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Asian credit outlook 2024
SHARE THIS We expect fundamentals and technical backdrop for Asian credit to remain supportive in 2024. However, valuation is a challenge with current Asian high-grade spreads near historical lows. The myriad cyclical and structural factors driving the...
https://emea.nikkoam.com/articles/2023/asian-credit-outlook-2024 -
ASEAN equity outlook 2024
SHARE THIS We believe ASEAN will offer good pockets of growth and quality opportunities, as well as earnings resilience and protection amid some of the prevailing global macro headwinds.
https://emea.nikkoam.com/articles/2023/asean-equity-outlook-2024 -
Singapore equity outlook 2024
SHARE THIS We believe that our “New Singapore” narrative focusing on sectors and companies that represent the future of the city-state will remain relevant in 2024. Energy transition has risen to prominence within the New Singapore narrative in...
https://emea.nikkoam.com/articles/2023/singapore-equity-outlook-2024 -
Asian equity outlook 2024
SHARE THIS Considering that major tech companies are profitable, cash rich and cannot afford to lose out in the highly competitive AI race, spending on high-end computing and neural networks looks set to continue in 2024. This will likely create a...
https://emea.nikkoam.com/articles/2023/asian-equity-outlook-2024 -
Global macro outlook 2024
SHARE THIS Much like this report in 2023, global conditions will remain unique and defy a confident overall summary; thus, here are ten predictions on some particularly noteworthy factors.
https://emea.nikkoam.com/articles/2023/global-macro-outlook-2024 -
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://emea.nikkoam.com/articles/2023/japan-equity-outlook-2024 -
Global fixed income outlook 2024
SHARE THIS We present our 2024 outlook for sustainable fixed income, core markets and credit markets.
https://emea.nikkoam.com/articles/2023/global-fixed-income-outlook-2024 -
Global equity outlook 2024
SHARE THIS We are heading into a changing world, where the more recent past can no longer be relied on to guide our path forward. But we are not blindfolded. There are tools we can use to provide a greater degree of certainty. Our Future Quality...
https://emea.nikkoam.com/articles/2023/global-equity-outlook-2024 -
New Zealand Fixed Income Monthly – November 2023
SHARE THIS Amid significantly negative returns in both the equity and fixed income markets at the end of last year, it was thought that 2023 would be the “year of the bond”. As we near the end of 2023, however, the bond market is still yet to live up...
https://emea.nikkoam.com/articles/2023/nz-fixed-income-monthly-nov-23 -
New Zealand Equity Monthly – November 2023
SHARE THIS November was a stronger month for equities given that central banks around the world began suggesting that interest rates have peaked. While we do not expect to see any rate cuts in the near term, investors appear to believe that the worst...
https://emea.nikkoam.com/articles/2023/nz-equity-monthly-nov-23 -
Global multi-asset outlook 2024
SHARE THIS Our investment themes for 2024 focus on key features of a world in transition. They include higher-for-longer rates, production shortages in natural resources and the search for new sources of productivity. Transitions are never easy, and...
https://emea.nikkoam.com/articles/2023/global-multi-asset-outlook-2024 -
Navigating Japan Equities: Monthly Insights from Tokyo (December 2023)
SHARE THIS We discuss how a bullish year for Japan equities has brought what was previously out of sight into view and analyse focal points for the market as we head into 2024; we also assess how focusing on efficiency and growth could be the way...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-december-2023 -
Harnessing Change - Monthly Insights: Asian Equity-November 2023
SHARE THIS Despite short-term negatives, we believe that China continues to offer ample long-term growth opportunities as the country pivots towards advanced manufacturing and technology. Elsewhere, some of the best growth stories globally could be...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-nov-2023 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2023
SHARE THIS We expect sentiment toward Asia’s bond markets to turn increasingly positive in 2024. We also expect macro and corporate credit fundamentals across Asia ex-China to stay resilient on the back of fiscal buffers, although slower economic...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-nov-23 -
Global Investment Committee’s outlook
SHARE THIS We expect poor 1Q24 returns for MSCI World after the 4Q23 surge, but a more positive trend for the rest of 2024. Regionally, we much prefer Japan in the year ahead. Our view on global bonds for USD-based investors is that they are preferred...
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2312 -
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://emea.nikkoam.com/articles/2023/corporate-governance-reform-points -
New Zealand markets outlook 2024: the only certainty is more uncertainty
SHARE THIS Given the volume of quality defensive companies with relatively high dividend yields, higher for longer interest rates are a significant headwind for New Zealand’s equity markets. Alongside these, the country’s globally-focused export...
https://emea.nikkoam.com/articles/2023/new-zealand-markets-outlook-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://emea.nikkoam.com/articles/2023/multi-asset-dec-2023 -
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://emea.nikkoam.com/articles/2024/japan-equity-monthly-january-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2023
SHARE THIS We expect macro and corporate credit fundamentals across Asia ex-China to stay resilient due to fiscal buffers although slower economic growth seems to loom over the horizon.
https://emea.nikkoam.com/articles/2024/asian-fixed-income-monthly-dec-23
