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

  • Maintaining Prosperity During Turmoil

    SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...

    https://www.nikkoam.co.nz/articles/2020/maintaining-prosperity

  • Jumping the paradox

    SHARE THIS 2020 was a year of fear, anxiety, uncertainty and global economic defibrillation. And yet for investors and owners of assets – from art, to gold to property – it was also one of growth, prosperity and increasing confidence. This asset price...

    https://www.nikkoam.co.nz/articles/2020/jumping-the-paradox

  • Asian Fixed Income Monthly - December 2020

    SHARE THIS The US Treasury (UST) yield curve steepened slightly in December. The UST 10-year bond yield rose 7.5 basis points (bps) to 0.915%, while the 2-year bond yield fell by 2.7 bps to 0.122%. Concerns in the month revolved around rising COVID-19...

    https://www.nikkoam.co.nz/articles/2020/asian-fixed-income-monthly-december-2020

  • Asian Fixed Income Monthly - January 2021

    SHARE THIS The US Treasury (UST) yield curve steepened in January. The prospect of increased federal spending in the US prompted a sharp upward move in UST yields at the start of the year.

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-january-2021

  • 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

  • Future Quality Insights - June 2021

    SHARE THIS Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2106

  • Global Equity Quarterly Q2 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-q2-global

  • 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

  • Global Equity Quarterly Q3 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-q3

  • Future Quality Insights - December 2021 - A trip to Lisbon

    SHARE THIS Just a few weeks ago I attended my first in-person conference since 2019. Over 40,000 people descended upon Lisbon for Web Summit, one of the world’s largest technology conferences. The event brings together CEO’s and founders of established...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2112

  • Global Equity Quarterly (Q4 2021)

    SHARE THIS An ability to look forward to better times and remain optimistic is invaluable. These attributes are no less helpful when investing in equities. Whilst you can get an unpleasant surprise from misjudging the direction of the tide while...

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

  • 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

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

    SHARE THIS Policy actions by monetary authorities diverged across the region; we remain cautious on bonds of low yielding countries and regional currencies.

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

  • Russia - Ukraine

    SHARE THIS The Western World today faces a public sector burden that bears a troubling resemblance to the immediate Post-war period in the late 1940s and 1950s; a private sector debt burden that bears comparison to the late 1990s / early 2000s; and an...

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

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

    SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...

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

  • Global Equity Quarterly (Q1 2022)

    SHARE THIS We are keen to participate in the push towards a less carbon intensive future but want to do so in a balanced fashion, with one eye on the associated risks.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q1

  • Future Quality Insights – June 2022 - Revolutions and war: The start of an energy broadband boom

    SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2206

  • A More Uncertain Future than the Hawks Realize

    SHARE THIS Since the Pandemic first unfolded, it has generally paid to invest and act according to what the Federal Reserve Chairman said was going to happen, rather than what did in fact happen. The obvious example being last year, when the Fed told...

    https://www.nikkoam.co.nz/articles/2022/a-more-uncertain-future-than-the-hawks-realize

  • New Zealand Fixed Income Monthly – June 2022

    SHARE THIS As New Zealand grapples with inflation and the spectre of a recession, we highlight the impact increasing mortgage rates may have on consumer spending. This is an important theme as it ties in with how we need to consider absolute interest...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-june-2022

  • Asia corporate high yield: Market review and outlook

    SHARE THIS Asia high yield credit had a tough start to 2022, succumbing to heavy selling pressure . Apart from geopolitical tensions, tighter financial conditions and rising recession risk in major developed economies, sentiment toward Asia HY has been...

    https://www.nikkoam.co.nz/articles/2022/asia_corporate_high_yield_august_22

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