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

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

    SHARE THIS For August we reduced our overweight on growth assets amid volatility in the markets and maintained a neutral position on defensives. We expect volatility to be quelled, given that the markets have factored in the Fed cutting interest rates...

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

  • Japan’s equity market a hotspot for active investment

    SHARE THIS Japan Equity Investment Director Junichi Takayama explains how active management can help identify opportunities, particularly within the small and mid-cap markets.

    https://www.nikkoam.co.nz/articles/2024/japans-equity-market-a-hotspot-for-active-investment-2024

  • Balancing Act: Global Multi-Asset Quarterly (Q2 2024)

    SHARE THIS Although market volatility resurfaced in the early part of the April-June quarter as interest rate cuts in the US began to look less likely amid higher-than-expected inflation, risk assets bounced back and rallied strongly later in the...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-quarterly-q2-july-2024

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

    SHARE THIS We retained both our overweight to growth assets and our neutral position on defensives. The outlook for growth remains positive as global central banks have started monetary easing, with Europe and Canada leading the way by cutting their...

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

  • Balancing Act-Monthly insights: Multi-Asset Team-June 2024

    SHARE THIS Markets have continued their strong growth through 2024, as odds continue to grow that central banks are able to walk the tight rope and avoid any real slowdown of global growth. US inflation has remained above expectations. However, some...

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

  • Balancing Act-Monthly insights: Multi-Asset Team-May 2024

    SHARE THIS As the market comes to grips with the US rate structure potentially remaining high, we expect to see increased market volatility and a potential return of the positive correlation between bond and equities that was evident in the market...

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

  • Could ESG reporting rules spark an EU-US trade war?

    SHARE THIS The US presidential election in November continues to cast a long shadow, and as the race between the 45th (Donald Trump) and 46th (incumbent Joe Biden) presidents quickens, divisions have only widened. The investment world is no exception,...

    https://www.nikkoam.co.nz/articles/2024/could-esg-reporting-rules-spark-an-eu-us-trade-ward-2024

  • Balancing Act-Monthly insights: Multi-Asset Team-April 2024

    SHARE THIS Inflation uncertainty seems increasingly entrenched, which is less kind to developed market sovereign bonds. The US fiscal deficit is very large, and the Federal Reserve (Fed) is now in the challenging position of deciding when to cut rates....

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

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2024

    SHARE THIS Improving economic dynamics defy conventional logic of what one would expect from one of the most aggressive tightening cycles in history. However, if one considers the magnitude of the 2020 expansion in money supply, there is still...

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

  • Japan’s reform measures pave the way for an exceptional 2024

    SHARE THIS Last year, global investors turned their attention firmly towards Japan as a way of increasing their Asia exposure while avoiding perceived geopolitical and regulatory risks linked to China, and amid the high inflation environment dominating...

    https://www.nikkoam.co.nz/articles/2024/2402-japan-reform-measures

  • Balancing Act-Monthly insights: Multi-Asset Team-January 2024

    SHARE THIS The US economy continues to look robust, so we have stayed constructive on growth assets and short maturity global credit where yields are attractive. We still believe that the path to 2% inflation in the US is relatively unclear. If...

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

  • Navigating Japan Equities: Monthly Insights from Tokyo (January 2024)

    SHARE THIS This month we discuss why the equity market is relatively unaffected by the political scandal shaking Japan’s ruling party; we also assess how 2024 could become an inflection point in the country’s “savings to investments” drive.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-December 2023

    SHARE THIS Although we believe that the prospects for the economy remain mostly unchanged, the outlook is softer at the margins, perhaps reflecting the tightening of financial conditions seen during the recent months. Over the past month, however,...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-dec-2023

  • Corporate governance reform points to opportunities ahead in Japan equities

    SHARE THIS Japan may not be known for quick, sweeping reforms. However, developments in the country’s corporate governance over the last 10 years suggest that once changes are set in motion, they can have a deep and lasting impact, raising the value of...

    https://www.nikkoam.co.nz/articles/2023/corporate-governance-reform-points

  • Japan equity outlook 2024

    SHARE THIS We expect 2024 to be a year of domestic consolidation and long-term reform measures, where markets are driven more by Japan-specific events than by global factors. After decades of deflation, we see Japan as finally breaking out of this...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-outlook-2024

  • Balancing Act-Monthly insights: Multi-Asset Team-November 2023

    SHARE THIS We have held on to our view that the “higher for longer” narrative is not necessarily bad for equities, as robust earnings are supported by a US economy that continues to grow at above-trend rates. However, we are also sympathetic to the...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-nov-2023

  • Balancing Act-Monthly insights: Multi-Asset Team-October 2023

    SHARE THIS Defying seemingly broad sentiment that a slowdown is coming, the US economy continues to chug along, and bond yields are continuing to wake up to the monetary reality that long-term rates need to be repriced accordingly. The adjustment has...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-oct-2023

  • Balancing Act-Monthly insights: Multi-Asset Team-September 2023

    SHARE THIS The markets are pricing “higher for longer” with US Treasury 10-year yields pressing above their October 2022 highs, tempering enthusiasm across global equities into neutral sentiment territory. As inflation pressures continue to ease...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-sep-2023

  • Japan’s long-term value is getting unlocked

    SHARE THIS There’s more to Japan’s renaissance than relatively inexpensive valuations. Companies have become more receptive to corporate reform and shareholder engagement; Japan’s services sector is benefitting from a resumption in tourism; and, in...

    https://www.nikkoam.co.nz/articles/2023/2309-japans-long-term-value-is-getting-unlocked

  • Climate change solutions in Japan

    SHARE THIS The climate change crisis we are witnessing presents both challenges and opportunities. Focusing on the latter from an investment perspective, in our view asset managers are in a position to help facilitate society’s goals of reducing GHG...

    https://www.nikkoam.co.nz/articles/2023/2309-climate-change-solutions-in-japan

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