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Assuming funds is optional, and retail is optional, the following results were found.

  • A big comeback: Rising fortunes of Asia’s small caps

    SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...

    https://www.nikkoam.co.nz/articles/2022/rising-fortunes-asian-small-caps-2210

  • Balancing Act-Monthly insights: Multi-Asset Team-January 2023

    SHARE THIS In our view, the change from dollar strength to relative weakness is meaningful for the shift in relative growth prospects, favouring the rest of the world over the US.

    https://www.nikkoam.co.nz/articles/2023/multi-asset-january-2023

  • Buy / Sell Spreads

    SHARE THIS Buy/sell spreads can apply to any/all funds as and when market conditions require them. Our objective is to set the spreads at a level which reflect the expected transaction costs, so they are paid by transacting investors and not by other...

    https://www.nikkoam.co.nz/invest/buy-sell-spreads

  • Fed and BOJ in a wait-and-see mode amid uncertainty over US fiscal and trade policies

    SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...

    https://www.nikkoam.co.nz/articles/2024/fed-boj-wait-and-see-december-2024

  • 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

  • Japan Equity Monthly - February 2021

    SHARE THIS We assess the factors that enabled the Nikkei to rise above the 30,000 threshold for the first time since 1990; we also view the recent Robinhood frenzy from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-february-2021

  • The Alternative Fund: Rephrasing Multi-Strategy

    SHARE THIS We have found most surveys classify the Multi-Strategy Fund as ‘growth’, which is somewhat ironic given that it isn’t ‘growthy’ enough to warrant more than a 5% weight in the growth fund.

    https://www.nikkoam.co.nz/articles/2021/the-alternative-fund-rephrasing-multi-strategy

  • Russia Ukraine Conflict

    SHARE THIS Following the Russian invasion of Ukraine, there has been considerable media coverage and interest about the implications this has on New Zealand investments. This invasion has seen devasting humanitarian effects. Our thoughts are with the...

    https://www.nikkoam.co.nz/articles/2022/russia-ukraine-conflict

  • 2023 Global Fixed Income outlook

    SHARE THIS We present our 2023 outlook for core markets, emerging markets and global credit.

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

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

    SHARE THIS We are more positive on duration overall, on the assessment that we are likely past peak hawkishness from the Federal Reserve and other developed market central banks. We favour Singapore and South Korean government bonds, given their...

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

  • The Federal Reserve Scared of What it Can’t See?

    SHARE THIS A regular debate between the older and younger members of the Hunt-household revolves around whether old suspenseful Black-and-White horrors are actually more scary than vivid technicolour gore modern films. We suspect that for the Federal...

    https://www.nikkoam.co.nz/articles/2023/the-federal-reserve-scared-of-what-it-can’t-see

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2023

    SHARE THIS We expect macro and corporate credit fundamentals across Asia ex-China to stay resilient due to fiscal buffers although slower economic growth seems to loom over the horizon.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-monthly-dec-23

  • Will Quantitative Easing Return Soon?

    SHARE THIS This may appear an odd question to ask given the recent slew of poor inflation data points that have been released but we suspect that “all is not quite as it seems” within bond markets, or even the global economy. First, the inflation story.

    https://www.nikkoam.co.nz/articles/2024/will-quantitative-easing-return-soon

  • Biden – and the Markets’ - Big Gamble?

    SHARE THIS The US and most other authorities’ reaction to the Global Pandemic was to flood the financial system with cash, principally via the act of central banks buying government bonds. The sums involved were massive, in part because the authorities...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/biden-–-and-the-markets’-big-gamble

  • 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

  • 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

  • A new era for manager due diligence

    SHARE THIS The 2007-2008 global financial crisis had a lasting impact on public and private pension funds, as the collapse of Lehman Brothers and massive fraud committed by Wall Street money manager Bernie Madoff placed greater emphasis on fiduciary...

    https://www.nikkoam.co.nz/articles/2021/a-new-era-for-manager-due-diligence

  • Global Investment Committee's 2022 Outlook: Positive for risk assets

    SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...

    https://www.nikkoam.co.nz/articles/2022/global-strategy-outlook-2022

  • 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

  • Summit 2019

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

    https://www.nikkoam.co.nz/sp/investment-summit-2019

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