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Assuming strategies is optional, and multi-asset is optional, the following results were found.

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

    SHARE THIS Relief rallies are always encouraging but do not necessarily portray parting clouds for a return to “normal” market conditions. The market is still digesting a rather dizzying array of challenging dynamics that have unfolded quickly over the...

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

  • 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

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

    SHARE THIS The outlook is currently challenging. Tightening is coming, but it is not here yet and in the meantime current policy remains quite accommodative. There is no doubt that extremely easy policy boosted equity prices, which were reinforced by...

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

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

    SHARE THIS As is often the case, markets are a better reflection of general sentiment than news headlines and so far, it points to an ongoing global recovery as equities hold their gains of 2021 and long-term bond yields rise. It may not be time yet to...

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

  • Balancing Act-Monthly insights: Multi-Asset Team-December 2021

    SHARE THIS The global outlook still looks positive, but less is known about the potential impact of the latest variant of the COVID-19 virus, Omicron—particularly in light of the fast government response to add restrictions on travel and, in some...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-december-2021

  • 2022 Asian Fixed Income and FX Outlook: Regional recovery expected

    SHARE THIS The economic recovery in Asia ex-China is likely to improve significantly in 2022 as regulations are eased, borders are reopened and vaccination rates increase. We anticipate these developments to boost private sector confidence, providing...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-and-fx-outlook-2022

  • China: Regulate in order to innovate

    SHARE THIS Every few years, concerns emerge over whether China is investable. We are currently witnessing the latest round of this cycle amid China’s drive to regulate. However, investing in China during such moments of doubt has reaped substantial...

    https://www.nikkoam.co.nz/articles/2021/china-regulate-in-order-to-innovate

  • 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

  • Nikko AM ARK Disruptive Innovation Fund

    SHARE THIS Disruptive Innovation Introducing the Nikko AM ARK Disruptive Innovation Fund At Nikko AM we believe that disruptive innovation is key to investing in the future. In August 2017, Nikko AM partnered with ARK Invest – a company focused solely...

    https://www.nikkoam.co.nz/articles/2021/oldark

  • Multi-asset Monthly - October 2021

    SHARE THIS Volatility has arisen as we expected it eventually would, and September is often an apt month to rediscover risk given market participants’ return from summer vacations noting that record high equity markets do not quite square with a number...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-october-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

  • Multi-asset Monthly - September 2021

    SHARE THIS As we contemplate a post-pandemic world, it is becoming more likely that things will not return to “normal” as we once knew it. While vaccines have been highly successful in preventing serious illness in those who are still contracting the...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-september-2021

  • Japan’s structural reform to benefit investors

    SHARE THIS The three Japan-related news topics that have overwhelmingly dominated the attention of Western media so far this year are COVID-19 (by far), the Tokyo Olympics and the showdown at Toshiba.

    https://www.nikkoam.co.nz/articles/2021/japan_structural_reform_benefit_investors

  • Multi-asset Monthly - July 2021

    SHARE THIS The US and China are likely reaching peak growth as stimulus and the initial burst of pent-up demand begin to wane. In China, while the credit impulse has turned negative—usually an ominous sign—demand continues to normalise, shifting from...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-july-2021

  • Multi-asset Monthly - June 2021

    SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-june-2021

  • Multi-asset Monthly - May 2021

    SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-may-2021

  • Net zero carbon: Is it all just hot air?

    SHARE THIS "Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde.

    https://www.nikkoam.co.nz/articles/2021/net-zero-carbon-is-it-all-just-hot-air

  • Multi-asset monthly - April 2021

    SHARE THIS As reflationary dynamics gain support from refreshed stimulus in the US and a largely successful vaccine rollout with returning growth already to show for it, the reflation trade appears a bit exhausted as measured by market action. However,...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-april-2021

  • Sustainability - Corporate Sustainability

    SHARE THIS Corporate Sustainability Since 2018, our Corporate Sustainability Department has driven sustainability into our corporate culture. From curating our strategy and aligning ourselves to maximise our impact in our offices through 3 core...

    https://www.nikkoam.co.nz/sustainability/corporate-sustainability

  • Sustainability - US Investment

    SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT U.S. Investment Our Philosophy On the US investment team, we believe that the three core factors behind sustainable, responsible investing — environmental, social, and governance (ESG) — are inherent to...

    https://www.nikkoam.co.nz/sustainability/sustainability-us-investment

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