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  • Asian Fixed Income Monthly - November 2020

    SHARE THIS The US Treasury (UST) yield curve flattened in November. Risk markets rallied after the US presidential election. Investor confidence was lifted following positive trial results of a COVID-19 vaccine. Yields subsequently retracted part of...

    https://en.nikkoam.com/articles/2020/asian-fixed-income-monthly-november-2020
  • Australian Fixed Income Monthly – November 2020

    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...

    https://en.nikkoam.com/articles/2020/australian-fixed-income-monthly-november-2020
  • 2021 Asian Fixed Income and FX Outlook

    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...

    https://en.nikkoam.com/articles/2021/asian-fixed-income-and-fx-outlook-2021
  • Australian Fixed Income Monthly – December 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.27% over the month. The yield curve steepened as 3-year government bond yields ended the month flat at 0.11%, while 10-year government bond...

    https://en.nikkoam.com/articles/2020/australian-fixed-income-monthly-december-2020
  • Asian Fixed Income Monthly - January 2021

    SHARE THIS The US Treasury (UST) yield curve steepened in January. The prospect of increased federal spending in the US prompted a sharp upward move in UST yields at the start of the year.

    https://en.nikkoam.com/articles/2021/asian-fixed-income-monthly-january-2021
  • Asian Fixed Income Monthly - February 2021

    SHARE THIS The potential return of long-muted inflation sparked a meaningful jump in US Treasury (UST) yields in February. Fears of rising price pressures were prompted by the combination of robust domestic data, positive development on the COVID-19...

    https://en.nikkoam.com/articles/2021/asian-fixed-income-monthly-february-2021
  • Asian Fixed Income Monthly - March 2021

    SHARE THIS The UST yield curve steepened further in March as stronger-than-expected domestic economic data prints, passage of the US dollar (USD) 1.9 trillion stimulus package and a ramp-up in the rate of US vaccinations amid slowing daily infection...

    https://en.nikkoam.com/articles/2021/asian-fixed-income-monthly-march-2021
  • Core markets fixed income quarterly

    SHARE THIS The striking 52% year-on-year surge in prices of second-hand US vehicles has, as expected, caught market attention, with global chip shortages often blamed for the disruption in the market for used cars. Behind the scenes, however, stands...

    https://en.nikkoam.com/articles/2021/core-markets-fixed-income-quarterly-q2
  • Asian Fixed Income Monthly - May 2021

    SHARE THIS US Treasury (UST) yields traded in a relatively narrow range in May. Inflation fears resurfaced, prompted by rising commodity prices and a marked increase in headline consumer and producer price indices in the US.

    https://en.nikkoam.com/articles/2021/asian-fixed-income-monthly-may-2021
  • Funding high-impact climate action with green bonds

    SHARE THIS The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns...

    https://en.nikkoam.com/articles/2021/funding-high-impact-climate-action-green-bonds
  • Asian Fixed Income Monthly - September 2021

    SHARE THIS US Treasury (UST) yields rose in September, with the US Federal Open Market Committee finally alluding to moderate its asset purchases as soon as November. The rise in rates was further supported by an escalating power crunch across Europe...

    https://en.nikkoam.com/articles/2021/asian-fixed-income-monthly-september-21
  • On the ground in Asia: Monthly insights from the Asian Fixed Income Team-October 2021

    SHARE THIS We expect Indonesian bonds to outperform, as demand is supported by positive supply technicals. Meanwhile, we see bonds of low-yielding countries like Singapore, South Korea and Thailand prone to bear flattening, driven mainly by UST...

    https://en.nikkoam.com/articles/2021/asian-fixed-income-monthly-october-21
  • Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

    SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...

    https://en.nikkoam.com/articles/2021/global-investment-committee-outlook-2112
  • Global Investment Committee's 2022 Outlook: Positive for risk assets

    SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...

    https://en.nikkoam.com/articles/2022/global-strategy-outlook-2022
  • New Zealand Equity Monthly – January 2022

    SHARE THIS We see the volatility in the New Zealand markets as an opportunity to focus on new companies for which we have a high degree of confidence in their earnings.

    https://en.nikkoam.com/articles/2022/nz-equity-monthly-january-22
  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2022

    SHARE THIS Policy actions by monetary authorities diverged across the region; we remain cautious on bonds of low yielding countries and regional currencies.

    https://en.nikkoam.com/articles/2022/asian-fixed-income-monthly-january-22
  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-February 2022

    SHARE THIS We are generally neutral to slightly cautious in our view of countries whose bonds are relatively more sensitive to UST movements. Within Asia currencies, we prefer the Chinese renminbi and Malaysian ringgit over the Indian rupee and the...

    https://en.nikkoam.com/articles/2022/asian-fixed-income-monthly-february-22
  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2022

    SHARE THIS We have eased our cautious view towards duration as we expect global rates to consolidate from current levels. On currencies, we are positive on the Malaysian ringgit, Indonesian rupiah and Singapore dollar.

    https://en.nikkoam.com/articles/2022/asian-fixed-income-monthly-march-22
  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-April 2022

    SHARE THIS Increasing energy and food prices were the main factors that pushed most regional headline CPI prints higher in March. The Monetary Authority of Singapore aggressively tightened FX policy while China stepped up both monetary and fiscal...

    https://en.nikkoam.com/articles/2022/asian-fixed-income-monthly-april-22
  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-May 2022

    SHARE THIS Asian equity markets rose marginally in May, boosted by Shanghai’s plan to lift COVID-19 restrictions, even as the US Federal Reserve raised its benchmark overnight interest rate by 50 basis points. For the month, the MSCI AC Asia ex Japan...

    https://en.nikkoam.com/articles/2022/asian-equity-monhtly-may-2022