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On the Ground in Asia-Monthly Insights: Asian Fixed Income-June 2022
SHARE THIS Inflationary pressures accelerated in May across the region, due to higher transport and food prices. We maintain our preference for Malaysian bonds, as we believe that inflation will be better contained in Malaysia compared to other...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-june-22 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-July 2022
SHARE THIS We are taking a more constructive view in duration overall, as we believe that the markets have largely priced in hawkish Fed expectations. Among the low-yielding countries, we prefer Singapore and Hong Kong, while we like Malaysia and India...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-july-22 -
Japan Value Insights: Creating economic wealth by utilising forest resources
SHARE THIS Utilising and regenerating Japan’s ample forest resources by promoting a “wood cycle” could contribute to the creation of economic wealth and a net-zero carbon future.
https://emea.nikkoam.com/articles/2022/japan-value-2209 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-August 2022
SHARE THIS Inflationary pressures continued to remain elevated in July, as the headline CPI numbers in South Korea, Singapore, Indonesia and the Philippines increased, while those of Thailand and India moderated. During the month, the central banks of...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-august-22 -
2023 Asian credit outlook
SHARE THIS We believe that the benign macro backdrop should remain supportive for credit fundamentals in 2023. The fiscal deficits of Asian economies are expected to gradually narrow as the need for pandemic support decreases.
https://emea.nikkoam.com/articles/2023/asian-credit-outlook-2023 -
Future Quality Insights -May 2023-A bridge over troubled waters
SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...
https://emea.nikkoam.com/articles/2023/future-quality-insights-2305 -
Thoughts on the BOJ you might not have heard, but should consider
SHARE THIS Currently, there is a wide variety of predictions for the BOJ’s actions, with some expecting imminent hawkish decisions based upon some of Governor-nominee Kazuo Ueda’s “anti-distortion” comments, but changes are more likely to be gradual...
https://emea.nikkoam.com/articles/2023/thoughts-on-the-boj -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-February 2023
SHARE THIS Countries in the region took divergent monetary paths during the month. India and the Philippines raised their respective policy rates, while Indonesia and South Korea maintained their interest rates.
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-february-23 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2023
SHARE THIS Against a backdrop of a more stable bond market, we prefer relatively higher-yielding Philippine, India and Indonesian government bonds. In addition, there appears to be early signs suggesting that inflationary pressures in these countries...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-march-23 -
Balancing Act-Monthly insights: Multi-Asset Team-April 2023
SHARE THIS Market dynamics have changed quite considerably since mid-March after the regional bank failures in the US, which were quickly followed by turmoil at Credit Suisse leading to the bank’s forced marriage with UBS. The government response was...
https://emea.nikkoam.com/articles/2023/multi-asset-april-2023 -
Global Unconstrained Bond Strategy Q2 2023 outlook
SHARE THIS We present our Q2 2023 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
https://emea.nikkoam.com/articles/2023/global-unconstrained-bond-strategy-q2-2023 -
Towards a greener future: building credibility and demand for sustainability-linked bonds
SHARE THIS As the green bond market diversifies, Sustainability-Linked Bonds (SLBs) – which are linked to an issuer’s broader sustainability performance – have garnered significant investor attention and scrutiny. While the concept is compelling,...
https://emea.nikkoam.com/articles/2023/towards-a-greener-future -
Asset TV: Climate transition – threats and opportunities
SHARE THIS Nikko AM’s Head Portfolio Manager – Core Markets, Steven Williams, recently participated in Asset TV’s Masterclass on the threats and opportunities for investors in the climate transition. Here are the highlights of Steven’s contribution to...
https://emea.nikkoam.com/articles/2023/asset-tv-climate-transition-threats-and-opportunities-jul-23 -
Navigating Japan Equities: Monthly Insights from Tokyo (August 2023)
SHARE THIS Although the Bank of Japan tweaked its policy in July, we discuss why the move may have been a compromise given expectations the central bank will wait for more concrete signs of inflation before taking a more significant step; we also...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-august-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (September 2023)
SHARE THIS This month we take a closer look at Japan’s 2Q GDP surge and analyse the factors that could offset a potential slowdown in exports; we also assess why the markets are less perturbed by a weak yen compared to a year ago and discuss the...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-september-2023 -
Five Years of Disruptive Innovation
SHARE THIS To mark five years since the launch of the Nikko AM ARK Disruptive Innovation Fund, Nikko AM and ARK Invest take a look at the five primary innovation platforms, their achievements over the last five years, and our expectations for them...
https://emea.nikkoam.com/articles/2023/five-years-of-disruptive-innovation -
India’s transformational trends
SHARE THIS Structural reforms, investments in energy transition, rising consumption and vast improvement in India’s infrastructure, productivity and manufacturing sector are expected to bolster the country’s next phase of economic growth and...
https://emea.nikkoam.com/articles/2023/2309-indias-transformational-trends -
Global Equity Quarterly (Q4 2022)
SHARE THIS Current equity market conditions dictate that you choose your investment attire particularly carefully. In our view, buying profitless technology companies is like going up a Scottish mountain wearing flip-flops. You might get away with it,...
https://emea.nikkoam.com/articles/2023/global-equity-quarterly-q4-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (October 2023)
SHARE THIS This month we discuss the timing of Japan’s savings to investments push as assets held by households hit a record high; we also look at the rise in the domestic long-term yield to a 10-year peak and assess its potential impact on the equity...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-october-2023 -
Assessing the impact of Green Bonds
SHARE THIS The Green Bond market has experienced tremendous growth since 2007, but despite its rapid success, there are still barriers to overcome. In particular, assessing the impact of Green Bonds continues to be a contentious topic.
https://emea.nikkoam.com/articles/2023/2311-assessing-the-impact-of-green-bonds
