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

  • 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

  • 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

  • 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

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

    SHARE THIS We expect Asian local government bonds to perform well in 2025, supported by accommodative central banks amid an environment of benign inflation and moderating growth. The ongoing global easing cycle is expected to lower global yields,...

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-december-2024

  • How Japan can safeguard against US tariffs

    SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...

    https://www.nikkoam.co.nz/articles/2025/how-japan-can-safeguard-against-us-tariffs-2025

  • What the return of interest rates means for Japan

    SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...

    https://www.nikkoam.co.nz/articles/2025/2502-what-the-return-of-interest-rates-means-for-japan

  • Global Investment Committee’s outlook: regime shift to a more volatile world

    SHARE THIS With the US “exceptionalism” narrative fading, we see value in global diversification. We observe potential turning points in Europe and China equities that may serve as opportunities to diversify global portfolios. Volatile market...

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

  • ASEAN’s investment potential in a Trump 2.0 world

    SHARE THIS As the rest of the world contends with the geopolitical and economic implications of Trump 2.0, ASEAN presents a wealth of long-term investment opportunities, driven by strong fundamentals and supportive policies.

    https://www.nikkoam.co.nz/articles/2025/asean-investment-potential-in-a-trump-2-world-march-2025

  • Nikko Asset Management’s timely focus on retail investors helps drive AUM growth

    SHARE THIS Nikko Asset Management’s timely focus on retail investors helps drive AUM growth "Increasing demand from retail investors for investment products, at a time when term deposit rates have been at historic lows, has driven retail investor...

    https://www.nikkoam.co.nz/media-center/press-releases/2015/nikko-asset-managements-timely-focus-on-retail-investors-helps-drive-aum-growth

  • Are rising yields a concern for Asian REITs?

    SHARE THIS We believe that Asian REITs will continue to perform well while the economic recovery in Asia and the rest of the world remains strong and as long as the rise in bond yields do not become excessive.

    https://www.nikkoam.co.nz/articles/2021/are-rising-yields-a-concern-for-asian-reits

  • New Zealand Equity Monthly (November 2024)

    SHARE THIS The Reserve Bank of New Zealand began cutting interest rates late in 2024 and is anticipated to ease further in 2025. The interest rate environment is expected to be a positive factor for the equity market, which has seen the retail and...

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

  • New Zealand Equity Monthly - June 2021

    SHARE THIS This month, we take a look at the current state and prospects of New Zealand’s five main electricity generators/retail providers. Almost all the electricity in New Zealand is generated by five companies: Genesis Energy, Contact Energy,...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-june-21

  • Nikko AM Global Shares Hedged Fund

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

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

  • Nikko AM 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/retail/nikko-am-global-shares-fund

  • Nikko AM Global Equity Multi-Manager Hedged Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Global Equity Multi-Manager Hedged Fund A multi-manager global equity strategy, managed by a specialist team based in...

    https://www.nikkoam.co.nz/invest/retail/nikko-am-global-equity-hedged-fund

  • Nikko AM Global Equity Multi-Manager Unhedged Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Global Equity Multi-Manager Unhedged Fund A multi-manager global equity strategy, managed by a specialist team based in...

    https://www.nikkoam.co.nz/invest/retail/nikko-am-global-equity-unhedged-fund

  • Nikko AM Concentrated Equity Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Concentrated Equity Fund Philosophy The Concentrated Fund aims to hold around 15 stocks, with the ability to...

    https://www.nikkoam.co.nz/invest/retail/nikko-am-concentrated-equity-fund

  • Nikko AM Core Equity Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Core Equity Fund Philosophy A high conviction, fundamental investment process that aims to deliver attractive...

    https://www.nikkoam.co.nz/invest/retail/nikko-am-core-equity-fund

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