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

  • Nikko AM Multi-Strategy Fund

    SHARE THIS Fact Sheet Quarterly Fund Update This fund is in wind up, with a wind up date of 15 March 2019. No applications are being taken. Obtains investment exposure by investing in the Nikko AM Wholesale Multi-Strategy Fund Nikko AM NZ has engaged...

    https://www.nikkoam.co.nz/invest/retail/nikko-am-multi-strategy-fund

  • Nikko AM Wholesale Multi-Strategy Fund

    SHARE THIS Fact Sheet Nikko AM NZ has engaged JP Morgan Alternative Asset Management Inc (JPMAAM) for the management of alternative assets. The Fund obtains investment exposure by investing in the Multi-Strategy Fund II, Ltd (MSF II Ltd). JPMAAM is...

    https://www.nikkoam.co.nz/invest/institutional/nikko-am-wholesale-multi-strategy-fund

  • Global Investment Committee review: scenarios for a less certain global outlook

    SHARE THIS The Global Investment Committee (GIC) held an extraordinary session to review the macroeconomic and market impact of tariffs announced by the US on 2 April, as well as subsequent actions and market reactions. The GIC’s verdict is that while...

    https://www.nikkoam.co.nz/articles/2025/global-investment-committee-review-april-2025

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (March 2025)

    SHARE THIS Against this more challenging but still benign macroeconomic backdrop, we expect Asian corporate and bank credit fundamentals to stay resilient, aside from a few sectors and specific credits which may be affected by tariff threats or...

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

  • President Trump May Know The Lesser of Available Evils

    SHARE THIS The chart below is by no means perfect in terms of its specific execution; global price indices are few and far between but it serves to make the point that, since the advent of “Globalization” during the early – mid 1990s, goods prices have...

    https://www.nikkoam.co.nz/articles/2025/president-trump-may-know-the-lesser-of-available-evils

  • Sustaining the future: the ongoing case for sustainable bonds

    SHARE THIS Despite a retreat from sustainability initiatives in the US, the sustainable bond market, particularly green bonds, remains strong globally due to continued investor demand, attractive bond yields and increasing participation from countries...

    https://www.nikkoam.co.nz/articles/2025/sustaining-the-future-march-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (March 2025)

    SHARE THIS We downgraded our defensive position marginally, while we maintained an overweight to growth assets.

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-march-2025

  • Trust. Will the Old World Survive the New Regimes?

    SHARE THIS The focus in the media and amongst most analysts has centred around tariffs and a possible fiscal tightening in the USA – although we would argue that on a cash basis the latter is already happening quite aggressively. In some cases, it...

    https://www.nikkoam.co.nz/articles/2025/trust-will-the-old-world-survive-the-new-regimes

  • Balancing Act Monthly Insights: Global Multi-Asset (February 2025)

    SHARE THIS For January, we reduced our overweight position in growth while maintaining our overweight position in defensives. With respect to growth assets, Trump's second presidency ushers in a new era of US exceptionalism which has implications on...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-february-2025

  • Press Release - 20250220_01

    SHARE THIS Nikko Asset Management and Tikehau Capital announce the establishment of their joint venture Tikehau Amova Investment Management to drive private asset investments in Asia Nikko Asset Management (Nikko Asset Management Co., Ltd. together...

    https://www.nikkoam.co.nz/media-center/press-releases/2025/press-releases-20250220_01

  • Balancing Act: Global Multi-Asset Quarterly (Q4 2024)

    SHARE THIS In the 2024 October-December quarter, risk assets largely moved in line with expectations surrounding the US presidential election. We maintained an overweight position on growth assets over the quarter amid indications of resilient economic...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-quarterly-q4-2024

  • Balancing Act Monthly Insights: Global Multi-Asset (January 2025)

    SHARE THIS We retained our positive view on growth on resilient economic data and dovish monetary policies globally as inflation is now closer to central bank targets worldwide. Our view of defensives improved as higher yields now make the asset class...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-january-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (December 2024)

    SHARE THIS We retain our positive view on growth on resilient economic data and dovish monetary policies globally as inflation starts to ease worldwide. As for defensives, sovereign bond curves are steepening amid the beginning of the global...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-monthly-december-2024

  • Asian fixed income outlook 2025

    SHARE THIS Asian local government bonds are poised to perform well in 2025 thanks to accommodative policies by central banks amid benign inflation and moderating growth. The global easing cycle is expected to lower global yields, thereby providing...

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

  • Global equity outlook 2025

    SHARE THIS Throughout history, equity investors have benefitted from maintaining a long-term view and an optimistic outlook on humanity's ability to prevail in the face of adversity. This might once again be the case, meaning that the biggest risk...

    https://www.nikkoam.co.nz/articles/2024/global-equity-outlook-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (November 2024)

    SHARE THIS We increased the overweight to growth assets given that economic data remains resilient against falling inflation and as global central banks lower interest rates. Regarding defensive assets, we have been relatively negative on sovereign...

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

  • 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-Monthly Insights: Global Multi-Asset (September 2024)

    SHARE THIS For August we maintained our overweight growth position and a neutral position on defensives. Several factors continue to support our optimism towards growth assets, including the first rate cut from the Fed, earnings surprises remaining...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-september-2024

  • Navigating Japan Equities: Monthly Insights From Tokyo (September 2024)

    SHARE THIS This month we assess why the market is unfazed by Japan’s upcoming leadership change; we also explain how a bid for a prominent Japanese convenience store operator has highlighted how affordable domestic firms now look in the eyes of their...

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

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