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Multi-asset monthly - January 2021
SHARE THIS 2020 will undoubtedly be remembered as the year of the pandemic. While in financial market terms it is now tempting to think of COVID-19 as old news, the virus still presents substantial risks to the economic outlook.
https://emea.nikkoam.com/articles/2021/multi-asset-january-2021 -
Press Release - Nikko AM Wins Three Categories in Asia Asset Management’s 2021 Best of the Best Awards
SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2021 Best of the Best Awards Nikko Asset Management (Nikko AM) is proud to win three categories at the Asia Asset Management 2021 Best of the Best Country Awards. In Japan, Nikko AM...
https://emea.nikkoam.com/media-center/press-releases/2021/press-releases-210127-01 -
Multi-asset Monthly - May 2021
SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.
https://emea.nikkoam.com/articles/2021/multi-asset-may-2021 -
Are rising yields a concern for Asian REITs?
SHARE THIS We believe that Asian REITs will continue to perform well while the economic recovery in Asia and the rest of the world remains strong and as long as the rise in bond yields do not become excessive.
https://emea.nikkoam.com/articles/2021/are-rising-yields-a-concern-for-asian-reits -
Multi-asset Monthly - June 2021
SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...
https://emea.nikkoam.com/articles/2021/multi-asset-june-2021 -
Multi-asset Monthly - July 2021
SHARE THIS The US and China are likely reaching peak growth as stimulus and the initial burst of pent-up demand begin to wane. In China, while the credit impulse has turned negative—usually an ominous sign—demand continues to normalise, shifting from...
https://emea.nikkoam.com/articles/2021/multi-asset-july-2021 -
New Zealand Equity Monthly - June 2021
SHARE THIS This month, we take a look at the current state and prospects of New Zealand’s five main electricity generators/retail providers. Almost all the electricity in New Zealand is generated by five companies: Genesis Energy, Contact Energy,...
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-june-21 -
Multi-asset Monthly - August 2021
SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.
https://emea.nikkoam.com/articles/2021/multi-asset-august-2021 -
Press Release - 20220126
SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2022 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) won in four categories at the Asia Asset Management 2022 Best of the Best Country Awards. In Japan, Nikko AM...
https://emea.nikkoam.com/media-center/press-releases/2022/press-releases-220126 -
Riding ASEAN’s growth renaissance: Three high conviction themes
SHARE THIS Amid today’s incessant chatter of rising inflation and global recession fears, we identify three high conviction themes driving a growth renaissance in ASEAN: electric vehicles (EVs), digitalisation and a revival by the old industrial...
https://emea.nikkoam.com/articles/2022/riding-asean-growth-renaissance-june-2022 -
Press Release - 20220714_01
SHARE THIS Nikko Asset Management Joins LGBT Great as its First Japanese Asset Manager Nikko Asset Management Co., Ltd. (Nikko AM) has announced that it has become the first asset manager headquartered in Japan to join as a member of “LGBT Great”....
https://emea.nikkoam.com/media-center/press-releases/2022/press-releases-220714_01 -
Asia bonds: Calmer seas ahead
SHARE THIS We explain why we are more positive on Asia bonds than we were at the beginning of 2022. To begin with, inflation in Asia is less severe compared to other regions, lessening the need for Asian central banks to tighten aggressively. This...
https://emea.nikkoam.com/articles/2022/asia-bonds-calmer-seas-ahead -
The future looks bright for Asia’s equity markets
SHARE THIS Asia continues to offer opportunities in terms of attractive companies; on a relative basis, Asian markets look set to outperform as the region becomes an even more important part of the global economy.
https://emea.nikkoam.com/articles/2022/the-future-looks-bright-for-asias-equity-markets -
Resilience and attractiveness of Asian local bonds
SHARE THIS Asian local currency bonds are expected to thrive as the region’s central banks end their rate hike cycle on the back of easing inflation. We believe that strong fundamentals, high-quality yields and limited foreign ownership are other...
https://emea.nikkoam.com/articles/2023/resilience-and-attractiveness-of-asian-local-bonds -
Asia’s healthcare opportunities
SHARE THIS In Asia, where healthcare innovation and investment are borne from a critical need, the region’s healthcare industry today is where its technology industry was in the 2000s, meaning that a decade of investment is beginning to bear fruit.
https://emea.nikkoam.com/articles/2023/asias-healthcare-opportunities -
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 -
Is this the year when investors consign home bias to history?
SHARE THIS Home bias might be an understandable trait for investors, but in the current environment a lack of meaningful international diversification—particularly towards the Asia-Pacific region—risks leaving substantial amounts of investment returns...
https://emea.nikkoam.com/articles/2024/is-this-the-year-when-investors-consign-home-bias-to-history -
Time to revisit Chinese bonds from a global portfolio perspective
SHARE THIS Recently, China has been frequently appearing in global headlines, although many of these stories are not particularly encouraging. Amidst a fixation with the slowdown in the world’s second-largest economy, global markets may be missing the...
https://emea.nikkoam.com/articles/2024/time-to-revisit-chinese-bonds-2024 -
Press Release - 250321_01
SHARE THIS Nikko AM Wins Asset Class Award in the AsianInvestor Asset Management Awards 2025 Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 20 March for an Asset Class Award in the Japan Equity category of AsianInvestor’s Asset Management...
https://emea.nikkoam.com/media-center/press-releases/2025/press-release-250321_01 -
In response to Liberation Day tariffs
SHARE THIS We discuss the implications of the expansive new tariffs unveiled by the US and explore the effects on markets, consumer sentiment and potential future outcomes from a Japanese market perspective.
https://emea.nikkoam.com/articles/2025/liberation-day-tariffs-april-2025
