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Balancing Act-Monthly insights: Multi-Asset Team-April 2022
SHARE THIS Relief rallies are always encouraging but do not necessarily portray parting clouds for a return to “normal” market conditions. The market is still digesting a rather dizzying array of challenging dynamics that have unfolded quickly over the...
https://emea.nikkoam.com/articles/2022/multi-asset-april-2022 -
Ground-level observations from China
SHARE THIS A trip back to China provided an opportunity to experience first-hand the impact innovative technology and digitalisation is having on a fast-changing urban society.
https://emea.nikkoam.com/articles/2022/ground-level-observations-from-china -
Navigating Japan Equities: Monthly Insights from Tokyo (May 2022)
SHARE THIS We discuss the implications of the weak yen, now considered by some as a menace rather than a blessing, for the Japanese market and economy. We also explain the potential impact of higher energy and commodity prices.
https://emea.nikkoam.com/articles/2022/navigating-japan-equities-monthly-insight -
Global Unconstrained Bond Strategy Q2 2022 Outlook
SHARE THIS We present our Q2 2022 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
https://emea.nikkoam.com/articles/2022/global-unconstrained-bond-strategy-q2 -
Despite fearmongering on demographics, Japan’s business has soared
SHARE THIS Pundits need to be careful about scaring people regarding Japan and, thus, harming its economic future. This is especially true regarding recent high profile, wildly exaggerated tweets about demographics, a decades-old theme; clearly, this...
https://emea.nikkoam.com/articles/2022/despite-fearmongering-demographics-japan -
New Zealand Equity Monthly – April 2022
SHARE THIS This month we turn our focus to developments in China and their impact on New Zealand companies. New Zealand’s trade with China expanded by 22% in 2021 despite COVID-19 having an impact throughout the year. This highlights the incredible...
https://emea.nikkoam.com/articles/2022/new-zealand-equity-monthly-april-2022 -
New Zealand Fixed Income Monthly – April 2022
SHARE THIS It has still been a tough year so far for New Zealand bonds amid pressure from inflation. That said, the market in New Zealand has been an outperformer among global peers since the beginning of 2022.
https://emea.nikkoam.com/articles/2022/nz-fixed-income-monthly-april-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2022
SHARE THIS Asian markets were downcast in April as investors were concerned about inflation and the likelihood of a larger-than-expected rate hike by the US Federal Reserve. For the month, the MSCI AC Asia ex Japan Index fell by 5.2% in US dollar (USD)...
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-april-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-April 2022
SHARE THIS Increasing energy and food prices were the main factors that pushed most regional headline CPI prints higher in March. The Monetary Authority of Singapore aggressively tightened FX policy while China stepped up both monetary and fiscal...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-april-22 -
Balancing Act-Monthly insights: Multi-Asset Team-May 2022
SHARE THIS The outlook is increasingly clouded as markets come to terms with a Fed that may do “whatever it takes” to contain inflation. Given that current inflationary pressures appear to be mainly driven by supply-side constraints and rising energy...
https://emea.nikkoam.com/articles/2022/multi-asset-team-may-2022 -
Harnessing Change: An investment philosophy for Asia
SHARE THIS Change is both more prevalent and significant in Asian markets. We believe that seeking to understand it is essential to deliver sustainable returns.
https://emea.nikkoam.com/articles/2022/harvesting-growth-may-22 -
Future Quality Insights – June 2022 - Revolutions and war: The start of an energy broadband boom
SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...
https://emea.nikkoam.com/articles/2022/future-quality-insights-2206 -
Japan’s “show me the money” corporate governance: 1Q record high
SHARE THIS The just-released 1Q CY22 data on aggregate corporate profits in Japan was positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average. Both the non-financial service and manufacturing...
https://emea.nikkoam.com/articles/2022/japan-show-money-corporate-governance-1q -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-May 2022
SHARE THIS Asian equity markets rose marginally in May, boosted by Shanghai’s plan to lift COVID-19 restrictions, even as the US Federal Reserve raised its benchmark overnight interest rate by 50 basis points. For the month, the MSCI AC Asia ex Japan...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-may-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (June 2022)
SHARE THIS This month we explain why losses by Japanese equities so far in 2022 have been limited relative to their peers; we also assess the positive impact a return of inbound tourism could have on Japan’s economy and markets.
https://emea.nikkoam.com/articles/2022/navigating-japan-equities-monthly-insight-june-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-May 2022
SHARE THIS We prefer Malaysian bonds, as we are of the view that inflation will be relatively better contained in Malaysia. We are keeping a neutral view on duration for low-yielding regions and countries such as Hong Kong, Singapore and Thailand. On...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-may-22 -
New Zealand Fixed Income Monthly – May 2022
SHARE THIS The beleaguered New Zealand bond market received some respite in May, while the Reserve Bank of New Zealand raised the Official Cash Rate by 50 basis points to 2%, with the market pricing in the central bank hiking rates again in July and...
https://emea.nikkoam.com/articles/2022/nz-fixed-income-monthly-may-2022 -
New Zealand Equity Monthly – May 2022
SHARE THIS Recent results in the New Zealand retirement sector have been strong almost across the board, with operators of retirement villages posting high sales of both new stock and existing units. Independent valuations of retirement village assets...
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-may-22 -
Japan’s “new form of capitalism” in review
SHARE THIS We review the “new form of capitalism”, a government plan to boost economic growth initiated by Japanese Prime Minister Fumio Kishida, who is enjoying a high public approval rating ahead of a closely watched upper house election.
https://emea.nikkoam.com/articles/2021/japans-new-from-capitalism-review -
Featured Article (Pride Month 2023)
SHARE THIS Nikko AM celebrates Pride Month 2023 Read our colleagues’ comments on Pride Month.
https://emea.nikkoam.com/articles/2023/featured-article-11
