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Why investors should consider increasing their exposure to Japan
SHARE THIS A stable political backdrop is just one of several key considerations supportive of investors increasing their exposure to Japanese equities, in our view. We believe that reforms to both its corporate governance structure and the...
https://emea.nikkoam.com/articles/2023/why-investors-should-consider-increasing-their-exposure-to-japan -
On-the-ground view of post-COVID China
SHARE THIS A recent trip to China offered first-hand observations of the country’s technological advancement, changing consumer patterns and new social norms as the world’s second largest economy moves on from the pandemic.
https://emea.nikkoam.com/articles/2023/2306_on_the_ground_view_of_post_covid_china -
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 -
New Zealand Fixed Income Monthly – February 2023
SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...
https://emea.nikkoam.com/articles/2023/nz-fixed-income-monthly-february-23 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2023
SHARE THIS We maintain the view that global inflationary pressures may moderate further. We prefer Singapore, South Korea and Indonesia bonds. As for currencies, we favour the renminbi, the Singapore dollar and the Thai baht.
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-january-23 -
Press Release - 20230210_01
SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2023 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected in four categories in Asia Asset Management‘s 2023 Best of the Best Awards. The wins include two...
https://emea.nikkoam.com/media-center/press-releases/2023/press-release-230210_01 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2022
SHARE THIS We expect global inflation to ease and global growth to weaken in 2023; we also think that the Fed is likely to pause hiking rates by the first quarter of 2023. Against this backdrop, we are broadly constructive on regional bonds as most...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-december-22 -
BOJ’s YCC shift parallels a Fed pattern
SHARE THIS In what was probably the best kept secret of many years, the BOJ unanimously agreed to shift its YCC policy well before virtually any economist or market watcher expected. The largest question people seem to have is “why now?”. As with most...
https://emea.nikkoam.com/articles/2022/boj-ycc-shift-parallels-fed-pattern -
2023 Global Fixed Income outlook
SHARE THIS We present our 2023 outlook for core markets, emerging markets and global credit.
https://emea.nikkoam.com/articles/2023/global-fixed-income-outlook-2023 -
2023 Asian rates and FX outlook
SHARE THIS Most Asian countries are expected to grow at a slower pace in 2023 than they did in 2022, and fiscal stimulus will no longer be a dominant factor driving growth in the region. We expect monetary policy outlook to persist as the primary...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-and-fx-outlook-2023 -
2023 Global macro outlook: Ten predictions
SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.
https://emea.nikkoam.com/articles/2023/global-macro-outlook-2023 -
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 -
Navigating Japan Equities: Monthly Insights from Tokyo (June 2022)
SHARE THIS This month we explain why losses by Japanese equities so far in 2022 have been limited relative to their peers; we also assess the positive impact a return of inbound tourism could have on Japan’s economy and markets.
https://emea.nikkoam.com/articles/2022/navigating-japan-equities-monthly-insight-june-2022 -
Despite fearmongering on demographics, Japan’s business has soared
SHARE THIS Pundits need to be careful about scaring people regarding Japan and, thus, harming its economic future. This is especially true regarding recent high profile, wildly exaggerated tweets about demographics, a decades-old theme; clearly, this...
https://emea.nikkoam.com/articles/2022/despite-fearmongering-demographics-japan -
Navigating Japan Equities: Monthly Insights from Tokyo (May 2022)
SHARE THIS We discuss the implications of the weak yen, now considered by some as a menace rather than a blessing, for the Japanese market and economy. We also explain the potential impact of higher energy and commodity prices.
https://emea.nikkoam.com/articles/2022/navigating-japan-equities-monthly-insight -
Thoughts for seasick investors
SHARE THIS It would not be surprising if the major swings in the markets and macroeconomic conditions, including historic central bank shifts, have made most investors somewhat seasick. Recently on a day-to-day basis, markets seem to react quite...
https://emea.nikkoam.com/articles/2022/thoughts-for-seasick-investors -
2022 Global Multi Asset Outlook: Gauging long-term growth prospects
SHARE THIS We maintain a constructive view of risk assets but are cognizant that the path toward realising gains will be more delicate as we traverse the course of the Fed and other central banks removing their easy policies.
https://emea.nikkoam.com/articles/2022/global-multi-asset-outlook-2022 -
Funding high-impact climate action with green bonds
SHARE THIS The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns...
https://emea.nikkoam.com/articles/2021/funding-high-impact-climate-action-green-bonds -
Asian Fixed Income Monthly - July 2021
SHARE THIS The US Treasury (UST) curve bull flattened in July. The Federal Open Market Committee (FOMC) meeting was largely uneventful, although the forward guidance on asset purchases was tweaked slightly to indicate that progress had been made...
https://emea.nikkoam.com/articles/2021/asian-fixed-income-monthly-july-21 -
2021 Asian Fixed Income and FX Outlook
SHARE THIS We expect North Asia to continue to lead the region’s recovery (at least in the first half of the year). But we also expect the growth divergence between North Asia and the rest of the region to narrow. Unprecedented fiscal support from...
https://emea.nikkoam.com/articles/2021/asian-fixed-income-and-fx-outlook-2021
