SHARE THIS As we have already mentioned several times, it has been a very tough year for New Zealand bonds. Although there is perhaps light at the end of the tunnel after the market hit a very low point; in our view, good quality assets could...
SHARE THIS This month we focus on two ESG-linked themes that generate a significant amount of investor interest: carbon neutrality and modern slavery.
SHARE THIS US Treasury (UST) yields traded in a relatively narrow range in May. Inflation fears resurfaced, prompted by rising commodity prices and a marked increase in headline consumer and producer price indices in the US.
SHARE THIS Nikko Asset Management endeavours to develop ETFs that are easy-to-use, inexpensive, and meet the needs of investors in Japan and around the world. Specifically, Nikko Asset Management develops products that can be easily used in...
SHARE THIS New Zealand equities continued to see weakness in September, with the market falling by approximately 3%. This partly reflected broader volatility given that the Australian market declined by about 4% and US equities saw a fall of...
SHARE THIS We expect an anticipated decrease in developed market bond yields, coupled with enhanced foreign inflows, to bolster demand for Asian bonds. We see Asia credit remaining well supported with subdued net new supply as issuers continue to...
SHARE THIS Despite the pandemic, markets in China were resilient and we believe that they will continue to reach new highs in 2021. Structural factors that drove the Chinese markets in 2019 and 2020 remain intact and strong leadership enabled the...
SHARE THIS The world is settling into a new normal that is likely to look quite different from pre-COVID-19 norms. This includes different patterns of demand shaped by learning to live with the virus and an ongoing fiscal thrust with firm policy...
SHARE THIS Nikko AM to List New J-REIT ETF Linked to TSE REIT Index ETF to debut on TSE 4 June Nikko Asset Management Co., Ltd. (Nikko AM) today announces a new exchange-traded fund (ETF) linked to the Tokyo Stock Exchange REIT Index, called the...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT New Zealand Equity and Fixed Income Our Philosophy Nikko AM New Zealand’s equity and bond teams have a united voice on ESG issues. We are primarily medium- to long-term investors with a fundamentally...
SHARE THIS The Reserve Bank of New Zealand began cutting interest rates late in 2024 and is anticipated to ease further in 2025. The interest rate environment is expected to be a positive factor for the equity market, which has seen the retail and...
SHARE THIS The New Zealand equity market paused for breath and dipped in January after posting significant gains towards the end of 2024. Some of the market’s decline reflected a dent in enthusiasm for consumer-facing and cyclical stocks. Global market...
SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...
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...
SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly India, Indonesia and Philippine bonds. In our view, the disinflation trends in these countries should provide the Reserve Bank of India, Bank Indonesia and Bangko...
SHARE THIS In what has turned out to be an eventful year for interest rates, one of the major factors for New Zealand's bond market in 2024 has been the impact of monetary policy. We expect the Reserve Bank of New Zealand to continue monetary easing in...
SHARE THIS Following the emergence of the new Omicron COVID-19 variant and with the World Health Organization declaring its concern, we hold a neutral view on duration in the near term and a slightly cautious stance on Asia currencies.
SHARE THIS Going back to India for a month after two long years of not being able to visit my family, I was pleasantly surprised by the new normal. While there has been much adversity, COVID-19 has also sparked positive change, especially on technology...
SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...
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