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Asian equity monthly – November 2020
SHARE THIS Asian stocks turned in strong gains in November, boosted by positive COVID-19 vaccine developments, rising hopes for better US-Asia ties under the leadership of US President-elect Joe Biden and stronger-than-expected economic data from...
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-november-2020 -
Global Investment Committee Outlook: Especially buoyant non-US equities
SHARE THIS Although some on the committee agreed with the market consensus for a moderate continuation of economic growth and equity markets, and a few were even more cautious, especially regarding increased fears of inflation later in 2021, the...
https://emea.nikkoam.com/articles/2020/global-investment-committee-outlook-especially-buoyant-non-us-equities -
Multi-asset monthly - December 2020
SHARE THIS While economic data is likely to remain soft, driven by the more recent lockdowns in the US and Europe, markets are rightly looking through the near-term gloom as impending vaccines for COVID-19 are showing the proverbial light at the end of...
https://emea.nikkoam.com/articles/2020/multi-asset-december-2020 -
ESG in the investment process
SHARE THIS Wealthy individuals across generations are interested in investing for environmental or social impact, but Millennials are by far the most active in evaluating and indeed, demanding these strategies.
https://emea.nikkoam.com/articles/2021/esg-in-the-investment-process -
Investing for the Long Term: 'Future Quality' Companies
SHARE THIS The Nikko Asset Management Global Equity team philosophy is based on the belief that investing in ‘Future Quality’ companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three...
https://emea.nikkoam.com/articles/2021/investing-for-the-long-term -
Beyond the pandemic: Identifying sources of alpha in Japan
SHARE THIS The global markets surged in 2020 despite the COVID-19 pandemic. While we expect the liquidity-driven rise to continue for a while, we should be prepared for the tide to eventually turn. We identify Japanese industries, notably “Delta ESG”...
https://emea.nikkoam.com/articles/2021/identifying-sources-of-alpha -
2021 Asian Equity Outlook
SHARE THIS Asian countries have, by and large, handled the COVID-19 pandemic better than their western counterparts and are now emerging from that nadir. Most of these countries have plenty of fiscal and/or monetary stimulus headroom. And this superior...
https://emea.nikkoam.com/articles/2021/asian-equity-outlook-2021 -
2021 Asian Fixed Income and FX Outlook
SHARE THIS We expect North Asia to continue to lead the region’s recovery (at least in the first half of the year). But we also expect the growth divergence between North Asia and the rest of the region to narrow. Unprecedented fiscal support from...
https://emea.nikkoam.com/articles/2021/asian-fixed-income-and-fx-outlook-2021 -
2021 China Equity Outlook
SHARE THIS Despite the pandemic, markets in China were resilient and we believe that they will continue to reach new highs in 2021. Structural factors that drove the Chinese markets in 2019 and 2020 remain intact and strong leadership enabled the...
https://emea.nikkoam.com/articles/2021/china-equity-outlook-2021 -
2021 Singapore Equity Outlook
SHARE THIS Following the negative performance of 2020, we believe 2021 could see better returns and a recovery for Singapore equities. We believe equity returns will remain supported by the re-opening of the Singapore economy and expect an improved...
https://emea.nikkoam.com/articles/2021/singapore-equity-outlook-2021 -
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...
https://emea.nikkoam.com/articles/2021/global-multi-asset-market-outlook-2021 -
2021 Japan Equity Outlook
SHARE THIS We believe 2021 will be remembered as a year that marked the beginning of the end of the COVID-19 crisis as the world develops vaccines to counter the pandemic. In Japan, we expect a gradual recovery of its economy in 2021, as the pandemic’s...
https://emea.nikkoam.com/articles/2021/japan-equity-outlook-2021 -
2021 Global Equity Outlook
SHARE THIS We continue to spend the vast majority of our time on company research and there are doubtless other observers better placed to predict which path that the market will go down, but it seems more likely to us that the future will look much...
https://emea.nikkoam.com/articles/2021/global-equity-outlook-2021 -
2021 New Zealand Fixed Income Outlook
SHARE THIS We can head into 2021 with New Zealand the envy of many. But it remains to be seen how long this euphoria will last. Agriculture and horticulture are both promising, and the technology sector has been touted as the next big thing, but...
https://emea.nikkoam.com/articles/2021/new-zealand-fixed-income-outlook-2021 -
2021 Global Credit Outlook
SHARE THIS The last 12 months have seen a significant rotation of topics discussed at investment meetings worldwide. The agenda has moved from macroeconomic data to infection rates, hospitalization rates, vaccinations and other issues related to the...
https://emea.nikkoam.com/articles/2021/global-credit-outlook-2021 -
2021 Emerging Markets Fixed Income Outlook
SHARE THIS Despite the devastating human and economic toll caused by the COVID-19 pandemic across the globe, and in many emerging economies in particular, emerging market debt investors were rewarded with positive returns in 2020, with local currency,...
https://emea.nikkoam.com/articles/2021/emerging-markets-outlook-2021 -
2021 Core Markets Fixed Income Outlook
SHARE THIS As European Commission President Ursla von der Leyen announced the free trade agreement with the UK and the EU, she quoted T.S. Eliot: “What we call the beginning is often the end. And to make an end is to make a beginning. The end is where...
https://emea.nikkoam.com/articles/2021/core-markets-fixed-income-outlook-2021 -
Global Strategy Thoughts for 2021
SHARE THIS US capitalism was built on large societal divisions, but sometimes such becomes intolerable and the majority of the population revolts. In this case, the virus accentuated the income divide and engendered even greater angst. However, during...
https://emea.nikkoam.com/articles/2021/global-strategy-thoughts-2021 -
Japan Equity Monthly - December 2020
SHARE THIS We look into the potential economic impact of Japan’s attempt to become carbon neutral. We also analyse why Japan’s fiscal condition draws little attention although the country is on course to spend a record amount in its upcoming budget.
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-december-2020 -
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://emea.nikkoam.com/articles/2020/asian-fixed-income-monthly-december-2020
