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Balancing Act-Monthly insights: Multi-Asset Team-June 2022
SHARE THIS Defined as negative growth for two consecutive quarters, a recession is certainly in the realm of possibilities (if not probable). However, it may be more a reflection of continued extreme economic volatility following the COVID-19 pandemic,...
https://emea.nikkoam.com/articles/2022/multi-asset-team-june-2022 -
Balancing Act-Monthly insights: Multi-Asset Team-July 2022
SHARE THIS The East and West appear to be headed in different directions. The East may benefit from China’s easing and supportive growth characteristics. Meanwhile, the West is mired in slowing growth, excessive levels of inflation and central banks...
https://emea.nikkoam.com/articles/2022/multi-asset-july-2022 -
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 -
Balancing Act-Monthly insights: Multi-Asset Team-August 2022
SHARE THIS The shift in market narratives continues to gather pace, matching the increase in volatility of the economic cycle seen since the beginning of the pandemic. Central banks are generally aiming to smooth the economic cycle, but this time they...
https://emea.nikkoam.com/articles/2022/multi-asset-august-2022 -
Balancing Act-Monthly insights: Multi-Asset Team-September 2022
SHARE THIS The world is fast entering the adjustment phase as deglobalisation is accelerating, requiring new solutions and investment to clear new imbalances from energy supply to labour and eventually normalise inflation.
https://emea.nikkoam.com/articles/2022/multi-asset-september-2022 -
Global Unconstrained Bond Fund Q4 2022 Outlook
SHARE THIS We present our Q4 2022 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
https://emea.nikkoam.com/articles/2022/global-unconstrained-bond-fund-q4-2022-outlook -
Balancing Act-Monthly insights: Multi-Asset Team-December 2022
SHARE THIS While we do not expect the US Federal Reserve to pivot any time soon towards easing policy, the firm break in dollar momentum perhaps reflects a shift in the relative growth story which had favoured the US towards one focused on the rest of...
https://emea.nikkoam.com/articles/2022/multi-asset-december-2022 -
Balancing Act-Monthly insights: Multi-Asset Team-January 2023
SHARE THIS In our view, the change from dollar strength to relative weakness is meaningful for the shift in relative growth prospects, favouring the rest of the world over the US.
https://emea.nikkoam.com/articles/2023/multi-asset-january-2023 -
Balancing Act-Monthly insights: Multi-Asset Team-February 2023
SHARE THIS Growth prospects look to be improving—a sharp shift from late 2022 when the markets had strong conviction that a first half slowdown was to be followed by a better second half.
https://emea.nikkoam.com/articles/2023/multi-asset-february-2023 -
Today’s surgical robot, tomorrow’s robot surgeon
SHARE THIS Considered to be one of the greatest modern-day medical breakthroughs, robotic surgery is revolutionising surgical practices around the world. The breakthrough is particularly prominent in China, which could be the next growth frontier for...
https://emea.nikkoam.com/articles/2023/todays-surgical-robot-tomorrows-robot-surgeon -
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 -
Balancing Act-Monthly insights: Multi-Asset Team-May 2023
SHARE THIS Currently, we believe that valuations look stretched (mainly in the US) and volatility too low to justify that a new bull market is at hand, given the plethora of risks. We remain constructive on China's recovering demand and new sources of...
https://emea.nikkoam.com/articles/2023/multi-asset-may-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-May 2023
SHARE THIS As the developed world continues to struggle with inflation and a lack of growth, Asia stands out as the bright spot, with inflation well in check and monetary cycles peaking ahead of the West. Growth in Asia is also expected to outperform...
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-may-2023 -
Balancing Act-Monthly insights: Multi-Asset Team-June 2023
SHARE THIS The divergence in growth outlook reflected in equities continues to widen, as secular growth in the form of tech and artificial intelligence (AI) developments appears to have the upper hand in determining the overall market direction. This...
https://emea.nikkoam.com/articles/2023/multi-asset-june-2023 -
Press Release - 20230707_01
SHARE THIS Nikko AM and Osmosis (Holdings) Limited Enter into Agreement for Strategic Partnership Nikko Asset Management together with Osmosis (Holdings) Limited hereby announce that they have entered into a non-binding agreement for a strategic...
https://emea.nikkoam.com/media-center/press-releases/2023/press-release-230707_01 -
Balancing Act-Monthly insights: Multi-Asset Team-July 2023
SHARE THIS While market positioning has shifted towards a more constructive outlook, the macroeconomic mood has not. Rather, persistent upside pressures in equity markets have forced investors back into the market so they do not fall too far behind...
https://emea.nikkoam.com/articles/2023/multi-asset-jul-2023 -
Balancing Act-Monthly insights: Multi-Asset Team-August 2023
SHARE THIS The economic wheels continue to turn forward, surprising many given that the Federal Reserve lifted the overnight target rate to 5.5%, a level not seen since 2001. It is also above the top rate of 5.25% seen back in 2006–2007, before rate...
https://emea.nikkoam.com/articles/2023/multi-asset-aug-2023 -
Climate change solutions in Japan
SHARE THIS The climate change crisis we are witnessing presents both challenges and opportunities. Focusing on the latter from an investment perspective, in our view asset managers are in a position to help facilitate society’s goals of reducing GHG...
https://emea.nikkoam.com/articles/2023/2309-climate-change-solutions-in-japan -
Japan’s long-term value is getting unlocked
SHARE THIS There’s more to Japan’s renaissance than relatively inexpensive valuations. Companies have become more receptive to corporate reform and shareholder engagement; Japan’s services sector is benefitting from a resumption in tourism; and, in...
https://emea.nikkoam.com/articles/2023/2309-japans-long-term-value-is-getting-unlocked -
Balancing Act-Monthly insights: Multi-Asset Team-September 2023
SHARE THIS The markets are pricing “higher for longer” with US Treasury 10-year yields pressing above their October 2022 highs, tempering enthusiasm across global equities into neutral sentiment territory. As inflation pressures continue to ease...
https://emea.nikkoam.com/articles/2023/multi-asset-sep-2023
