SHARE THIS We believe that the Official Cash Rate’s projected path to the 3% level, which we consider likely to be the lowest point of the Reserve Bank of New Zealand’s current easing cycle, may be more noteworthy than the interest rate cut in February.
SHARE THIS The US markets have dominated global portfolio flows, but investors may seek alternative investment destinations if the ongoing change in trade dynamics results in an extended period of elevated US risk premiums. With US tariff policies...
SHARE THIS China’s focus on boosting domestic consumption as their top policy priority in 2025 sets a positive trajectory. The ability of individual countries to provide domestic stimulus is going to be crucial in limiting the impact of global growth...
SHARE THIS Japanese equities have not been immune to tariff worries. However, it is worth remembering that Japan is playing the long game: the country is undergoing structural reflation driven by factors unlikely to be reversed by market volatility or...
SHARE THIS According to Wall Street lore, investors should “sell in May and go away”, but June's rally once again reduces the credence of this strategy. Still, the outlook remains uncertain despite improvements in terms of trade policy tensions and...
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SHARE THIS Japan - Nikko Asset Management Co., Ltd. Address: Midtown Tower, 9-7-1 Akasaka Minato-ku, Tokyo, 107-6242, Japan Tel: +81-(0)3-6447-6000 Fax: +81-(0)3-6447-6001 Website: https://en.nikkoam.com/ Institutional client services:...
SHARE THIS December 2013 December 17 Global Equities Have Room to Run, Fed Taper Won’t Affect Global Recovery, Nikko AM Says December 02 Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year;...
SHARE THIS Introduction The website accessible via the URL [http://www.nikkoam.com/english/] ("the Site") is operated by Nikko Asset Management Co., Ltd., a company incorporated and existing under the laws of Japan whose registered office is at 9-7-1...
SHARE THIS Nikko Asset Management (Nikko AM) adopts the “Principles for Responsible Institutional Investors”, also known as “Japan's Stewardship Code”, in relation to our investments in publicly traded Japanese stocks. We also accept and promote the...
SHARE THIS Retain Global Equities Overweight Despite Fed Hikes: Nikko Asset Management's Updated House View • Global equities overweight stance backed by G3 growth • Fed likely to raise interest rates three times by end of 2015 starting in September •...
SHARE THIS Nikko Asset Management Expects Japan, Europe and Developed Asia-Pacific Equities to Outperform "A cautious outlook for U.S. equities has led Nikko Asset Management’s Global Investment Committee (GIC) to revise its stance on global equities...
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SHARE THIS Nikko Asset Management Maintains Overweight Stance on Global Equities, Expects Rise in Global Bond Yields Nikko Asset Management’s (Nikko AM) Global Investment Committee (GIC) maintains its bullish stance on global equities, particularly for...
SHARE THIS Nikko Asset Management Maintains Overweight Stance on Global Equities Nikko Asset Management’s (“Nikko AM”) Global Investment Committee (GIC) maintains its bullish stance on global equities despite geopolitical uncertainty in its latest...
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SHARE THIS Coordinated fiscal and monetary stimulus is likely to support global demand and therefore reflation in the years ahead. We see this opening up broader growth opportunities, and ultimately better scope for portfolio diversification.
SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...
SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...
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