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.
SHARE THIS Relief rallies are always encouraging but do not necessarily portray parting clouds for a return to “normal” market conditions. The market is still digesting a rather dizzying array of challenging dynamics that have unfolded quickly over the...
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...
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.
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...
SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...
SHARE THIS "Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde.
SHARE THIS At Nikko AM, we believe that actively addressing ESG issues is essential for companies to grow sustainably. We established three key ESG themes in 2021. Since then, we have revised them as necessary in view of developments including changes...
SHARE THIS SUSTAINABILITY Fiduciary & ESG Principles Nikko AM’s Commitment to Responsible Investing Nikko Asset Management (“Nikko AM” or “we”) is a long term, global investor across multiple asset classes, acting in the best interests of our clients....
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...
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.11% over the month. The yield curve steepened as 3-year government bond yields ended the month 1 basis point (bp) lower at 0.11%, while...
SHARE THIS Japan struggles with an aging and shrinking population and it is important for the country, both from an economic and social perspective, to improve its relatively low labour productivity by efficiently utilising its human resources.
SHARE THIS US Treasury (UST) yields rose in October. The US presidential election and the fiscal stimulus deal were the focal points of news headlines and markets in October. Worries about the acceleration of COVID-19 cases in the US and Western...
SHARE THIS US Treasury (UST) yields rose in October. The US presidential election and the fiscal stimulus deal were the focal points of news headlines and markets in October. Worries about the acceleration of COVID-19 cases in the US and Western...
SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.
SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...
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 Disruptive Innovation Introducing the Nikko AM ARK Disruptive Innovation Fund At Nikko AM we believe that disruptive innovation is key to investing in the future. In August 2017, Nikko AM partnered with ARK Invest, a company that focuses...
SHARE THIS Nikko AM to List New Yen-Hedged ETF Linked to Dow Jones Industrial Average ETF to debut on Tokyo Stock Exchange on 18 March Nikko Asset Management Co., Ltd. (Nikko AM) today announces the 13 March launch of a new yen-hedged exchange traded...
SHARE THIS Future Quality Insights — March 2021 by Global Equity Team
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