EMEA
Search Nikko AM
-
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
SHARE THIS
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 -
Balancing Act-Monthly insights: Multi-Asset Team-February 2022
SHARE THIS The outlook is currently challenging. Tightening is coming, but it is not here yet and in the meantime current policy remains quite accommodative. There is no doubt that extremely easy policy boosted equity prices, which were reinforced by...
https://emea.nikkoam.com/articles/2022/multi-asset-february-2022 -
Future Quality Insights – February 2022 - History rhymes
SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...
https://emea.nikkoam.com/articles/2022/future-quality-insights-2202 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2022
SHARE THIS Policy actions by monetary authorities diverged across the region; we remain cautious on bonds of low yielding countries and regional currencies.
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-january-22 -
Navigating Japan Equities: Monthly Insights from Tokyo (February 2022)
SHARE THIS We analyse the course the Bank of Japan could take as other major central banks move towards policy change; we also take a deeper look into Japan’s strong exports, which are expected to keep buoying the economy in 2022.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-february-2022 -
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.
https://emea.nikkoam.com/articles/2022/russia_ukraine_conflict_nikkoam_views -
Japan’s “show me the money” corporate governance: 4Q record high
SHARE THIS The just released 4Q CY21 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.
https://emea.nikkoam.com/articles/2022/japan-show-money-corporate-governance-4q -
Navigating Japan Equities: Monthly Insights from Tokyo (March 2022)
SHARE THIS This month we discuss how higher long-term yields could impact Japanese stocks; we also focus on how robust exports could play a role in boosting the country’s long stagnant wage growth.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-march-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-February 2022
SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-february-2022 -
New Zealand Equity Monthly – February 2022
SHARE THIS The New Zealand market recovered well from the global plunge in equities seen in response to Russia’s invasion of Ukraine on 24 February. The current events in Europe have had very little immediate impact on New Zealand, particularly from a...
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-february-22 -
New Zealand Fixed Income Monthly – February 2022
SHARE THIS We think the New Zealand bond market looks very attractive relative to the rest of the world given how high our interest rates are. At the same time, we certainty aren’t immune to developments in the rest of the world, particularly the US,...
https://emea.nikkoam.com/articles/2022/nz-fixed-income-monthly-february-22
