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Assuming institutional is optional, and fixedincome is optional, and worldbankgreenbonds is optional, the following results were found.

  • Global Investment Committee’s Outlook: More “Stagflation-lite”, moderately positive on equities ex Europe, negative on global bonds

    SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...

    https://en.nikkoam.com/articles/2022/global-investment-committee-outlook-2206

  • Global Unconstrained Bond Fund Q3 2022 Outlook

    SHARE THIS We present our Q3 2022 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.

    https://en.nikkoam.com/articles/2022/global-unconstrained-bond-fund-q3-2022

  • 2861 - Listed Index Fund France Government Bond (No Currency Hedge)

    SHARE THIS The Funds seek the net asset value per unit to track the performance of Bloomberg France Treasury 7-10 Year Index TTM JPY Currency Unhedged by mainly investing in the separately stipulated investment trust securities. Key information...

    https://en.nikkoam.com/etf/2861-fra-bond-no-currency-hedge

  • 2862 - Listed Index Fund France Government Bond (Currency Hedge)

    SHARE THIS The Funds seek the net asset value per unit to track the performance of Bloomberg France Treasury 7-10 Year Index TTM JPY Currency Hedged by mainly investing in the separately stipulated investment trust securities. Key information...

    https://en.nikkoam.com/etf/2862-fra-bond-currency-hedge

  • Future Quality Insights – August 2022 - Halgos and three steps for navigating the road ahead

    SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...

    https://en.nikkoam.com/articles/2022/future-quality-insights-2208

  • Global Equity Quarterly (Q2 2022)

    SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.

    https://en.nikkoam.com/articles/2022/global-equity-quarterly-q2-2022

  • Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound

    SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...

    https://en.nikkoam.com/articles/2022/global-investment-committee-outlook-2210

  • 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://en.nikkoam.com/articles/2022/rising-fortunes-asian-small-caps-2210

  • Global Equity Quarterly (Q3 2022)

    SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....

    https://en.nikkoam.com/articles/2022/global-equity-quarterly-q3-2022

  • 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://en.nikkoam.com/articles/2023/global-macro-outlook-2023