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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.
https://emea.nikkoam.com/articles/2022/global-multi-asset-outlook-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://emea.nikkoam.com/articles/2021/multi-asset-december-2021 -
New Zealand Equity Monthly – November 2021
SHARE THIS COP26 included a pledge by New Zealand and 100 other countries to achieve 30% cuts in methane emissions by 2030. Similar progress is being seen in the area of corporate disclosure as New Zealand is set to have its first climate-related...
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-november-21 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2021
SHARE THIS Following the emergence of the new Omicron COVID-19 variant and with the World Health Organization declaring its concern, we hold a neutral view on duration in the near term and a slightly cautious stance on Asia currencies.
https://emea.nikkoam.com/articles/2021/asian-fixed-income-monthly-november-21 -
New Zealand Fixed Income Monthly - November 2021
SHARE THIS New Zealand faces the same kind of uncertainties other countries are confronting due to the global pandemic. But New Zealand, in some ways, has been in the vanguard of recovery from the COVID-19 outbreak.
https://emea.nikkoam.com/articles/2021/nz-fixed-income-monthly-november-21 -
Featured Article 7 (Investment Outlook 2022)
SHARE THIS Investment Outlook 2022 A collection of our views on the outlook for the year ahead.
https://emea.nikkoam.com/articles/featured-article-7 -
Navigating Japan Equities: Monthly Insights from Tokyo (January 2022)
SHARE THIS We expect Japanese equities to rise significantly in 2022, supported by factors such as the government’s fiscal and coronavirus policies, the reshuffling of the Tokyo Stock Exchange (TSE) and robust exports.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-january-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2021
SHARE THIS Taiwan and South Korea were buoyed by strong exports as sustained global demand for electronics supported hardware tech stocks amid widespread supply chain disruptions. The ASEAN region saw mixed returns. Thailand was the best performer as...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-december-2021 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2021
SHARE THIS On the back of uncertainties surrounding Omicron and major central banks turning hawkish, we deem it prudent to hold a slightly cautious stance on duration, as well as a slightly defensive stance on Asian currencies.
https://emea.nikkoam.com/articles/2021/asian-fixed-income-monthly-december-21 -
Global Equity Investment Outlook 2022
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https://emea.nikkoam.com/articles/2022/investment-outlook-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://emea.nikkoam.com/articles/2022/multi-asset-january-2022 -
Global Equity Quarterly (Q4 2021)
SHARE THIS An ability to look forward to better times and remain optimistic is invaluable. These attributes are no less helpful when investing in equities. Whilst you can get an unpleasant surprise from misjudging the direction of the tide while...
https://emea.nikkoam.com/articles/2021/global-equity-quarterly-q4-emea_americas-2021 -
Japan Value Outlook 2022
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https://emea.nikkoam.com/articles/2022/japan-value-outlook-2022 -
Thoughts for seasick investors
SHARE THIS It would not be surprising if the major swings in the markets and macroeconomic conditions, including historic central bank shifts, have made most investors somewhat seasick. Recently on a day-to-day basis, markets seem to react quite...
https://emea.nikkoam.com/articles/2022/thoughts-for-seasick-investors -
India: Reaping growth from change
SHARE THIS Going back to India for a month after two long years of not being able to visit my family, I was pleasantly surprised by the new normal. While there has been much adversity, COVID-19 has also sparked positive change, especially on technology...
https://emea.nikkoam.com/articles/2022/india-reaping-growth-from-change -
New Zealand Fixed Income Monthly – January 2022
SHARE THIS Inflation is creating challenges for the New Zealand bond market and economy. In line with bond markets around the world, New Zealand’s market has had a difficult start to 2022. Bond yields and interest rates in general have been climbing as...
https://emea.nikkoam.com/articles/2022/nz-fixed-income-monthly-january-22 -
New Zealand Equity Monthly – January 2022
SHARE THIS We see the volatility in the New Zealand markets as an opportunity to focus on new companies for which we have a high degree of confidence in their earnings.
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-january-22 -
Differentiation through engagement: Opportunities in Japan equities
SHARE THIS We highlight the increasing importance of engagement in Japan, explain how it could be the key to unlocking the long-underperforming Japanese market’s potential, and assess how it can lead to the generation of alpha.
https://emea.nikkoam.com/articles/2022/differentiation-through-engagement -
US Federal Reserve: Approaching lift-off
SHARE THIS Increasing expectations of a more aggressive Fed tightening cycle have led to a sell-off in US Treasuries. We share our thoughts on what this means for investors in 2022 and discuss our outlook for Asian bond markets.
https://emea.nikkoam.com/articles/2022/us-federal-reserve-approaching-lift-off -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-January 2022
SHARE THIS Asian stocks had a tough start to 2022 amid concerns that persistent inflation could cause any tightening by the US Federal Reserve (Fed) to be more aggressive than expected. For the month, the MSCI AC Asia ex Japan Index fell by 3.10% in US...
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-january-2022
