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2021 Global Multi-Asset Market Outlook

SHARE THIS The year 2020 is one most would like to forget, but for markets, performance was particularly strong despite the substantial COVID-19-related economic fallout. Certainly, ample liquidity in the form of massive monetary and fiscal stimulus...

Investing in a multipolar world

SHARE THIS Between still high levels of inflation, fast-tightening central banks, a growing energy crisis in Europe and slow growth in China, it is easy to imagine a bleak growth outlook. But these difficult dynamics also harbour opportunities often...

2023 Global multi-asset outlook

SHARE THIS On balance, we are constructive mainly for valuation support and growth prospects improving for China with a firm tailwind from an easing dollar. Pockets of the US equity market may struggle on weaker earnings, but the rest of the world...

Global multi-asset outlook 2024

SHARE THIS Our investment themes for 2024 focus on key features of a world in transition. They include higher-for-longer rates, production shortages in natural resources and the search for new sources of productivity. Transitions are never easy, and...

Global multi-asset outlook 2025

SHARE THIS Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...

US presidential election – Nikko AM’s views

SHARE THIS In order to gain a range of perspectives on the US presidential election, Nikko Asset Management has gathered the views of the following experts and investment teams, representing many of our major asset classes and geographical regions.

Russia-Ukraine conflict – Nikko AM’s views

SHARE THIS In order to gain a range of perspectives on the Russia-Ukraine conflict, Nikko Asset Management has gathered the views of various experts and investment teams, representing many of our major asset classes and geographical regions.

Nikko Asset Management Unveils Global Multi-Asset Capability, Integrates Experience and Assets in Asia

SHARE THIS Nikko Asset Management Unveils Global Multi-Asset Capability, Integrates Experience and Assets in Asia

New Zealand Fixed Income Monthly - May 2021

SHARE THIS We believe that the recent rise in New Zealand’s interest rates has put the bond market in a good place, as the alternative may have been a negative interest rate regime instead. Without higher interest rates the government would have found...

New Zealand Equity Monthly - May 2021

SHARE THIS The New Zealand equity market has been blessed by strong upward revisions in corporate earnings and a robust macro framework, with the country further along than its peers in a V-shaped recovery from a COVID-19-induced downturn.

Investment Outlook 2023

SHARE THIS Investment Outlook 2023 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Strategy 2023 Global macro outlook: Ten predictions No single catch-phrase epitomises the...

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...

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,...

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Investment Outlook 2022

SHARE THIS Investment Outlook 2022 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Download Investment Outlook 2022 eBook Download & read on the go — a tablet-friendly collection...

2022 Global Multi Asset Outlook: Gauging long-term growth prospects

SHARE THIS We maintain a constructive view of risk assets but are cognizant that the path toward realising gains will be more delicate as we traverse the course of the Fed and other central banks removing their easy policies.

Perspectives

SHARE THIS Innovation Comes Naturally. Global Perspectives with Asian DNA.

Positioning for reflation

SHARE THIS Coordinated fiscal and monetary stimulus is likely to support global demand and therefore reflation in the years ahead. We see this opening up broader growth opportunities, and ultimately better scope for portfolio diversification.