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  • Balancing Act Monthly Insights: Global Multi-Asset (March 2025)

    SHARE THIS We downgraded our defensive position marginally, while we maintained an overweight to growth assets.

    https://en.nikkoam.com/articles/2025/multi-asset-monthly-march-2025

  • US tariffs: the high-stakes games begin

    SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...

    https://en.nikkoam.com/articles/2025/us-tariffs-highstakes-games-begin-april-2025