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Future Quality Insights -November 2023-New regime, new learning
SHARE THIS The last few quarters have been a good reminder that we are in a changing world. As a result, we need to focus always on investing in enduring franchises and we would suggest that our Future Quality approach is soundly placed in that regard....
https://emea.nikkoam.com/articles/2023/future-quality-insights-2311 -
Asian rates and FX outlook 2024
SHARE THIS We expect 2024 to be a year of higher returns and lower volatility for Asian local government bonds as US Treasury yields are seen stabilising. We also see Asian currencies firming against the dollar in 2024 as the Federal Reserve’s rate...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-and-fx-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 -
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 -
Japan’s reform measures pave the way for an exceptional 2024
SHARE THIS Last year, global investors turned their attention firmly towards Japan as a way of increasing their Asia exposure while avoiding perceived geopolitical and regulatory risks linked to China, and amid the high inflation environment dominating...
https://emea.nikkoam.com/articles/2024/2402-japan-reform-measures -
The Future Quality approach to navigating the AI arms race
SHARE THIS The emergence of AI has dramatically shifted the future pathway for the technology sector, and our research has found that this emerging structural trend chimes with our Future Quality principles.
https://emea.nikkoam.com/articles/2024/the-future-quality-approach -
Nikkei reaches all-time high: five reasons the rally will endure
SHARE THIS Despite the Nikkei reaching all-time highs in 2024, Japan is also experiencing a technical recession. Against that backdrop, Japanese Equity Investment Director Junichi Takayama offers five reasons why Japan’s economic resurgence still has...
https://emea.nikkoam.com/articles/2024/nikkei-reaches-all-time-high-2024 -
Harnessing Change - Monthly Insights: Asian Equity-February 2024
SHARE THIS We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can...
https://emea.nikkoam.com/articles/2024/asian-equity-february-2024 -
Future Quality Insights: healthcare offers diversification from market hot spots
SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...
https://emea.nikkoam.com/articles/2024/future-quality-insights-2024 -
Global Equity Quarterly Q1 2024
SHARE THIS Dreams have a place in the world. However, in stock markets, cashflows often serve as gravity when share prices display dream-like behaviour. Fortunately, our Future Quality philosophy, coupled with our consistent process of reviewing the...
https://emea.nikkoam.com/articles/2024/global-equity-quarterly-q1-2024 -
New Zealand Equity Monthly (April 2024)
SHARE THIS New Zealand is seeing its first set of climate-related disclosures. Under this regime which began in January 2023, large organisations release "climate statements" about the potential impact of their operations on the climate and vice versa,...
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-april-2024 -
Balancing Act-Monthly insights: Multi-Asset Team-June 2024
SHARE THIS Markets have continued their strong growth through 2024, as odds continue to grow that central banks are able to walk the tight rope and avoid any real slowdown of global growth. US inflation has remained above expectations. However, some...
https://emea.nikkoam.com/articles/2024/multi-asset-june-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-June 2024
SHARE THIS We favour South Korean, Indian and Philippine government bonds and have adopted a neutral stance on Indonesian bonds. Meanwhile, the fundamentals backdrop for Asian credit remains supportive.
https://emea.nikkoam.com/articles/2024/asian-fixed-income-june-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income (July 2024)
SHARE THIS We expect the broader trend of easing global yields, prompted by expectations for the Fed to begin lowering interest rates, to support a downward bias in Asian bond yields. We continue to favour Indian and Philippine government bonds over...
https://emea.nikkoam.com/articles/2024/asian-fixed-income-july-2024 -
Harnessing Change-Monthly Insights: Asian Equity (July 2024)
SHARE THIS India remains the long-term growth story in Asia and continues to attract fresh investment flows. China, on the other hand, has become the value play waiting for positive catalysts to turnaround sentiment.
https://emea.nikkoam.com/articles/2024/asian-equity-july-2024 -
Change as the only constant: investing in a world in transition
SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...
https://emea.nikkoam.com/articles/2024/change-as-the-only-constant-2024 -
From taboo to trend: the rise of shareholder activism in Japan
SHARE THIS Once considered taboo in Japan, shareholder activism has been evolving. Japanese equity market culture has been changing dramatically, enabling shareholders to be more vocal and sometimes even hostile towards the companies they invest in,...
https://emea.nikkoam.com/articles/2024/from-taboo-to-trend-the-rise-of-shareholder-2024 -
Global Investment Committee’s outlook: low risk no longer
SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.
https://emea.nikkoam.com/articles/2024/2410-gic-outlook-low-risk-no-longer -
Are China’s stimulus measures enough?
SHARE THIS The raft of stimuli recently unveiled in China is the most coordinated policy since the start of the country’s economic downturn. This, along with the start of the Fed’s monetary policy easing, represents key fundamental changes. However, as...
https://emea.nikkoam.com/articles/2024/2410-are-chinas-stimulus-enough -
New Zealand Equity Monthly (September 2024)
SHARE THIS Nikko AM NZ released its first annual “climate statement” under New Zealand’s new climate-related disclosures regime in July. The framework requires approximately 200 organisations, including large publicly listed companies, to release...
https://emea.nikkoam.com/articles/2024/nz-fixed-income-monthly-september-2024
