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  • Multi-asset monthly - February 2021

    SHARE THIS Markets have become choppy, particularly toward month-end, and we expect more of the same given the nearly unrelenting strong run in risk assets since late March 2020 that gained fresh momentum early in November following the US elections.

    https://en.nikkoam.com/articles/2021/multi-asset-february-2021
  • Press Release - 20210301

    SHARE THIS Personnel Changes

    https://en.nikkoam.com/media-center/press-releases/2021/press-releases-210301-01
  • Asian equity monthly – February 2021

    SHARE THIS Asian stocks gained in February as investors upheld optimism about a vaccine-led regional economic recovery. The MSCI AC Asia ex Japan Index rose 1.2% in US dollar (USD) terms over the month.

    https://en.nikkoam.com/articles/2021/asian-equity-monthly-february-2021
  • Multi-asset monthly - March 2021

    SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.

    https://en.nikkoam.com/articles/2021/multi-asset-march-2021
  • Press Release - 20210401

    SHARE THIS Personnel Changes

    https://en.nikkoam.com/media-center/press-releases/2021/press-releases-210401-1
  • Asian equity monthly – March 2021

    SHARE THIS Asian stocks succumbed to profit-taking in March as hopes over a vaccine-led regional economic recovery were overshadowed by persistent reflationary concerns and rising global bond yields. The MSCI AC Asia ex Japan Index fell by 2.5% in US...

    https://en.nikkoam.com/articles/2021/asian-equity-monthly-march-2021
  • Multi-asset monthly - April 2021

    SHARE THIS As reflationary dynamics gain support from refreshed stimulus in the US and a largely successful vaccine rollout with returning growth already to show for it, the reflation trade appears a bit exhausted as measured by market action. However,...

    https://en.nikkoam.com/articles/2021/multi-asset-april-2021
  • Global Credit Quarterly

    SHARE THIS The global credit market saw a positive start into the year in Q12021 as spreads continued to tighten. However, total returns were negatively impacted by the global move toward higher rates. At the beginning of 2021, cyclical sectors came...

    https://en.nikkoam.com/articles/2021/global-credit-quarterly-q2
  • Press Release - 20210506

    SHARE THIS Personnel Changes

    https://en.nikkoam.com/media-center/press-releases/2021/press-releases-210506-1
  • Press Release - 20210513 (Change in Officers)

    SHARE THIS Change in Officers

    https://en.nikkoam.com/media-center/press-releases/2021/press-releases-210513-1
  • Asian Equity Monthly – April 2021

    SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...

    https://en.nikkoam.com/articles/2021/asian-equity-monthly-april-2021
  • Multi-asset Monthly - May 2021

    SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.

    https://en.nikkoam.com/articles/2021/multi-asset-may-2021
  • From success story to cautionary tale: Assessing Japan’s vaccination effort

    SHARE THIS Until recently, Japan was lauded as one of the few countries that successfully limited the COVID-19 outbreak. However, more than a year into the pandemic, Japan’s slow vaccine rollout is coming under increased scrutiny with the country...

    https://en.nikkoam.com/articles/2021/japan-vaccination-effort
  • The Japanese market’s upside potential: Vaccination inflection point and what rising interest rates may portend

    SHARE THIS While the Japanese equity market managed to strongly rebound in 2020 after a sharp fall at the start of the pandemic, it has lagged its peers in 2021 amid the country’s struggle to contain COVID-19 and its slow rollout of vaccinations.

    https://en.nikkoam.com/articles/2021/japan-market-upside-potential
  • Rising nationalism spurs Chinese consumers to go local

    SHARE THIS With the recent rise of nationalism in China, many foreign brands operating in the world’s second largest economy are now treading very carefully in their marketing campaigns and public communiqué.

    https://en.nikkoam.com/articles/2021/rising-nationalism-spurs-chinese-consumers-local
  • Are rising yields a concern for Asian REITs?

    SHARE THIS We believe that Asian REITs will continue to perform well while the economic recovery in Asia and the rest of the world remains strong and as long as the rise in bond yields do not become excessive.

    https://en.nikkoam.com/articles/2021/are-rising-yields-a-concern-for-asian-reits
  • Japan Equity Monthly - May 2021

    SHARE THIS We explain why corporate earnings in FY21 are expected to begin reflecting recovering confidence among Japanese companies as vaccine rollouts gain momentum. We also look into the BOJ’s trial run for a digital yen and the impact such a...

    https://en.nikkoam.com/articles/2021/japan-equity-monthly-2106
  • Multi-asset Monthly - June 2021

    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...

    https://en.nikkoam.com/articles/2021/multi-asset-june-2021
  • Press Release - 20210623

    SHARE THIS Personnel Changes

    https://en.nikkoam.com/media-center/press-releases/2021/press-releases-210623-1
  • The Fed raises concerns on inflation

    SHARE THIS After many years of trying to stimulate inflation, central banks are now facing inflation levels that are far exceeding recent trends. In May, eurozone inflation rose to 2% and in the US core inflation reached 3.8% (almost a 30-year high).

    https://en.nikkoam.com/articles/2021/the-fed-raises-concerns-on-inflation