AM Wholesale Global Shares Fund

    SHARE THIS Fact Sheet The Global Equity team of Nikko Asset Management Europe is the investment manager of the Nikko AM Wholesale Global Shares Fund. The process delivers a high active share, differentiated global equity portfolio that aims to provide...

    https://www.nikkoam.co.nz/invest/institutional/nikko-am-wholesale-global-shares-fund

  • China Equity - Nikko AM Edge

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    https://www.nikkoam.co.nz/sp/china-equity/the-nikkoam-edge

  • Nikko AM Wholesale Global Shares Hedged Fund

    SHARE THIS Fact Sheet The Global Equity team of Nikko Asset Management Europe is the investment manager of the Nikko AM Wholesale Global Shares Fund. The process delivers a high active share, differentiated global equity portfolio that aims to provide...

    https://www.nikkoam.co.nz/invest/institutional/nikko-am-wholesale-global-shares-hedged-fund

  • Future Quality Insights – February 2022 - History rhymes

    SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2202

  • Investment Outlook 2025

    SHARE THIS INVESTMENT OUTLOOK 2025 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Global Global market and economic outlook 2025 Mind the fat tails and keep an eye on inflation,...

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

  • Global Equity Quarterly Q4 2020

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q4-global

  • Nikko AM KiwiSaver Scheme Global Shares Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Global Shares Fund The Global Equity team of Nikko Asset Management Europe is the investment manager of the...

    https://www.nikkoam.co.nz/invest/kiwisaver/nikko-am-kiwisaver-scheme-global-shares-fund

  • Reaping big rewards in Asian small caps

    SHARE THIS Grace Yan, a Senior Portfolio Manager and a member of the Nikko AM Asian Equity Team, talks about the underlying reasons behind her recent success in winning Citywire Asia’s Best Fund Manager award and her passion about uncovering hidden...

    https://www.nikkoam.co.nz/articles/2021/reaping-big-rewards

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