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New Zealand Equity Monthly - May 2021
SHARE THIS The New Zealand equity market has been blessed by strong upward revisions in corporate earnings and a robust macro framework, with the country further along than its peers in a V-shaped recovery from a COVID-19-induced downturn.
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-may-21 -
Ample upside room for slow recovering J-REITs
SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...
https://emea.nikkoam.com/articles/2021/ample-upside-room -
What the Biden win could mean for Japanese equities
SHARE THIS We assess the US election outcome from the perspective of the Japanese equity market, focusing on the economic and policy changes that are expected to accompany the change in US leadership.
https://emea.nikkoam.com/articles/2020/what-the-biden-win -
Multi-asset monthly - March 2021
SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.
https://emea.nikkoam.com/articles/2021/multi-asset-march-2021 -
What can investors expect from a Kishida government?
SHARE THIS As expected by most observers, Mr. Kishida won the Liberal Democratic Party presidential election in the second round with a sturdy, though not overwhelming, 60% of the vote. He will be formally named prime minister next week and will likely...
https://emea.nikkoam.com/articles/2021/investors-expects-kishida-government -
A big comeback: Rising fortunes of Asia’s small caps
SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...
https://emea.nikkoam.com/articles/2022/rising-fortunes-asian-small-caps-2210 -
Net zero made in Asia
SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...
https://emea.nikkoam.com/articles/2023/net-zero-made-in-asia -
Exploring Asia’s investment megatrends: consumption, healthcare and net zero
SHARE THIS Right now, three megatrends are widely prevalent across Asia which look like significant drivers of investment growth for many years to come. These megatrends are consumption, healthcare and the net zero transition.
https://emea.nikkoam.com/articles/exploring-asia’s-investment-megatrends-consumption,-healthcare-and-net-zero -
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 -
Global multi-asset outlook 2025
SHARE THIS Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...
https://emea.nikkoam.com/articles/2024/global-multi-asset-outlook-2025 -
US tariffs: the high-stakes games begin
SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...
https://emea.nikkoam.com/articles/2025/us-tariffs-highstakes-games-begin-april-2025 -
Navigating Japan Equities (November 2024): view of lower house elections
SHARE THIS In a move that reflected their disapproval of Japan's ruling coalition, voters deprived it of a lower house majority. While this outcome may not have a direct impact on the market, it is important to monitor the impact of political...
https://emea.nikkoam.com/articles/2024/view-of-lower-house-elections-2024 -
Nikko AM Hosts Internship for Syrian Refugees
SHARE THIS Press Release Nikko AM Hosts Internship for Syrian Refugees Nikko Asset Management Co., Ltd. (Nikko AM) has hosted its first internship for Syrian graduate school students, welcoming three participants and providing them with experience and...
https://emea.nikkoam.com/media-center/press-releases/2019/nikko-am-hosts-internship-for-syrian-refugees -
BOJ stands pat on policy but paves way for future rate hikes
SHARE THIS The Bank of Japan kept interest rates steady as expected while upping its CPI forecast, paving the way for future rate hikes. Any further hawkish stance by the BOJ may depend on the persistence of positive real wages and inflation's impact...
https://emea.nikkoam.com/articles/2024/boj-stands-pat-policy-april-2024 -
Nikko AM Fund Receives MercerMPAAward (Japan) 2012
SHARE THIS Nikko AM Fund Receives MercerMPAAward (Japan) 2012
https://emea.nikkoam.com/media-center/press-releases/2012/20120724 -
Nikko AM continues expansion with appointment of International and Japan CIOs
SHARE THIS Nikko AM continues expansion with appointment of International and Japan CIOs
https://emea.nikkoam.com/media-center/press-releases/2012/20121204 -
Nikko AM wins “Best Japan Fund House” for third year at Asian Investor’s Investment Performance Awards 2013
SHARE THIS Nikko AM wins “Best Japan Fund House” for third year at Asian Investor’s Investment Performance Awards 2013
https://emea.nikkoam.com/media-center/press-releases/2013/20130430 -
Nikko AM Japan Enhanced Index Strategy Wins Mercer MPA Award 2013 for Outstanding Performance
SHARE THIS Nikko AM Japan Enhanced Index Strategy Wins Mercer MPA Award 2013 for Outstanding Performance
https://emea.nikkoam.com/media-center/press-releases/2013/20130708 -
Nikko AM: Japan household financial net worth at record high, result of the ‘Abenomics Wealth Effect’
SHARE THIS Nikko AM: Japan household financial net worth at record high, result of the ‘Abenomics Wealth Effect’
https://emea.nikkoam.com/media-center/press-releases/2013/20131108-1 -
Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year; Wage growth expected in early 2014
SHARE THIS Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year; Wage growth expected in early 2014
https://emea.nikkoam.com/media-center/press-releases/2013/20131202-01
